
When this happens...
New Email Received

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 email message is received in a specified inbox.
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 Mailsac integrations.
Delete an email from the inbox using its message ID.
Move an email to Inbox, Spam, or Trash for better organization.
Mark an email as read or unread by toggling its status.
Mark an email as important so it won’t be automatically deleted when your mailbox is full.
Add a label to an email to help organize messages.
Remove a label from a message to ungroup or reorganize it.

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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 Mailsac and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Mailsac triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Mailsac 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 Mailsac 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 Mailsac 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.
Mailsac is a versatile email testing and disposable email service that allows developers and testers to receive and test emails without the need for a permanent email address. It is ideal for testing email workflows, verifying email functionalities, and ensuring that email communications are working as intended in applications.
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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