Integrations / Marketing Automation

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Connect Cardly to WhatsApp: orders and users by chat

Flann is an AI agent your business talks to on WhatsApp. Connect Cardly once, then ask Flann to look things up in it or get work done in it, by text or voice note. Marketing tends to slip when the business is busy.

29 actions in Cardly. 20 only look things up, and 9 create, update, send or delete. You connect with your API key.

What you can ask Flann to do in Cardly

Send any of these on WhatsApp, in your own words. Flann finds the right Cardly action and fills in the details from the conversation.

FlannWhatsApp
  • “Show me my orders in Cardly.”

  • “Show me my contact lists in Cardly.”

  • “Look up the account balance in Cardly.”

  • “Create a contact list in Cardly.”

  • “Create an invitation in Cardly.”

What Flann can work with in Cardly

Cardly gives Flann 29 actions across 15 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Usersdeletelook up4
Orderslook up2
Invitationscreatedeletelook up4
Artworkslook up2

There are three ways to get orders work done in Cardly. Side by side:

CompareIn Cardly yourselfYou click through each jobA rules toolRuns the steps you wired upFlann on CardlyYou ask, Flann does the clicking
Asking for somethingOpen the app and find the right pageOnly what was wired up in advanceA WhatsApp message, typed or spoken
Finding answers about ordersFilters and searches you run yourselfOnly the look-ups someone built20 look-ups, answered straight away
Making changesTyped in by handRun unchecked once built9 changes, made from a message
Cardly recordsAll of them, one screen at a timeOnly the ones you wire up15 kinds, from one chat
Getting connectedNothing new to set upSomeone builds and maintains each flowYour Cardly API key, once

YesPartlyNo

Step by step: Cardly jobs you can hand to Flann

Each step below names the Cardly action Flann actually runs.

Look-up

Get answers about your orders

  1. You message Flann on WhatsApp: “What is the latest on our orders in Cardly?”
  2. Flann runs List Orders and Retrieve Order in Cardly and shows you what it found.
  3. Nothing in Cardly is changed: these are look-ups, so they run straight away.
Change

Clean up users you no longer need

  1. You message Flann on WhatsApp: “Which users in Cardly are out of date? Remove the ones I confirm.”
  2. Flann runs List Users in Cardly and shows you what it found.
  3. Flann runs Delete User in Cardly.
  4. Each removal is confirmed in the chat.
Change

Create an invitation from a voice note

  1. You message Flann on WhatsApp: “Create an invitation in Cardly with these details.”
  2. Flann runs List Invitations in Cardly and shows you what it found.
  3. Flann runs Create Invitation in Cardly.
  4. Flann creates it in Cardly and confirms in the chat.

Repetitive Cardly work Flann takes off your plate

These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.

The monthly newsletter, drafted

Today

Each month you stare at a blank template in Cardly, trying to remember what happened that customers would care about. The newsletter goes out late, or not at all.

With Flann

“Draft this month’s newsletter in Cardly: new autumn menu, the quiz night and our Sunday opening.”

Flann writes the newsletter in your voice, uses a layout you have sent before from Cardly and offers a choice of subject lines. It saves nothing yet.

What you stop doing: No more blank template at the end of the month.

Reusing the post that worked

Today

When a post or email does well, you mean to reuse it. Finding it again in Cardly and reworking it for another channel keeps slipping down the list.

With Flann

“What was our best post last month in Cardly? Turn it into an email.”

Looking through last month’s results in Cardly, Flann finds the strongest post and explains, in a sentence, why it probably landed. Then it reworks the idea as an email draft.

What you stop doing: Good ideas get a second life instead of a single outing.

How Flann connects to Cardly

  1. Search for Cardly in Flann’s Connectors.
  2. Paste your Cardly API key into the secure form Flann opens. You will find the key in your Cardly account settings.
  3. Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Cardly action itself.

Look-ups run as soon as you ask and change nothing in Cardly. You can disconnect Cardly from Connectors at any time.

Ways to use Cardly with Flann

Grow the audience you already have

Ask Flann to add this month’s new customers to a list in Cardly.

Check what worked

Ask how last week’s campaign did. Flann pulls the results from Cardly and tells you what to change next time.

Write in your voice

Everything Flann can do in Cardly

The full list of Cardly actions available to Flann once you connect it.

Looks up 20

  • Echo Request
  • Generate Preview
  • Get Artwork
  • Get Webhook
  • List Artwork
  • List Contact Lists
  • List Credit History
  • List Doodles
  • List Fonts
  • List Gift Credit History
  • List Invitations
  • List Media
  • List Orders
  • List Templates
  • List Users
  • List Webhooks
  • List Writing Styles
  • Retrieve Account Balance
  • Retrieve Order
  • Retrieve User

Changes 9

  • Create Contact List
  • Create Invitation
  • Create Webhook
  • Delete Invitation
  • Delete Invitation by Email
  • Delete User
  • Delete User by Email
  • Delete Webhook
  • Update Webhook

More Marketing Automation apps Flann works with

See all integrations

Common questions

What can Flann do with users in Cardly?

Flann can delete and look up users in Cardly, using 4 actions (Delete User, Delete User by Email, List Users, Retrieve User). Looking up runs straight away and changes nothing. The other actions create or change users in Cardly.

What can Flann do with orders in Cardly?

Flann can look up orders in Cardly, using 2 actions (List Orders, Retrieve Order). All of them only look things up, so they run straight away.

How does Flann connect to Cardly?

Open Connectors in Flann, choose Cardly and paste your Cardly API key into a secure form. You will find the key in your Cardly account settings. Once it is connected, Flann can use 29 actions in Cardly.

Can I use Cardly from WhatsApp?

Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Cardly for you. You do not need to open Cardly.

Is Cardly included in my Flann plan?

Yes. Every Flann plan includes every app, Cardly included.

Put Cardly to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Cardly and ask for what you need. Live in 24 hours.