Cardly + Rally
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.
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 Completed
Triggers when there are recently completed signature requests.
- automatically do this!Send a Card
Send a card using a template and selected artwork.
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