
When this happens...

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Triggered when a new estimate is created in Clientary.
A new invoice is created in Clientary.
An individual Contracts within Clientary.
Action is the task that follows automatically within your Dynosend integrations.
Returns a list of your audiences.
Add a contact to a given audience.
Add an email to the blacklist to no longer receive your email communications.
Send an event from your own application whenever a customer does something
Returns a list of contacts in a given audience
Permanently delete a contact from your audience

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dynosend and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Dynosend triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Dynosend 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 Dynosend 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 Dynosend 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.
Dynosend is a powerful email marketing platform designed to help businesses create, send, and track email campaigns with ease. It offers a range of features including customizable templates, automation tools, and detailed analytics to optimize your email marketing efforts.
Learn MoreOnline 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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