Create Contact List
Tool to add a new contact list. Use after defining name and optional custom fields, before populating the list with contacts.
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Integrate Cardly
with your AI CRM
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Explore Triggers and Actions
Create Invitation
Tool to send an invitation to use your organisation portal. Use when you need to grant access to a new user by their email address. If the email already has access, the API will return an appropriate error.
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Create Webhook
Tool to create a new webhook subscription. Use when you need Cardly to notify your application via HTTP POST for specific events.
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Delete Invitation
Tool to delete an invitation by unique ID, immediately invalidating it for acceptance. Use when you need to revoke a pending invitation using its ID.
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Delete Invitation by Email
Deletes a pending invitation by email address, immediately invalidating it and preventing acceptance. This action is idempotent - deleting a non-existent invitation returns success. Use when you need to revoke access before an invitation is accepted, such as when correcting mistakes or revoking access for security reasons. Note: In test mode, the API returns an empty data object instead of the deleted invitation details.
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Delete User
Tool to delete a user by unique ID, immediately revoking their access to your organisation portal. Use when removing user access is required. Cannot remove users with administrator privileges - attempting to delete an admin will fail.
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Delete User by Email
Deletes a user by email address, immediately revoking their access to your organisation portal. This action cannot remove users with administrator privileges. Use when you need to revoke user access, such as when employees leave or access needs to be terminated. The API returns a 404 if no matching user is found.
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Delete Webhook
Tool to delete a webhook. Use after confirming the webhook ID to immediately cease all activity and event subscriptions for that webhook.
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Echo Request
Tool to echo all request parameters, body, and headers for debugging purposes. Use when validating authentication or testing API connectivity without affecting account data.
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Generate Preview
Tool to generate a low-quality, watermarked preview document for a card. Use after confirming artwork and template details to estimate costs and delivery.
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Get Artwork
Tool to retrieve information on a specific piece of artwork by its unique ID. Use when you need to fetch detailed artwork data including preview images, media specifications, and metadata. The ID can be obtained from the List Artwork action.
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Get Webhook
Tool to get details on an existing webhook. Use this to retrieve information about a webhook's configuration, including its target URL, subscribed events, status, and metadata.
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List Artwork
Tool to retrieve the currently available artwork for your organisation. Use when you need to list and paginate artwork items, optionally filtering to only your own artwork.
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List Contact Lists
Tool to retrieve all active contact lists for your organization. Use when you need to list and paginate contact lists with their custom fields and automation rules.
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List Credit History
Retrieves the account's credit transaction history showing all credits and debits. Returns a paginated list of balance changes with timestamps, amounts, and descriptions. Use to audit spending, review signup bonuses, track refunds, or investigate balance changes. Filter by date range using effectiveTime parameters. Supports standard pagination with limit and offset.
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List Doodles
Retrieve your currently available doodles from Cardly. Returns doodle metadata including name and restriction status. Use this to discover available doodle designs before creating cards.
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List Fonts
List available fonts for handwriting and text personalization in Cardly cards. Returns font metadata including name, category, variants, and whether the font supports humanisation. Use this to discover font options before creating cards or generating previews.
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List Gift Credit History
Lists gift credit history records for your organization with pagination and optional time-based filtering. Gift credits are promotional credits that can be applied to orders. This action retrieves a history of gift credit additions, deductions, and balance changes. Returns empty results if no gift credit history exists.
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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.
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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.
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List Orders
Retrieves a paginated list of orders placed by your organization. Returns detailed order information including customer details, costs, items, shipping info, and delivery tracking. Use optional limit and offset parameters to control pagination.
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List Templates
Tool to retrieve your currently available templates from Cardly. Use to list and paginate templates for selection in card sends.
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List Users
Tool to retrieve all users associated with your account. Use when you need to list and paginate user accounts.
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List Webhooks
Retrieves all webhooks configured for your organization, including their status, target URLs, subscribed events, and delivery statistics. Use this to audit existing webhooks, monitor their health, or get webhook IDs for updates/deletions.
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List Writing Styles
Tool to list available writing styles. Use when you need to retrieve writing styles available for handwriting personalization.
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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.
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Retrieve Order
Retrieves detailed information about a specific order by its ID. Returns complete order data including customer details, items, costs, delivery information, and tracking details. Use this after obtaining an order ID from the List Orders action or from a known order reference.
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Retrieve User
Retrieves detailed information about a specific user account by ID. Returns user profile data including name, email, status, and permissions. Use list_users to get available user IDs first.
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Update Webhook
Tool to update a webhook’s settings, including target URL and events. Use after retrieving existing webhook to apply configuration changes.
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How the Cardly integration works
The Cardly integration connects your Dench AI CRM directly to Cardly, so agents can read and act on your Cardly data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
29 actions are available for agents to invoke on your behalf. Every call runs through Cardly's own authorization, scoped to the account you connect.
Set up Cardly in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Cardly and click Connect — you'll authorize access through Cardly's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Cardly 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 Cardly integration work with Dench?
The Dench Cardly integration connects your AI CRM to Cardly, so AI agents can work with your Cardly 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 Cardly via Dench?
The Cardly integration currently exposes 29 actions, including Create Contact List, Create Invitation, Create Webhook, Delete Invitation, Delete Invitation by Email, and Delete User. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Cardly to Dench?
No. You connect Cardly from your Dench workspace using Cardly's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Cardly integration secure?
Connections are authorized through Cardly's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Cardly connection from your workspace settings at any time.