Cardly + Rally

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.
TriggerPolling
automatically do this!
Send a CardSend a card using a template and selected artwork.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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.
Trigger
Polling
Try It
New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It
New Signature Requests Completed
Triggers when there are recently completed signature requests.
Trigger
Polling
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It

- Restrict to Contact List(s)
Trigger
Instant
Try It
QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
Try It

- Contact List
  Required
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Cardly Contact Identifier
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- List Name
  Required
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- File
  Required
- Categories
Action
Write
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Email Address
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Contact ID
  Required
- Enable Test Mode
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Shipping Method
  Required
- Recipient's First Name
  Required
- Recipient's Last Name
- Recipient Company
- Recipient Country
  Required
- Recipient Address
  Required
- Recipient Address Line 2
- Recipient Suburb/City
  Required
- Recipient ZIP/Postcode
  Required
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.