
When this happens...
New Invoice is created
New Customer Added
New Lead Is Added
New Proposal Created
Lead Is Updated
Customer Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice in created.
Runs when new customer added
Runs when new lead is added
Runs when new proposal created
Runs when lead is updated
Runs when customer is updated
Action is the task that follows automatically within your Clientjoy integrations.
Get all workspaces in account
Get all members in a workspace
Get all taxes in a workspace
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To start, connect both your Clientjoy and Dumpling AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in Dumpling AI (or vice versa).
Absolutely. You can customize how Clientjoy data is recorded in Dumpling AI. This includes choosing which data fields go into which fields of Dumpling AI, setting up custom formats, and filtering out unwanted information.
The data sync between Clientjoy and Dumpling AI 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 Dumpling AI. 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 MoreDumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
Learn More