Connect Elastic Email and Clientary
Integrate Elastic Email with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Campaigns from Elastic Email when New Expense in Clientary
List Contacts from Elastic Email when New Expense in Clientary
Create or Update Email Template in Elastic Email when New Expense in Clientary
List Email Templates from Elastic Email when New Expense in Clientary
Unsubscribe Contacts from Elastic Email when New Expense in Clientary
Popular Elastic Email + Clientary flows
Start from a real workflow other teams are already running.
Choose a trigger
Elastic Email
When this happens...
When a new contact is added to a specified contact list
Campaign Sent
When a contact unsubscribes
Choose an action
Clientary
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
List Campaigns from Elastic Email when New Expense in Clientary
Use this flowList Contacts from Elastic Email when New Expense in Clientary
Use this flowCreate or Update Email Template in Elastic Email when New Expense in Clientary
Use this flowList Email Templates from Elastic Email when New Expense in Clientary
Use this flowUnsubscribe Contacts from Elastic Email when New Expense in Clientary
Use this flowGet All Contacts from a List from a list in Elastic Email when New Expense in Clientary
Use this flowFind Contact By Email in Elastic Email when New Expense in Clientary
Use this flowDelete Contact in Elastic Email when New Expense in Clientary
Use this flowCreate Contact in Elastic Email when New Expense in Clientary
Use this flowCreate Contact List in Elastic Email when New Expense in Clientary
Use this flowSupported Triggers & Actions
Everything you can automate between Elastic Email and Clientary.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is added to a specified contact list
Runs the workflow automatically whenever a new contact is added to the specified contact list.
Campaign Sent
Triggers when a campaign is created.
When a contact unsubscribes
Runs the workflow automatically whenever a contact unsubscribes from your emails.
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.
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
List Campaigns
Retrieve campaigns, or find a campaign by name.
List Contacts
List contacts in your Elastic Email account.
Create or Update Email Template
Create or update an email template identified by name.
List Email Templates
List email templates, optionally filtering by scope (Personal or Global), template type, and maximum results.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed so they no longer receive emails.
Get All Contacts from a List
Get all contacts and their full details from a specified list.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Elastic Email and Clientary accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Elastic Email and Clientary as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clientary. No coding required.
Yes. You can set up a workflow where Elastic Email triggers actions in Clientary, and a separate workflow where Clientary triggers actions in Elastic Email. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Elastic Email and Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Elastic Email and Clientary integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
