Add Cardly to your AI agent
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
- Things your agent can do in Cardly
- 29
Things your AI can do in Cardly
Your FormWise AI can handle any of these in Cardly — on its own, without you needing to click a button.
Create Contact List
PopularTool to add a new contact list. Use after defining name and optional custom fields, before populating the list with contacts.
Create Invitation
PopularTool 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.
Create Webhook
PopularTool to create a new webhook subscription. Use when you need Cardly to notify your application via HTTP POST for specific events.
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.
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.
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.
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.
Delete Webhook
Tool to delete a webhook. Use after confirming the webhook ID to immediately cease all activity and event subscriptions for that webhook.
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.
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.
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.
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.
Show 17 more things it can do
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.
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.
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.
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.
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.
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.
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 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.
List Templates
Tool to retrieve your currently available templates from Cardly. Use to list and paginate templates for selection in card sends.
List Users
Tool to retrieve all users associated with your account. Use when you need to list and paginate user accounts.
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.
List Writing Styles
Tool to list available writing styles. Use when you need to retrieve writing styles available for handwriting personalization.
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
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.
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.
Update Webhook
Tool to update a webhook’s settings, including target URL and events. Use after retrieving existing webhook to apply configuration changes.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Cardly is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Cardly, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Cardly for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Cardly work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Cardly to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Cardly in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Cardly.
- 3
Hit "Connect"
Click "Connect Cardly" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Cardly
Build a quick AI Agent (it's like writing instructions, not code), and pick the Cardly actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Cardly for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Cardly workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Cardly users had before signing up
Do I need to know how to code?
Not even a little. If you can use Cardly today, you can set this up. You'll connect Cardly, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Cardly login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Cardly or delete everything any time.
What happens when Cardly updates their app?
We handle it. When Cardly adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Cardly takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Cardly — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Cardly on FormWise
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Connect Cardly once and your FormWise AI gets 29 things it can do inside it. That means your AI can handle the Cardly work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Cardly? Take a look at www.card.ly.
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Stop doing the Cardly work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.