Cardly + Rally integrations
Send Cardly cards for newly completed signature requests in Rally
Close a deal and have a personal thank you card sent to the client/customer. The artwork and message template needs to be built in Cardly first. Once that's done, whenever a deal is closed with a completed signature request in Rally, Cardly will send a thank you card automatically. Cards look handwritten and are sent in a kraft envelope with a real stamp.
- When this happens...New Signature Requests CompletedTriggers when there are recently completed signature requests.
- automatically do this!Send a CardSend a card using a template and selected artwork.
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More things you can do with Rally and Cardly
Discover other triggers and actions you can use with Rally and Cardly
- New Client User
Triggers when a new Client User is created.
Try ItTriggerPolling - New Matter
Triggers when a new Matter is created.
Try ItTriggerPolling - New Signature Requests Completed
Triggers when there are recently completed signature requests.
Try ItTriggerPolling - Restrict to Contact List(s)
Try ItTriggerInstant
- Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Try ItTriggerPolling - New Organization
Triggers when a new Organization is created.
Try ItTriggerPolling - EmailRequired
- NameRequired
- FileRequired
- Categories
ActionWrite- Restrict to Contact List(s)
Try ItTriggerInstant
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