Integrations Zoho Marketing Automation Cardly
Zoho Marketing Automation + Cardly
Full list

Supported Triggers & Actions

Everything you can automate between Zoho Marketing Automation and Cardly.

When this happensTriggers

A trigger is an event that starts a workflow.

Automation Order Cancelled

Automation Order Cancelled

Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.

Automation Order Created

Automation Order Created

Get details about an order that was just created for one of your contacts based on an automation rule being triggered.

Automation Order Sent

Automation Order Sent

Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.

Contact Change of Address Notification

Contact Change of Address Notification

Feed back details of a change of address notification for one of your contacts back into an external system.

Contact Undeliverable as Addressed Notification

Contact Undeliverable as Addressed Notification

Feed back details of an undeliverable mail notification for one of your contacts back into an external system.

Gift Card Redeemed

Gift Card Redeemed

Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.

Do thisActions

Action is the task that follows automatically within your Zoho Marketing Automation integrations.

Create Lead Tag

Create Lead Tag

Creates a new lead tag.

Create Campaign

Create Campaign

Creates a new campaign.

Create Topic

Create Topic

Creates a new Topic.

Add Leads in Existing List

Add Leads in Existing List

Add leads in a existing l.ist

Add New List and Leads

Add New List and Leads

Add a new list and leads.

Assign Tag to Lead

Assign Tag to Lead

Assign a tag to a lead.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Zoho Marketing Automation and Cardly?

Sign up for a free viaSocket account, then authorize both your Zoho Marketing Automation and Cardly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Zoho Marketing Automation and Cardly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Zoho Marketing Automation to Cardly?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cardly. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Zoho Marketing Automation triggers actions in Cardly, and a separate workflow where Cardly triggers actions in Zoho Marketing Automation. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Zoho Marketing Automation and Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Zoho Marketing Automation and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.