Beyond-Bot.ai + CardClan

CardClan helps teams personalize and send digital cards, generate card links, and manage card integration workflows.

marketingcomposioexperimentalNo managed auth

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to CardClan.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in CardClan.

Trigger Workflows

Start automated workflows in CardClan based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within CardClan.

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.