Automations and Integrations

Automations and Integrations

Set and Forget

Upload a list of contacts from your CRM or HR database and have birthday, anniversary or any other outreach automated for you with easy to configure rules.

We'll schedule your sends so they arrive on time as far ahead as you need - and automatically repeat the process yearly if required. Never forget a birthday or anniversary event again, or regularly schedule outreach to your key customers to keep your business front of mind.

  • Automate hundreds or thousands of sends as once offs, or repeat sends yearly for maximum results.
  • Easily sync contacts from your CRM or HR databases.
  • Configure who to send to and when with our automation rule designer.
Get Sending With Cardly

Connect with Zapier

Get sending quickly with Cardly via our Zapier integration - create powerful workflows from systems you already use with Zapier's intuitive interface and automate outreach without the need for a developer. Supporting more than 4,000 of the most popular CRM, marketing automation and other software tools, you'll be set up automatic sends for every order placed, customer added or prospect met with ease.

  • Send a follow-up thank you card to new prospects, adding in a small gift card as thanks for their time.
  • Automatically trigger sends for each sale, or sales over a certain value to thank a user for their business.
  • Push updates on related products to previous purchasers and gauge their interest.
Read More

Use our API

Our powerful API allows you to integrate Cardly with your own existing systems and processes, leveraging all of the same functionality you see on Cardly platform. Using the API, you can trigger cards to users in the handwriting style of choice, trigger your own templates and artwork - or even upload these on the fly to create highly bespoke sends.

An API integration is perfect if you are looking to create your own applications and offerings, or extend your existing offering. We've seen organisations use the API to:

  • Support highly custom integrations, tailored to a business' exact needs.
  • Build their own website and use Cardly for fulfilment.
  • Automatically send cards after certain events in their own systems.

The flexibility our API offers should be able to handle any situation you'd like to throw at it. Please get in touch if you'd like to discuss a project!

Read The Docs
Easy, Intuitive Automation for Scale

Simplify Your Workflows

Cardly provides several ways to integrate - import your contacts into Cardly and use our automation rules, or use your own CRM and build a workflow with Zapier to trigger sends based on actions in your system. If you need even more flexibility, integrate directly with our powerful API and create exactly the integration you need with your existing systems.

Easy Configuration

Our dedicated integrations provide intuitive screens so you don't have to bother the tech guys.

Maximum Flexibility

Integrate directly with our powerful API to create workflows to your exact needs.

Set and Forget

Set up your automation once, then reap the rewards with personalised outreach that works for you.

Pricing Kept Simple

We believe in keeping things as simple as possible for our partners, including our pricing.

There's great savings available for regular senders and the price below is the price you'll pay, plus postage which varies based on the recipient's location.

1 - 49 cards
$ 3.95 AUD
per card
Save 31%
50 - 249 cards
$ 3.60 AUD
per card
Save 36%
250 - 499 cards
$ 3.30 AUD
per card
Save 40%
500 - 1999 cards
$ 3.00 AUD
per card
Save 43%
2000+ cards
$ 2.75 AUD
per card
Save 47%

All prices are inclusive of tax. Postage prices are for sends within your selected region.

If you're planning on sending more than 2,000 cards, contact us for a tailored quote.

Frequently Asked Questions

If you need any help you can always reach out to our friendly support team who'll be more than happy to assist. In the meantime, please find some of the most common questions about automations and integrations below.

  • Can I just send one card at a time?

    Once you have an account you'll be able to create message templates for a birthday card campaign and select artwork. Once you have those items complete you'll be able to upload a list of recipients with names, addresses and birthdays and use the automation rules to have the perfect birthday card sent out automatically to ensure it arrives on or just before the recipient's birthday.

    Cardly knows when the post is running and takes all the guess work out making sure that a card is posted in time. All you need to do is set up the list and rule and we'll take care of the rest. You'll never forget a birthday ever again.

  • Can I integrate my CRM with Cardly?

    If your CRM supports Zapier it can usually be integrated with Cardly. This means that any trigger you have setup in your CRM can automatically trigger Cardly to post the templated card and message you desire. The variables and mailing address will be passed from your CRM and Cardly will take care of the rest.

    If you need any help you setting up Zapier please contact support@cardly.net and our friendly support team will assist.

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