Full list

Supported Triggers & Actions

Everything you can automate between Clientjoy and Appcues.

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer Added

New Customer Added

Runs when new customer added

New Lead Is Added

New Lead Is Added

Runs when new lead is added

New Proposal Created

New Proposal Created

Runs when new proposal created

Lead Is Updated

Lead Is Updated

Runs when lead is updated

Customer Updated

Customer Updated

Runs when customer is updated

When one or more flows are created

When one or more flows are created

Runs the workflow automatically whenever one or more flows are created within the specified number of minutes.

Do thisActions

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

List All Workspaces

List All Workspaces

Get all workspaces in account

List Workspace Members

List Workspace Members

Get all members in a workspace

List All Taxes

List All Taxes

Get all taxes in a workspace

List Currencies

List Currencies

Get all currencies in workspace

List All Customers

List All Customers

Get all workspace customers

Create Customer

Create Customer

Create a customer in workspace

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
AI will build it for you

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.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Clientjoy and Appcues free

No credit card required. Set up your first workflow in minutes.

Integrations Clientjoy
Clientjoy + Appcues
Clientjoy logo

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 more
Integrations Appcues
Appcues + Clientjoy
Appcues logo

About Appcues

Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.

Learn more

Frequently Asked Questions

How do I connect Clientjoy and Appcues?

Sign up for a free viaSocket account, then authorize both your Clientjoy and Appcues 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Clientjoy and Appcues as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Clientjoy to Appcues?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Appcues. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Clientjoy triggers actions in Appcues, and a separate workflow where Appcues triggers actions in Clientjoy. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Clientjoy and Appcues. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Clientjoy and Appcues integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.