29 available actions

What your AI agent can do in Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Retrieve OrderRetrieves detailed information about a specific order by its ID.
List Contact ListsTool to retrieve all active contact lists for your organization.
Create Contact ListTool to add a new contact list.
Create InvitationTool to send an invitation to use your organisation portal.
Update WebhookTool to update a webhook’s settings, including target URL and events.
Delete Invitation by EmailDeletes a pending invitation by email address, immediately invalidating it and preventing acceptance.

Browse all 29 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 18 actionsHide actions

Get ArtworkTool to retrieve information on a specific piece of artwork by its unique ID.
Get WebhookTool to get details on an existing webhook.
List ArtworkTool to retrieve the currently available artwork for your organisation.
List Contact ListsTool to retrieve all active contact lists for your organization.
List Credit HistoryRetrieves the account's credit transaction history showing all credits and debits.
List DoodlesRetrieve your currently available doodles from Cardly.
List FontsList available fonts for handwriting and text personalization in Cardly cards.
List Gift Credit HistoryLists gift credit history records for your organization with pagination and optional time-based filtering.
List InvitationsTool to retrieve active invitations for your organisation with optional filters.
List MediaTool to retrieve the currently available media sizes for product artwork.
List OrdersRetrieves a paginated list of orders placed by your organization.
List TemplatesTool to retrieve your currently available templates from Cardly.
List UsersTool to retrieve all users associated with your account.
List WebhooksRetrieves all webhooks configured for your organization, including their status, target URLs, subscribed events, and delivery statistics.
List Writing StylesTool to list available writing styles.
Retrieve Account BalanceTool to retrieve the current account and gift credit balances for your organisation.
Retrieve OrderRetrieves detailed information about a specific order by its ID.
Retrieve UserRetrieves detailed information about a specific user account by ID.

Create & communicateCreate records or send supported messagesView 4 actionsHide actions

Create Contact ListTool to add a new contact list.
Create InvitationTool to send an invitation to use your organisation portal.
Create WebhookTool to create a new webhook subscription.
Generate PreviewTool to generate a low-quality, watermarked preview document for a card.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update WebhookTool to update a webhook’s settings, including target URL and events.

Remove & cancelRemove records or cancel supported workView 5 actionsHide actions

Delete InvitationTool to delete an invitation by unique ID, immediately invalidating it for acceptance.
Delete Invitation by EmailDeletes a pending invitation by email address, immediately invalidating it and preventing acceptance.
Delete UserTool to delete a user by unique ID, immediately revoking their access to your organisation portal.
Delete User by EmailDeletes a user by email address, immediately revoking their access to your organisation portal.
Delete WebhookTool to delete a webhook.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Echo RequestTool to echo all request parameters, body, and headers for debugging purposes.

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 Cardly

How does the agent connect to Cardly?

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 Cardly?

The page above lists the 29 actions currently available through the Cardly connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Cardly 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 Cardly 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 Cardly to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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