Rally integration with Cardly
How to Send Cardly cards for newly completed signature requests in Rally
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Cardly cards for newly completed signature requests in Rally" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Rally integrations
Rally actions
Nekton can use any feature that is available in Rally API.
Using our advanced AI, you can easily create custom automations for Rally.
Here are some typical actions you can do in your automated workflows.
Create Matter
Creates a new matter.
New Client User
Triggers when a new Client User is created.
New Matter
Triggers when a new Matter is created.
New Signature Requests Completed
Triggers when there are recently completed signature requests.
Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
New Organization
Triggers when a new Organization is created.
About Rally
Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.