Cardly + Planning Center

Cardly + Planning Center integrations

Send a card in Cardly for new list results in Planning Center

Integrate the New List Result feature in Planning Center with Cardly to streamline your productivity. Once set up, this workflow sends a Cardly digital greeting card each time a New List Result occurs in Planning Center. No more manual updates, just efficient, timely, and systematic communication. Enhance your engagement process with this seamless integration.

When this happens...
New List ResultTriggers when the specified List has a new Person added.
TriggerPolling
automatically do this!
Send a CardSend a card using a template and selected artwork.
ActionWrite

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More things you can do with Planning Center and Cardly

Discover other triggers and actions you can use with Planning Center and Cardly

- List
  Required
Trigger
Polling
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- Form
  Required
Trigger
Polling
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New Profile
Triggers when a new Profile is created.
Trigger
Polling
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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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

New Donation
Triggers when a donation is received.
Trigger
Polling
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- Service Type
  Required
Trigger
Polling
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- Workflow
  Required
Trigger
Polling
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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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
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- 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

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About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

HelpHelp

Related categories

Fundraising