Connect Agiled and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agiled
Choose an Action
Automatically do this!
Get all Workspaces
List all Owners of a Workspace
Get all Taxes
Get all Currencies
Get all Customers
Get all Invoices
Ready to use Agiled and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice is created
Triggers when a new invoice in created.
New Customer is added
Triggers when a new customer is added.
New Lead is added
Triggers when a new lead is added
New Proposal is created
Triggers when a new proposal is created.
Do thisActions
Action is the task that follows automatically within your Agiled integrations.
Add Product
Use this action to add products in agiled.app
Add Project
Use this action to add Projects in agiled.app
Create Contact
Create a contact with role lead
Create Expense
create a expense in agiled.app
Create a Task
Create A task in agiled.app
Add Invoice
Use this action to add invoice in agiled.app
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Frequently Asked Questions
To start, connect both your Agiled and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Agiled triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Agiled data is recorded in Clientjoy. This includes choosing which data fields go into which fields of Clientjoy, setting up custom formats, and filtering out unwanted information.
The data sync between Agiled and Clientjoy 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 Agiled and Clientjoy. 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 Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn MoreAbout 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 More
