Cardly + Planning Center

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 Result
Triggers when the specified List has a new Person added.
TriggerPolling
automatically do this!
Send a Card
Send a card using a template and selected artwork.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Polling
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- FormRequired
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 ListRequired
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Cardly Contact Identifier
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- List NameRequired
- 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 TypeRequired
Trigger
Polling
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- WorkflowRequired
Trigger
Polling
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
Try It
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
Try It
- Email AddressRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Contact IDRequired
- Enable Test Mode
Action
Write
- Email AddressRequired
- First
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Recipient's First NameRequired
- Recipient's Last Name
- Recipient Company
- Recipient CountryRequired
- Recipient AddressRequired
- Recipient Address Line 2
- Recipient Suburb/CityRequired
- Recipient ZIP/PostcodeRequired
- 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.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Planning Center

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

Related categories

Fundraising

Cardly + Planning Center

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

Supported triggers and actions

New List Result

New Form Submission

New Profile

Contact Change of Address Notification

Automation Order Cancelled

Contact Undeliverable as Addressed Notification

QR Code Scanned

Create a Contact

Synchronize a Contact

Create a Contact List

New Donation

New Plan

New Workflow Card

Automation Order Created

Automation Order Sent

Gift Card Redeemed

Revoke User Access

Delete a Contact

Invite User to Account

Send a Card

About Cardly

Related categories

Similar apps

Zapier Interfaces

About Planning Center

Related categories