Connect Clientjoy and edgility to Build Intelligent Automations

Choose a Trigger

Clientjoy

When this happens...

Choose an Action

edgility

Automatically do this!

Enable Integrations or automations with these events of Clientjoy and edgility

Enable Integrations or automations with these events of Clientjoy and edgility

Triggers

New Invoice is created

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is added

New Lead is added

Triggers when a new lead is added

New Proposal is created

New Proposal is created

Triggers when a new proposal is created.

Request a new Trigger for Clientjoy

Actions

Get all Workspaces

Get all Workspaces

Get list of all existing workspaces.

List all Owners of a Workspace

List all Owners of a Workspace

Get list of all existing owners of a workspace.

Get all Taxes

Get all Taxes

Get list of all existing taxes in a workspace.

Get all Currencies

Get all Currencies

Get list of all existing currencies in a workspace.

Get all Customers

Get all Customers

Get list of all existing customers in a workspace.

Get all Invoices

Get all Invoices

Get list of all invoices in a workspace.

Request a new Action for Clientjoy

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Frequently Asked Questions

How do I start an integration between Clientjoy and edgility?

To start, connect both your Clientjoy and edgility accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in edgility (or vice versa).

Can we customize how data from Clientjoy is recorded in edgility?

Absolutely. You can customize how Clientjoy data is recorded in edgility. This includes choosing which data fields go into which fields of edgility, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clientjoy and edgility?

The data sync between Clientjoy and edgility typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clientjoy to edgility?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clientjoy and edgility?

Yes, you can set conditional logic to control the flow of data between Clientjoy and edgility. 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.

Clientjoy

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.

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edgility

About edgility

Edgility is a cloud based SMS tool to connect you with the people that matter to your business.

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