+Beyond-Bot.ai + CardClan
CardClan helps teams personalize and send digital cards, generate card links, and manage card integration workflows.
Was du mit dieser Integration tun kannst
Dateneingabe automatisieren
Synchronisiere automatisch neue Kontakte oder Deals von Beyond-Bot.ai nach CardClan.
Kundenprofile anreichern
Nutze Beyond-Bot.ai, um neue Informationen zu finden und in CardClan zu ergänzen.
Workflows auslösen
Starte automatisierte Workflows in CardClan basierend auf Gesprächen mit deinem virtuellen Experten.
Verfügbare Aktionen
Diese Aktionen kann dein virtueller Experte in CardClan ausführen.
Create Integration Configuration
Create a persistent CardClan integration configuration linking a card to its workspace. The connected user's ID is resolved automatically.
Generate Personalized Card Url
Generate a personalized CardClan viewing URL without sending an email. This may create recipient-specific CardClan state but does not deliver a message.
Get Card Details
Get a CardClan card's title, merge-tag requirements, and owning workspace details by card ID.
Get Integration Configuration
Get a CardClan integration configuration by either integration ID or card ID.
List Cards
List cards in a CardClan workspace, including card IDs needed for details, integration configuration, personalized links, and sending.
List Email Accounts
List configured CardClan sender accounts that can be selected when sending a card.
List Workflow Cards
List cards with active CardClan integration workflows and return their integration, card, and workspace IDs.
List Workspaces
List CardClan workspaces accessible to the connected account, including the workspace IDs needed to find cards and create integration configurations.
Send Card
Immediately personalize and send a CardClan card by email to one or more recipients. This externally side-effecting operation is irreversible; use GENERATE_CARD_URL when delivery is not intended.