Connect Zoho Inventory and Cardly to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added.
New Invoice
Triggers when a new invoice is created.
New Item
Triggers when a new item is created.
New Salesorder
Triggers when a new salesorder is created.
Order Cancelled Automation
Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.
Add Contact on Order
When an order is placed, add the customer to the selected Cardly contact list(s).
Do thisActions
Action is the task that follows automatically within your Zoho Inventory integrations.
Create Contact
Creates a new contact.
Create Invoice
Creates a new invoice.
Create Item
Creates a new item.
Create Sales Order
Creates a new sales order.
Invite User to Account
Send an invitation to join your Cardly account and optionally allow the invitee to use organization credits, gift credits, or saved credit cards.
Create a Contact List
Create a new contact list and optionally add a description and custom fields.
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Frequently Asked Questions
To start, connect both your Zoho Inventory and Cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Inventory triggers actions in Cardly (or vice versa).
Absolutely. You can customize how Zoho Inventory data is recorded in Cardly. This includes choosing which data fields go into which fields of Cardly, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Inventory and Cardly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Inventory and Cardly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Inventory
Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.
Learn MoreAbout Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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