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CardClanmarketing
9 available actions
What your AI agent can do in CardClan
CardClan helps teams personalize and send digital cards, generate card links, and manage card integration workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 9 actions.
Common starting points
- List Email AccountsList configured CardClan sender accounts that can be selected when sending a card.
- Get Card DetailsGet a CardClan card's title, merge-tag requirements, and owning workspace details by card ID.
- Create Integration ConfigurationCreate a persistent CardClan integration configuration linking a card to its workspace.
- Send CardImmediately personalize and send a CardClan card by email to one or more recipients.
Browse all 9 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 6 actions
- Get Card DetailsGet a CardClan card's title, merge-tag requirements, and owning workspace details by card ID.
- Get Integration ConfigurationGet a CardClan integration configuration by either integration ID or card ID.
- List CardsList cards in a CardClan workspace, including card IDs needed for details, integration configuration, personalized links, and sending.
- List Email AccountsList configured CardClan sender accounts that can be selected when sending a card.
- List Workflow CardsList cards with active CardClan integration workflows and return their integration, card, and workspace IDs.
- List WorkspacesList CardClan workspaces accessible to the connected account, including the workspace IDs needed to find cards and create integration configurations.
Create & communicateCreate records or send supported messagesView 3 actions
- Create Integration ConfigurationCreate a persistent CardClan integration configuration linking a card to its workspace.
- Generate Personalized Card URLGenerate a personalized CardClan viewing URL without sending an email.
- Send CardImmediately personalize and send a CardClan card by email to one or more recipients.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect CardClan
How does the agent connect to CardClan?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in CardClan?
The page above lists the 9 actions currently available through the CardClan connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is CardClan included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until CardClan is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put CardClan to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.