Connect retainr and click2mail to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between retainr and click2mail?

To start, connect both your retainr and click2mail accounts to viaSocket. Once connected, you can set up a workflow where an event in retainr triggers actions in click2mail (or vice versa).

Can we customize how data from retainr is recorded in click2mail?

Absolutely. You can customize how retainr data is recorded in click2mail. This includes choosing which data fields go into which fields of click2mail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between retainr and click2mail?

The data sync between retainr and click2mail 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 retainr to click2mail?

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 retainr and click2mail?

Yes, you can set conditional logic to control the flow of data between retainr and click2mail. 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.

retainr

About retainr

Retainr is an Agencies platform that manage all orders and supports requests.

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click2mail

About click2mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

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