Connect Mailtrap and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Mailtrap
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Mailtrap and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Mailtrap integrations.
Get Contact Lists
Allows you to get the list of your Lists and their IDs.
Create Contact
Creates a new contact.
Create Contact List
Creates a new Contact Lists.
Delete Contact List
Delete existing Contact List.
Delete a Contact
Deletes Contact by his email.
Update Contact
Allows you to update Contact in Mailtrap
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Frequently Asked Questions
To start, connect both your Mailtrap and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Mailtrap triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Mailtrap 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 Mailtrap 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 Mailtrap 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.
About Mailtrap
Mailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.
Learn MoreAbout 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.
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