Connect Basin and Clientjoy to Build Intelligent Automations

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Basin

When this happens...

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Clientjoy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice is created

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is added

New Lead is added

Triggers when a new lead is added

New Proposal is created

New Proposal is created

Triggers when a new proposal is created.

Request a new Trigger for Basin

Do thisActions

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

Create Project

Create Project

Creates new project.

Create Form

Create Form

Creates a new form

Update Form

Update Form

Updates existing forms.

Update Submissions

Update Submissions

Updates submissions

Get all Workspaces

Get all Workspaces

Get list of all existing workspaces.

List all Owners of a Workspace

List all Owners of a Workspace

Get list of all existing owners of a workspace.

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Frequently Asked Questions

How do I start an integration between Basin and Clientjoy?

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

Can we customize how data from Basin is recorded in Clientjoy?

Absolutely. You can customize how Basin 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.

How often does the data sync between Basin and Clientjoy?

The data sync between Basin and Clientjoy 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 Basin to Clientjoy?

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 Basin and Clientjoy?

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

Basin

About Basin

Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.

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Clientjoy

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.

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