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Connect Cardz and Slack

People tap your Cardz digital business card at events and meetings, leave their email or book a time. FlowMattic posts those moments to Slack and sends each lead to the person whose card they came from. Sales reps, networkers and small teams follow up on the right contact the same day instead of digging through card stats later.

3 triggers 14 actions 5 example workflows 2 ready-made templates Unlimited runs

Try a pairing

When this happens in Cardz3 triggers

Do this in Slack14 actions

1. TriggerNew Appointment Received
2. ActionSend Channel Message

When Cardz fires New Appointment Received, FlowMattic runs Send Channel Message in Slack with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Cardz and Slack workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Cardz app icon Slack app icon Ready-made template

Post new Cardz appointments to the team channel

A booking made from a digital card appears in the channel with the contact and time, so the team knows a meeting came from that card and can prepare.

New Appointment ReceivedSend Channel Message

View the template
Cardz app icon Slack app icon

Share email captures from a card in Slack

When someone leaves their email through the capture block, the sales channel sees the new contact and the card it came from, a clear list after an event.

Capture and Save Email Block EventSend Channel Message

Cardz app icon Slack app icon

Send each captured contact to the card's owner

When each person on the team has their own card, the card owner is found by email and gets the new contact as a direct message to follow up.

Capture and Save Email Block EventFind User by EmailSend Direct Message

Cardz app icon Slack app icon

Remind the host before a booked appointment

Date/Time Formatter reads the appointment time and Slack adds a reminder for the host shortly before it, so a meeting booked from a card is not forgotten.

New Appointment ReceivedDate/Time FormatterAdd Reminder

Cardz app icon Slack app icon

Route webhook blocks to the right channel

The Universal Webhook passes data from any block with the webhook feature. JSON Parser reads it and a Router posts form blocks to sales and feedback blocks to marketing.

Universal WebhookJSON ParserRouterSend Channel Message

Set up: appointments to Slack

At the end, every appointment booked through your Cardz card is posted to Slack with the contact and the time.

  1. Connect Slack

    In FlowMattic, open Connects and add a Slack connection with an account in the channel you want.

  2. Start with New Appointment Received

    Create a workflow with the Cardz New Appointment Received trigger and follow its instructions to connect your card's booking block.

  3. Book a test appointment

    Open your card on your phone and book a slot, so FlowMattic captures the appointment fields.

  4. Post it

    Add Send Channel Message, choose the channel and write the text from the name, email and appointment time. Test the step and switch it on.

Import the ready-made template Beginner, about 5 min to set up
Post new Cardz appointments to the team channel Template
  1. Cardz app icon 1. Trigger in Cardz New Appointment Received
  2. Slack app icon 2. Action in Slack Send Channel Message

    Fields mapped from the earlier steps (a typical setup)

    From CardzTo Slack
    NameMessage: who
    EmailMessage: email
    Appointment dateMessage: when
    Card nameMessage: from card
Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

  • Universal Webhook sends whatever the block is set up to pass, so capture a test from each block before building conditions on its fields.
  • If several people share one Cardz account, include the card name in every post so the team can tell whose contact it is.
  • The appointment fields in the mapping are examples. Check the captured test data for the exact names your booking block sends.

Triggers (3)

  • Capture and Save Email Block EventCapture and Save Email Block Event
  • New Appointment ReceivedReceive data when a customer booked a new appointment.
  • Universal WebhookUse this Webhook to manage Blocks with Webhook feature.

Actions (14)

  • Send Channel MessagePost or Schedule a new message to a specific #channel
  • Add ReminderAdds a reminder for the user
  • Create ChannelCreates a new channel
  • List All ChannelsRetrieve list of all channels
  • Set Channel TopicSets the topic on a selected channel
  • Set StatusSets your Slack status to the given text and emoji
  • Invite User To ChannelInvite an existing User to an existing Channel. You must be a member of the channel to invite someone to it
  • Find User by EmailFinds a user by matching against their email instead of their username
  • Find User by IDFinds a user by their ID.
  • Send Direct MessageSend a direct message to a user or yourself from the Slackbot. Can also schedule a message for later
  • Send Private Channel MessagePost a new message to a private channel you choose. Can also schedule a message for later
  • Update ProfileUpdate basic profile fields such as name or title
  • Find MessageFinds a Slack message using the Slack Search feature
  • Upload FileUpload file to your slack workplace

Why run this pair with FlowMattic

Cardz and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Event contacts get followed up

Emails and bookings captured on the day reach Slack while the conversation is fresh, rather than being found in a report a week later.

Each lead reaches its owner

Direct messages to the card's owner mean the person who met the contact is the one who follows up.

No limits on busy event days

FlowMattic runs on your WordPress site with unlimited runs, so a trade show with hundreds of taps costs the same.

Common questions

How do I send Cardz leads to Slack?

Create a FlowMattic workflow with the Cardz Capture and Save Email Block Event trigger, capture one test entry and add Send Channel Message. Map the name, email and card into the text and switch it on.

Can each team member get leads from their own card?

Yes. Use a Lookup Table or the card data to get the owner's email, then Find User by Email and Send Direct Message, so each person only sees their own contacts.

What is the Universal Webhook trigger for?

It receives data from any Cardz block that has the webhook feature. Use it for blocks that the other two triggers do not cover, and route the data with a Router.

Can appointments be posted to a private channel?

Yes. Use Send Private Channel Message instead of Send Channel Message when bookings include personal details that only the sales team should see.

Did not find your answer? You can browse the help center or ask us directly.

Start automating Cardz and Slack

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

30-day money-back guarantee Unlimited workflows and runs Self-hosted

Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Cardz integration 1.0.0, Slack integration 1.0.