
When this happens...
New Contact Group

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.
Triggers when a new contact group is created.
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.
Action is the task that follows automatically within your Maildrip integrations.
create a new campaign in maildrip.
Get all campaign from maildrip.
Get a specific campaign details.
create a new contact in Maildrip.
Get all contact groups present in Maildrip.
Adds a recipient to the specified campaign's repcipient list.

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To start, connect both your Maildrip and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Maildrip triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Maildrip 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 Maildrip 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 Maildrip 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.
Maildrip is an intuitive email marketing and automation platform designed to streamline communication with customers. It allows businesses to create personalized, automated email campaigns based on user behavior, driving better engagement and conversions. With powerful segmentation, detailed analytics, and easy-to-use email templates, Maildrip helps businesses effectively manage their email marketing efforts, saving time while enhancing customer experience. The platform integrates seamlessly with various apps and services, offering a complete solution for targeted, data-driven marketing.
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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