Cardly and Salesflare

How to connect Cardly

What you can automate

  • When automation Order Created in Cardly, create opportunity, then find or create contact in Salesflare.
  • When new Task in Salesflare, send a Card in Cardly.

About Cardly

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

Cardly operations on Zapier

Triggers (7)

Start a workflow when this happens

  • 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 — Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
  • 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 — Feed back details of a change of address notification for one of your contacts back into an external system.
  • Contact Undeliverable as Addressed Notification — Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Show 2 more triggers
  • 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.
  • QR Code Scanned — Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.

Actions (7)

Things Salesflare can make it do

  • Create a Contact — Create a new contact in a given contact list.
  • Create a Contact List — Create a new contact list to group contacts together, such as *Recent Orders* or *Current Customers*.
  • Delete a Contact — Delete a contact from a list so they are no longer eligible for matching automation rules.
  • Invite User to Account — Invite a user to access your account in a non-privileged capacity, optionally allowing free credit or saved credit card usage.
  • Revoke User Access — Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations.
Show 2 more actions
  • Send a Card — Send a card using a template and selected artwork.
  • Synchronize a Contact — Add or update a contact in a given contact list.

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