Connect Campaign Monitor and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Campaign Monitor and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a designated list.
New Unsubscriber
Triggers when a subscriber unsubscribes from a list.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
Do thisActions
Action is the task that follows automatically within your Campaign Monitor integrations.
Add Subscriber
Adds a new subscriber to a specified list, including custom field data if provided.
Unsubscribe
Remove a subscriber from a list.
Create Draft Campaign
Create and save a campaign draft with subject, content, and selected audience for review and later sending.
List Clients
list all existing clients
Get Billing Details
Get the billing details for your account.
Update a Subscriber
Update a subscriber to a specified list.
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Frequently Asked Questions
To start, connect both your Campaign Monitor and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Campaign Monitor triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Campaign Monitor data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Campaign Monitor and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Campaign Monitor and Clientary. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Campaign Monitor
Campaign Monitor is a powerful email marketing platform designed to help businesses create, send, and optimize their email campaigns. With a user-friendly interface and robust features, it enables marketers to engage their audience effectively and drive better results.
Learn MoreAbout Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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