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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.
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.
Cardly Create Webhook
Tool to create a new webhook subscription. use when you need cardly to notify your application via http post for specific events.
Cardly Delete Invitation By Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
Cardly Delete Webhook
Tool to delete a webhook. use after confirming the webhook id to immediately cease all activity and event subscriptions for that webhook.
Cardly 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.
Cardly 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.
Cardly List Credit History
Tool to list credit history records. use after checking account balance to review recent credits/debits.
Cardly List Fonts
Tool to list your currently available fonts. use after confirming authentication to explore font options in cardly.
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.
Cardly 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.
Cardly 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.
Cardly List Orders
Tool to retrieve orders placed by your organisation. use when you need to fetch paginated order history after confirming the endpoint.
Cardly List Templates
Tool to retrieve your currently available templates from cardly. use to list and paginate templates for selection in card sends.
Cardly List Users
Tool to retrieve all users associated with your account. use when you need to list and paginate user accounts.
Cardly 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.
Cardly List Writing Styles
Tool to list available writing styles. use when you need to retrieve writing styles available for handwriting personalization.
Cardly 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.
Cardly Retrieve Order
Tool to retrieve information on a specific order. use after obtaining an order id to fetch its details.
Cardly Retrieve User
Tool to retrieve detailed information about a specific user. use after obtaining the user id to fetch its details.
Cardly Update Webhook
Tool to update a webhook’s settings, including target url and events. use after retrieving existing webhook to apply configuration changes.