Integrate Maildrip with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Maildrip
When this happens...
New Contact Group
Clientary
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Create Campaign in Maildrip when New Expense in Clientary
Use this flowGet All Campaign in Maildrip when New Expense in Clientary
Use this flowCreate a New Contact in Maildrip when New Expense in Clientary
Use this flowGet All Groups in Maildrip when New Expense in Clientary
Use this flowAdd a New Recipient in Maildrip when New Expense in Clientary
Use this flowGet a Recipient Details from Maildrip when New Expense in Clientary
Use this flowCreate an Instant Email in Maildrip when New Expense in Clientary
Use this flowCreate a New Opt-in page in Maildrip when New Expense in Clientary
Use this flowCreate Campaign in Maildrip when New Project in Clientary
Use this flowGet All Campaign in Maildrip when New Project in Clientary
Use this flowEverything you can automate between Maildrip and Clientary.
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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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.
Learn moreSign up for a free viaSocket account, then authorize both your Maildrip 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 Maildrip 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 Maildrip triggers actions in Clientary, and a separate workflow where Clientary triggers actions in Maildrip. 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 Maildrip and Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Maildrip 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.