Connect Clientjoy and cassidy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice is created
New Customer Added
New Lead Is Added
New Proposal Created
Lead Is Updated
Customer Updated
Choose an Action
Automatically do this!
- Request a new Action for cassidy
Enable Integrations or automations with these events of Clientjoy and cassidy
Enable Integrations or automations with these events of Clientjoy and cassidy
Triggers
New Invoice is created
Triggers when a new invoice in created.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Customer Updated
Runs when customer is updated
Actions
List All Workspaces
Get all workspaces in account
List Workspace Members
Get all members in a workspace
List All Taxes
Get all taxes in a workspace
List Currencies
Get all currencies in workspace
List All Customers
Get all workspace customers
Create Customer
Create a customer in workspace
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Frequently Asked Questions
To start, connect both your Clientjoy and cassidy accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in cassidy (or vice versa).
Absolutely. You can customize how Clientjoy data is recorded in cassidy. This includes choosing which data fields go into which fields of cassidy, setting up custom formats, and filtering out unwanted information.
The data sync between Clientjoy and cassidy 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 cassidy. 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 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 MoreAbout cassidy
Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.
Learn More
