Create Integration Configuration
Create a persistent CardClan integration configuration linking a card to its workspace. The connected user's ID is resolved automatically.
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Integrate CardClan
with your AI CRM
CardClan helps teams personalize and send digital cards, generate card links, and manage card integration workflows.
Explore Triggers and Actions
Generate Personalized Card URL
Generate a personalized CardClan viewing URL without sending an email. This may create recipient-specific CardClan state but does not deliver a message.
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Get Card Details
Get a CardClan card's title, merge-tag requirements, and owning workspace details by card ID.
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Get Integration Configuration
Get a CardClan integration configuration by either integration ID or card ID.
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List Cards
List cards in a CardClan workspace, including card IDs needed for details, integration configuration, personalized links, and sending.
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List Email Accounts
List configured CardClan sender accounts that can be selected when sending a card.
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List Workflow Cards
List cards with active CardClan integration workflows and return their integration, card, and workspace IDs.
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List Workspaces
List CardClan workspaces accessible to the connected account, including the workspace IDs needed to find cards and create integration configurations.
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Send Card
Immediately personalize and send a CardClan card by email to one or more recipients. This externally side-effecting operation is irreversible; use GENERATE_CARD_URL when delivery is not intended.
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How the CardClan integration works
The CardClan integration connects your Dench AI CRM directly to CardClan, so agents can read and act on your CardClan data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
9 actions are available for agents to invoke on your behalf. Every call runs through CardClan's own authorization, scoped to the account you connect.
Set up CardClan in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find CardClan and click Connect — you'll authorize access through CardClan's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use CardClan in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the CardClan integration work with Dench?
The Dench CardClan integration connects your AI CRM to CardClan, so AI agents can work with your CardClan data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with CardClan via Dench?
The CardClan integration currently exposes 9 actions, including Create Integration Configuration, Generate Personalized Card URL, Get Card Details, Get Integration Configuration, List Cards, and List Email Accounts. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect CardClan to Dench?
No. You connect CardClan from your Dench workspace using CardClan's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the CardClan integration secure?
Connections are authorized through CardClan's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the CardClan connection from your workspace settings at any time.