--- title: "Connect Process Street to Cardly - APIANT.ai" description: "When \"Data Set Record Created\" fires in Process Street, your agent runs \"Generate order preview\" in Cardly." canonical: "https://apiant.ai/connect/process-street-to-cardly" --- # Connect Process Street to Cardly When **Data Set Record Created** fires in [Process Street](https://apiant.ai/connections/process-street), your agent runs **Generate order preview** in [Cardly](https://apiant.ai/connections/cardly). Describe the whole flow and it is built, tested on every scenario and kept running. Process Street **7** triggers Process Street **10** actions Cardly **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Process Street and Cardly to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Process Street can start in Cardly - When **Data Set Record Created** in Process Street then **Generate order preview** in Cardly - When **Data Set Record Updated** in Process Street then **Revoke User Access** in Cardly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Process Street and Cardly ## Triggers and actions 7 triggers · 13 actions - Trigger **Data Set Record Created** Triggers when a new record is added to a data set. - Trigger **Data Set Record Updated** Triggers when an existing record is updated in a data set. - Trigger **New Comment** Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **List Workflow Run Tasks** lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs. - Action **List Workflows** Lists the workflows in your Process Street organization. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. - Action **Generate order preview** Generates a rendered preview of a card/order before placing it, returning preview image/data. - Action **Get account balance** Retrieves current account credit balance. - Action **Revoke User Access** Revoke access for a user from your account, removing any current user account access or negating any outstanding invitations. ## Each app on its own - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) - [ **Cardly** Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.](https://apiant.ai/connections/cardly) Reviews ## What our customers say ## More from Process Street - [ **Process Street to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/process-street-to-google-sheets) - [ **Process Street to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/process-street-to-salesforce) - [ **Process Street to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/process-street-to-slack) - [ **Process Street to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/process-street-to-gmail) - [ **Process Street to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/process-street-to-stripe) - [ **Process Street to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/process-street-to-shopify) ## More into Cardly - [ **HubSpot to Cardly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cardly) - [ **Salesforce to Cardly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cardly) - [ **Slack to Cardly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cardly) - [ **Google Sheets to Cardly** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-cardly) - [ **Gmail to Cardly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cardly) - [ **Google Calendar to Cardly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cardly) Questions ## Process Street and Cardly, answered ### ### What can start an automation from Process Street? Any of Process Street's 7 triggers in the catalog, including Data Set Record Created, Data Set Record Updated, New Comment and New Comment Attachment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cardly when something happens in Process Street? Any of Cardly's 3 actions, including Generate order preview, Get account balance and Revoke User Access. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cardly to Process Street? Cardly has no triggers in the catalog today, so automations start in Process Street. If you need the other direction, ask: your agent reads Cardly's API documentation and adds it. ### ### Do I have to build a connector for Process Street or Cardly? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Process Street and Cardly without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.