Connect Zoho WorkDrive 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 Folder
Triggers when a new folder 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).
Order Sent Automation
Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.
Update Contact Address
Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.
Undeliverable Contact Alert
Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.
Do thisActions
Action is the task that follows automatically within your Zoho WorkDrive integrations.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
Find File By Name
Find a specific file by its name.
Create Team Folder
Creates a new Team Folder.
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.
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Frequently Asked Questions
To start, connect both your Zoho WorkDrive and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in cardly (or vice versa).
Absolutely. You can customize how Zoho WorkDrive 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 WorkDrive 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 WorkDrive 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 WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
Learn MoreAbout cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
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