Connect Zoho Forms and cardly to Build Intelligent Automations

Choose a Trigger

Zoho Forms

When this happens...

Choose an Action

cardly

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Order Cancelled Automation

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

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Order Sent Automation

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 Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Gift Card Redeemed

Gift Card Redeemed

Records when a customer redeems a gift card and triggers related marketing updates or notifications.

Do thisActions

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

Get Forms

Get Forms

Get all Forms

Get Applications

Get Applications

Invite User to Account

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 Contact List

Create a new contact list and optionally add a description and custom fields.

Create Contact

Create Contact

Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).

Delete Contact

Delete Contact

Remove a contact from a selected list using contact ID or email.

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Frequently Asked Questions

How do I start an integration between Zoho Forms and cardly?

To start, connect both your Zoho Forms and cardly accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Forms triggers actions in cardly (or vice versa).

Can we customize how data from Zoho Forms is recorded in cardly?

Absolutely. You can customize how Zoho Forms 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.

How often does the data sync between Zoho Forms and cardly?

The data sync between Zoho Forms and cardly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho Forms to cardly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho Forms and cardly?

Yes, you can set conditional logic to control the flow of data between Zoho Forms 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.

Zoho Forms

About Zoho Forms

Zoho Forms is a versatile online form builder that allows users to create, share, and manage forms effortlessly. It is designed to help businesses and individuals collect data, gather feedback, and streamline workflows with ease. With a wide range of customizable templates and integrations, Zoho Forms is ideal for creating surveys, registration forms, and more.

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cardly

About cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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