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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice in created.
Triggers when a new customer is added.
Triggers when a new lead is added
Triggers when a new proposal is created.
Triggers when a new project is created.
Triggers when a new file is added.
Action is the task that follows automatically within your Clientjoy integrations.
Get list of all existing workspaces.
Get list of all existing owners of a workspace.
Get list of all existing taxes in a workspace.
Get list of all existing currencies in a workspace.
Get list of all existing customers in a workspace.
Get list of all invoices in a workspace.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clientjoy and Breeze accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in Breeze (or vice versa).
Absolutely. You can customize how Clientjoy data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.
The data sync between Clientjoy and Breeze 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 Clientjoy and Breeze. 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.
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 MoreBreeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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