Connect Cardly with Hookshot™ and your stack

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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Tools and triggers

What Agents can do in Cardly

Available tools and events after Cardly is connected.

  • Create Contact List

    Tool to add a new contact list. Use after defining name and optional custom fields, before populating the list with contacts.

  • 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.

  • Create Webhook

    Tool 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…

  • 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…

  • 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…

  • 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…

  • 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.

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

Setup

Connect Cardly in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.