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Cardly

Reference

29 actions for Cardly workflows.

01. Operations

Act on Cardly from a workflow

Operations are the actions a workflow can take in Cardly, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Artwork

2 operations

Access and manage the collection of artwork available within Cardly. Use these operations to retrieve specific pieces or browse through all available artwork options when designing cards.

Action

Get Artwork

CARDLY_GET_ARTWORK

Retrieve detailed information about a specific artwork including preview images, media specifications, and metadata by its unique ID.

1 input
Action

List Artwork

CARDLY_LIST_ARTWORK

Retrieve and browse all available artwork in your organization, with options to filter, search, and paginate through your designs. Use this to discover what creative assets are available for your projects and campaigns.

3 input

Billing

3 operations

Monitor financial activity and account credits associated with your Cardly account. These operations let you track spending history, gift credit transactions, and check your current account balance.

Action★ Featured

Retrieve Account Balance

CARDLY_RETRIEVE_ACCOUNT_BALANCE

Check your available account and gift credit balances to understand your current spending capacity and plan your card orders accordingly.

Action

List Credit History

CARDLY_LIST_CREDIT_HISTORY

Retrieve your account's complete transaction history showing all credits and debits with timestamps and descriptions to understand where your balance changes are coming from. Use this to track spending patterns, verify charges, and monitor refunds or promotional credits.

6 input
Action

List Gift Credit History

CARDLY_LIST_GIFT_CREDIT_HISTORY

Retrieve a complete history of gift credit transactions including additions, deductions, and balance changes for your organization. Use this to track promotional credit usage and maintain accurate records of credit movements.

6 input

Contacts

2 operations

Organize and manage recipient groups for your card campaigns. Create and retrieve contact lists to streamline sending cards to multiple recipients in your workflows.

Action★ Featured

Create Contact List

CARDLY_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.

3 input
Action

List Contact Lists

CARDLY_LIST_CONTACT_LISTS

Retrieve all active contact lists in your organization to view their custom fields and automation rules. Use this to get an overview of your contact management structure and find specific lists for targeting.

2 input

Design

3 operations

Explore the design assets and styles available for card customization in Cardly. Browse fonts, decorative doodles, and writing styles to enhance your card designs.

Action

List Doodles

CARDLY_LIST_DOODLES

Retrieve all available doodle designs from your Cardly account to see what visual styles you can use when creating cards. This helps you discover and select the right design for your messaging needs.

1 input
Action

List Fonts

CARDLY_LIST_FONTS

Retrieve all available fonts for personalizing handwriting and text in Cardly cards, including font names, categories, and variant options. Use this to explore design choices and ensure your card designs support the personalization features you need.

3 input
Action

List Writing Styles

CARDLY_LIST_WRITING_STYLES

Retrieve all available writing styles for personalizing handwritten content in cards and communications. This helps you choose the right style to match your brand voice or personal preferences.

2 input

Invitations

4 operations

Manage invitation records for users joining Cardly or specific projects. Create, track, and remove invitations by email or invitation ID to control access and collaboration.

Action★ Featured

Create Invitation

CARDLY_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.

4 input
Action

Delete Invitation

CARDLY_DELETE_INVITATION

Remove a pending invitation so it can no longer be accepted, immediately invalidating the invite link or code. Use this when you need to cancel an invite you previously sent.

1 input
Action

Delete Invitation by Email

CARDLY_DELETE_INVITATION_BY_EMAIL

Revoke a pending invitation by email address, immediately preventing the recipient from being able to accept access. Useful when you need to undo an invitation due to errors, personnel changes, or security concerns.

1 input
Action

List Invitations

CARDLY_LIST_INVITATIONS

Retrieve all active invitations sent to users in your organization, allowing you to see who's been invited and their current status.

5 input

Media

1 operation

Access and manage media files uploaded to your Cardly account. Reference available media assets when building and customizing your card designs.

Action

List Media

CARDLY_LIST_MEDIA

Retrieve all available media sizes and formats for your product artwork before creating designs. This helps you understand exactly what dimensions and specifications your cards support.

3 input

Orders

2 operations

Track and retrieve details about card orders you've placed through Cardly. Query individual orders or view your complete order history to monitor fulfillment status and shipments.

Action★ Featured

List Orders

CARDLY_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.

2 input
Action★ Featured

Retrieve Order

CARDLY_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.

1 input

Preview

1 operation

Generate visual previews of cards before finalizing or sending them. Use this operation to verify design and content changes in your automation workflows.

Action

Generate Preview

CARDLY_GENERATE_PREVIEW

Generate a preview of your card design with watermark to see how it will look before placing a full order, allowing you to verify the layout and content are correct.

11 input

System

1 operation

Test connectivity and verify that your API requests are being processed correctly by Cardly. Echo operations help validate integration setup and debugging.

Action

Echo Request

CARDLY_ECHO_REQUEST

Verifies API connectivity and validates your authentication setup by echoing back all request details without making any changes to your account data.

3 input

Templates

1 operation

Browse pre-designed card templates available in Cardly to accelerate your card creation process. Use templates as starting points for customization in your automation workflows.

Action

List Templates

CARDLY_LIST_TEMPLATES

Retrieve all your saved greeting card templates from Cardly so you can browse and select the right design for your next card send.

2 input

Users

4 operations

Manage user accounts and team members within your Cardly workspace. Create, retrieve, list, and remove users by account ID or email address to control team access.

Action

Delete User

CARDLY_DELETE_USER

Permanently removes a user from your organization and revokes their access to your portal. This action is immediate and irreversible, making it essential for offboarding employees or contractors.

1 input
Action

Delete User by Email

CARDLY_DELETE_USER_BY_EMAIL

Removes a user from your organization's portal by their email address, immediately revoking their access. Useful for offboarding team members or terminating access when needed.

1 input
Action

List Users

CARDLY_LIST_USERS

Retrieve all users associated with your Cardly account with pagination support. Useful for viewing your team members and managing who has access to your account.

2 input
Action

Retrieve User

CARDLY_RETRIEVE_USER

Fetch detailed profile information for a specific user account, including their name, email, status, and permissions. Use this to verify user details or check account status before taking actions on their behalf.

1 input

Webhooks

5 operations

Set up event-driven automation by creating and managing webhooks for Cardly actions. Configure webhooks to trigger external workflows when specific events occur in your Cardly account.

Action★ Featured

Create Webhook

CARDLY_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.

4 input
Action

Delete Webhook

CARDLY_DELETE_WEBHOOK

Stop receiving notifications from Cardly by removing a webhook that's no longer needed, instantly halting all event subscriptions tied to that endpoint.

1 input
Action

Get Webhook

CARDLY_GET_WEBHOOK

Retrieve the configuration details of a webhook, including its target URL, subscribed events, status, and other metadata to verify or audit your webhook setup.

1 input
Action

List Webhooks

CARDLY_LIST_WEBHOOKS

Retrieve all webhooks set up for your organization to see their status, target URLs, and which events they're listening to. This helps you monitor webhook health and manage your integrations effectively.

2 input
Action

Update Webhook

CARDLY_UPDATE_WEBHOOK

Modify a webhook's configuration such as its target URL and the events it monitors, allowing you to redirect notifications or change which activities trigger updates without recreating the webhook.

6 input
What now

Use Cardly in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.