Connect Agendor and Clientjoy
Integrate Agendor with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task for Deal in Agendor for the deal when New Customer Added in Clientjoy
Create Task for Organization in Agendor for the organization when New Customer Added in Clientjoy
Create Task for Person in Agendor when New Customer Added in Clientjoy
Update a Deal in Agendor when New Customer Added in Clientjoy
Get Deal Details from Agendor when New Customer Added in Clientjoy
Popular Agendor + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
Agendor
When this happens...
New Activity
Deal Won
Update Deal
Update Organization
Update Person
New Deal
New Person
New Organization
Deal Lost
Deal Stage Updated
Deal Deleted
Choose an action
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
Create Task for Deal in Agendor for the deal when New Customer Added in Clientjoy
Use this flowCreate Task for Organization in Agendor for the organization when New Customer Added in Clientjoy
Use this flowCreate Task for Person in Agendor when New Customer Added in Clientjoy
Use this flowUpdate a Deal in Agendor when New Customer Added in Clientjoy
Use this flowGet Deal Details from Agendor when New Customer Added in Clientjoy
Use this flowCreate Deal for an Organization or Person in Agendor when New Customer Added in Clientjoy
Use this flowCreate Or Update Person in Agendor when New Customer Added in Clientjoy
Use this flowGet Deals for a Person from Agendor when New Customer Added in Clientjoy
Use this flowGet People from Agendor when New Customer Added in Clientjoy
Use this flowDelete Person in Agendor when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Agendor and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when new activity created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Triggers when deal is updated.
Update Organization
Check if an organization has been updated.
Update Person
Triggers when person is updated.
New Deal
Triggers when new deal is created.
Do thisActions
Action is the task that follows automatically within your Agendor integrations.
Create Task for Deal
Create a task for a deal
Create Task for Organization
Create organization task
Create Task for Person
Add a task to a person.
Update a Deal
Update a deal using its ID
Get Deal Details
Get details for a deal by ID
Create Deal for an Organization or Person
Create a new deal for an organization by org id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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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About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn more
About Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agendor and Clientjoy 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 Agendor and Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where Agendor triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in Agendor. 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 Agendor and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agendor and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
