Connect Clientjoy and Cloze
Integrate Clientjoy with Cloze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Company in Cloze when New Customer Added in Clientjoy
Create ToDo in Cloze when New Customer Added in Clientjoy
Add a Communication Record in Cloze when New Customer Added in Clientjoy
Create a Person in Cloze when New Customer Added in Clientjoy
Create a Project in Cloze when New Customer Added in Clientjoy
Popular Clientjoy + Cloze flows
Start from a real workflow other teams are already running.
Choose a trigger
Clientjoy
When this happens...
New Customer Added
New Lead Is Added
New Proposal Created
Lead Is Updated
Customer Updated
Choose an action
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Delete Company in Cloze when New Customer Added in Clientjoy
Use this flowCreate ToDo in Cloze when New Customer Added in Clientjoy
Use this flowAdd a Communication Record in Cloze when New Customer Added in Clientjoy
Use this flowCreate a Person in Cloze when New Customer Added in Clientjoy
Use this flowCreate a Project in Cloze when New Customer Added in Clientjoy
Use this flowCreate Timeline Event in Cloze when New Customer Added in Clientjoy
Use this flowCreate a Note in Cloze when New Customer Added in Clientjoy
Use this flowList all Project from Cloze when New Customer Added in Clientjoy
Use this flowList People from Cloze when New Customer Added in Clientjoy
Use this flowList Companies from Cloze when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Clientjoy and Cloze.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Person Change
Triggers when a person is changed.
Do thisActions
Action is the task that follows automatically within your Clientjoy integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
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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
About Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clientjoy and Cloze 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.
Yes. viaSocket uses instant triggers where available, so data moves between Clientjoy and Cloze as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cloze. No coding required.
Yes. You can set up a workflow where Clientjoy triggers actions in Cloze, and a separate workflow where Cloze triggers actions in Clientjoy. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Clientjoy and Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientjoy and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
