Connect Resend and Clientary to Build Intelligent Automations

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Resend

When this happens...

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Clientary

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Resend integrations.

Find Contact by ID or Email

Find Contact by ID or Email

Find a contact using their ID or email.

Create Recipient Group

Create Recipient Group

Create a group of recipients to target messages for resending.

Delete Segment

Delete Segment

Remove a recipient segment so it can’t be used in future messages.

Add Contact

Add Contact

Add a contact with email, name, subscription status, segments, topics, and custom fields.

Add Contact to Segment

Add Contact to Segment

Adds a contact to a segment.

Remove a Contact From a Segment

Remove a Contact From a Segment

Remove a contact from a segment so they no longer receive messages sent to that segment.

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Frequently Asked Questions

How do I start an integration between Resend and Clientary?

To start, connect both your Resend and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Resend triggers actions in Clientary (or vice versa).

Can we customize how data from Resend is recorded in Clientary?

Absolutely. You can customize how Resend 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.

How often does the data sync between Resend and Clientary?

The data sync between Resend and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Resend to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Resend and Clientary?

Yes, you can set conditional logic to control the flow of data between Resend 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.

Resend

About Resend

Resend is a platform designed to streamline and automate the process of resending emails, notifications, and other digital communications. It helps businesses ensure that important messages reach their intended recipients, even if the initial attempt fails. With Resend, users can manage and track their communication efforts efficiently, improving engagement and response rates.

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Clientary

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.

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