Integrate Cardly with Retently

Trigger NPS/CSAT surveys when a customer updates their address or tracks an order, sync customer contact lists to ensure accurate survey targeting, and use feedback scores to enhance customer communication strategies.

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About Cardly

Cardly is a service that allows users to manage contacts and notifications related to their services, such as address changes and order tracking. It facilitates the creation and management of contact lists and user access.

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Cardly to Retently

1

Contact Change of Address Notification

Feeds back details of a change of address notification for one of your contacts back into an external system.
2

Automation Order Cancelled

Gets details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
3

Contact Undeliverable as Addressed Notification

Feeds back details of an undeliverable mail notification for one of your contacts back into an external system.
4

QR Code Scanned

Gets notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
5

Automation Order Created

Gets details about an order that was just created for one of your contacts based on an automation rule being triggered.
6

Automation Order Sent

Gets details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
7

Gift Card Redeemed

Gets notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
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Retently to Cardly

1

Create a Contact

Creates a new contact in a given contact list.
2

Synchronize a Contact

Adds or updates a contact in a given contact list.
3

Create a Contact List

Creates a new contact list to group contacts together.
4

Revoke User Access

Revokes access for a user from your account, removing any current user account access or negating any outstanding invitations.
5

Delete a Contact

Deletes a contact from a list so they are no longer eligible for matching automation rules.
6

Invite User to Account

Invites a user to access your account in a non-privileged capacity.
7

Send a Card

Sends a card using a template and selected artwork.

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