Cardly Workflow Automation & Approvals
Run Cardly on autopilot. Keep the veto.
29 actions
A Cardly campaign fires off physical cards before you've checked the list. Rills proposes the send; you approve from your phone before any envelope goes out.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential communication action from Cardly arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Create 23 invitations for your top clients?
23 clients · last touch > 6mo
Same list used last quarter
Addresses confirmed from CRM
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Cardly automation
Cardly orders and invitations pile up – duplicate sends, wrong addresses, invitations to deleted contacts. One slip and a physical card ships with a mistake you'll never get back.
When Cardly runs unsupervised
Left alone, Cardly automation can act on stale or incorrect data, costing you real customer goodwill.
- Create Invitation: sends an invite to a user you already deleted.
- List Orders: triggers a bulk reprint of old orders, wasting inventory.
- Delete Invitation by Email: accidentally removes the wrong upcoming send.
- Create Contact List: duplicates existing contacts, muddying your audience.
- Update Webhook: changes notification endpoints without verifying them first.
What Rills does inside Cardly
Rills intercepts Cardly operations like Create Invitation, Delete User, and Update Webhook. It shows you the exact data before the API call executes, so you can catch address typos or sensitive recipients.
The card still ships to the right person; you just see it first.
Why Cardly has no triggers and how Rills fills the gap
Cardly does not fire events when things change. Rills fills the gap by polling for new data and running scheduled checks on your behalf.
- Poll for new orders and match them against your approval rules.
- Schedule invitation creation for specific dates, with a reminder to review first.
- Check credit history before allowing a batch send to go through.
- Intercept user deletions by comparing with active contracts before approving.
What Rills can do in Cardly
6 of 29 actions across reads, writes, and updates.
- 01
Retrieve Account Balance
Check your available account and gift credit balances to understand your current spending capacity and plan your card orders accordingly.
- 02
Create Contact List
Organize and manage your contacts by creating a new contact list with customizable fields, allowing you to segment your audience for targeted communication campaigns.
- 03
Create Invitation
Send an invitation to a new user via email to grant them access to your organization's portal. This streamlines onboarding by allowing you to quickly add team members, contractors, or clients without manual account creation.
- 04
List Orders
Retrieve all orders placed with your organization, including customer information, pricing, items ordered, and shipping details. Use pagination controls to manage large order lists efficiently.
- 05
Retrieve Order
Fetch complete details about a specific order including customer information, purchased items, pricing, and delivery status. This helps you access critical order information whenever you need to check status, fulfill requests, or follow up with customers.
- 06
Create Webhook
Set up automated notifications so your app receives real-time alerts whenever specific Cardly events occur, enabling you to respond instantly to important card activities.