ceven

Cardly

Sends physical cards and handwritten notes to your customers based on digital triggers, manages your mailing lists, and tracks order delivery from your workflow.

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Why use Ceven?

  1. AI native Cardly integration

    • Describe the outcome and Ceven picks the right Cardly calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Cardly data, across all 29 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Cardly access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Cardly, when, and on whose behalf.
    • The agent pauses and asks when Cardly is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Cardly.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Cardly action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Cardly, and when to use it.

Create Contact List
Use this to start a new mailing group. Define the name and custom fields before adding specific customer addresses.
Create Webhook
Set up a notification so Cardly tells your app when a card is sent or delivered via an http post.
Delete Invitation
Use this to immediately cancel a pending user invitation by providing the email address.
Delete Webhook
Stop all event notifications for a specific webhook after confirming the webhook id.
Generate Preview
Create a watermarked version of a card to check artwork and layout before spending credits on a real send.
List Artwork
Pull all available image assets for your organization to use in card designs.
List Credit History
Review recent credits and debits to audit how your mailing budget is being spent.
List Fonts
Retrieve the set of available fonts to ensure the card matches your brand guidelines.
List Gift Credits
Pull a paginated list of gift credit entries with optional time filters for accounting.
List Orders
Retrieve a history of all physical mail orders placed by your organization.
List Templates
Fetch all available card templates to choose the right design for a specific occasion.
List Writing Styles
Retrieve the available handwriting styles to make digital messages look manually written.
Get Account Balance
Check your current account and gift credit levels to ensure you have funds for a campaign.
Get Order Details
Pull specific information about a single order using its unique order id.
Get User Info
Fetch detailed profile information for a specific user in your Cardly account.
Update Webhook
Change the target url or the types of events a webhook monitors.
Delete Invitation by Email
Tool to delete an invitation by email address. use when you need to invalidate an outstanding invitation immediately.
List Gift Credit History
Tool to list gift credit history records for your organization. use when you need paginated gift credit entries with optional time based filters.
List Invitations
Tool to retrieve active invitations for your organisation with optional filters. use when you need to audit invited users and their statuses before sending new invitations or revoking access.
List Media
Tool to retrieve the currently available media sizes for product artwork. use when you need to explore or validate media options before creating artwork.
List Users
Tool to retrieve all users associated with your account. use when you need to list and paginate user accounts.
List Webhooks
Tool to retrieve any active or disabled webhooks set up for your organisation. use when you need to audit configured webhook endpoints before modifying subscriptions.
Retrieve Account Balance
Tool to retrieve the current account and gift credit balances for your organisation. use after authenticating to verify available credit before placing orders.
Retrieve Order
Tool to retrieve information on a specific order. use after obtaining an order id to fetch its details.
Retrieve User
Tool to retrieve detailed information about a specific user. use after obtaining the user id to fetch its details.

25 actions · scroll to see them all

Frequently asked questions

Ceven uses the Generate Preview action to create a low resolution version of the card. The agent can then upload this image to a Slack channel or send it via email to a manager. The workflow pauses until a human provides a thumbs up or a request for changes. If changes are requested, the agent updates the text or artwork and generates a new preview. Only after the explicit approval signal is received does the agent trigger the final order action. This prevents costly mistakes like typos or incorrect templates from being printed and mailed to high value customers.
Yes. You can build a workflow that triggers whenever a new contact is added to your CRM or a specific tag is applied. The agent uses the Create Contact List action to set up the group and then populates it with the customer details. If the contact already exists, the agent can update the record to ensure the mailing address is current. This eliminates the need to export CSV files and manually upload them to Cardly, ensuring your physical mailing list is always a real time reflection of your sales pipeline.
You can set up a monitoring workflow where the agent calls the Retrieve Account Balance tool on a schedule. If the balance drops below a specific threshold, the agent can send an alert to your finance team or automatically trigger a top up if you have a payment method linked. Because the agent checks the balance before attempting to send, it can gracefully handle failures by notifying the account owner instead of letting cards fail silently. This ensures that your customer appreciation efforts never stop due to a lack of funds.
The agent uses the List Writing Styles action to see which handwriting options are available for your account. You can define rules in your workflow to match the style to the recipient. For example, a formal style for corporate executives and a more casual script for small business owners. The agent passes the selected style ID along with the personalized message text to the Cardly API. Cardly then renders the text using their robotic handwriting technology to make the digital input look like it was written by a human hand.
Cardly imposes rate limits on their API to ensure platform stability. If a workflow attempts to send thousands of cards in a single burst, you may encounter 429 too many requests errors. To handle this, Ceven implements an internal queue and retry logic with exponential backoff. This means the agent will space out the requests to stay within the allowed limits of your specific Cardly tier. If you are planning a massive one time blast, it is recommended to schedule the workflow over several hours rather than a single second.
Yes. The most efficient way is to use the Create Webhook action. The agent sets up a listener that waits for a delivery or sent event from Cardly. When Cardly hits that webhook, Ceven catches the data and can then update a field in your CRM to show the card status as sent. Alternatively, the agent can periodically use the List Orders action to poll for status updates on specific order IDs. This gives you full visibility into the physical lifecycle of your marketing materials without manual tracking.
The agent can be programmed with a logic map that associates customer segments with specific template IDs. By using the List Templates action, the agent knows what is available. If a customer is marked as a high value enterprise account, the agent might select a premium gold foil template. For a standard referral, it might choose a simple thank you note. This allows for a level of personalization that goes beyond just the text, ensuring the physical quality of the card matches the importance of the relationship.
Ceven can use the List Users and Retrieve User actions to identify who is currently active in your Cardly account. You can build a routing system where cards for different regions are sent to different regional managers for approval. The agent checks the user list to ensure the manager is still active before assigning the task. If a user is no longer in the system, the agent can fall back to a general admin or alert the owner that the approval chain is broken, ensuring no card is left in limbo.

Alternatives to Cardly

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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