Beyond-Bot.ai + cardly

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

What You Can Do with this Integration

Automate Data Entry

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

Enrich Customer Profiles

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

Trigger Workflows

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

Available Actions

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

Create Contact List

Tool to add a new contact list. use after defining name and optional custom fields, before populating the list with contacts.

Create Webhook

Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.

Delete Invitation By Email

Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.

Delete Webhook

Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.

Generate Preview

Tool to generate a low-quality, watermarked preview document for a card. use after confirming artwork and template details to estimate costs and delivery.

List Artwork

Tool to retrieve the currently available artwork for your organisation. use when you need to list and paginate artwork items, optionally filtering to only your own artwork.

List Credit History

Tool to list credit history records. use after checking account balance to review recent credits/debits.

List Fonts

Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.

List Gift Credit History

Tool to list gift credit history records for your organization. use when you need paginated gift credit entries with optional time-based filters.

List Invitations

Tool to retrieve active invitations for your organisation with optional filters. use when you need to audit invited users and their statuses before sending new invitations or revoking access.

List Media

Tool to retrieve the currently available media sizes for product artwork. use when you need to explore or validate media options before creating artwork.

List Orders

Tool to retrieve orders placed by your organisation. use when you need to fetch paginated order history after confirming the endpoint.

List Templates

Tool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.

List Users

Tool to retrieve all users associated with your account. use when you need to list and paginate user accounts.

List Webhooks

Tool to retrieve any active or disabled webhooks set up for your organisation. use when you need to audit configured webhook endpoints before modifying subscriptions.

List Writing Styles

Tool to list available writing styles. use when you need to retrieve writing styles available for handwriting personalization.

Retrieve Account Balance

Tool to retrieve the current account and gift credit balances for your organisation. use after authenticating to verify available credit before placing orders.

Retrieve Order

Tool to retrieve information on a specific order. use after obtaining an order id to fetch its details.

Retrieve User

Tool to retrieve detailed information about a specific user. use after obtaining the user id to fetch its details.

Update Webhook

Tool to update a webhook’s settings, including target url and events. use after retrieving existing webhook to apply configuration changes.