Connect Clientjoy and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice is created
New Customer is added
New Lead is added
New Proposal is created
Choose an Action
Automatically do this!
Update Spreadsheet Row
List all rows
Delete Row
Add New Row
Lookup Spreadsheet Row
Copy Subsheet
Append Values
Add Multiple Rows
Create a SubSheet
Create Spreadsheet Column
Get spreadsheet data from specific sheets/ranges
Create a Spreadsheet
Search Subsheet
Ready to use Clientjoy and Google Sheets automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice is created
Triggers when a new invoice in created.
New Customer is added
Triggers when a new customer is added.
New Lead is added
Triggers when a new lead is added
New Proposal is created
Triggers when a new proposal is created.
New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
Do thisActions
Action is the task that follows automatically within your Clientjoy integrations.
Get all Workspaces
Get list of all existing workspaces.
List all Owners of a Workspace
Get list of all existing owners of a workspace.
Get all Taxes
Get list of all existing taxes in a workspace.
Get all Currencies
Get list of all existing currencies in a workspace.
Get all Customers
Get list of all existing customers in a workspace.
Get all Invoices
Get list of all invoices in a workspace.
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Step by step guides to integrate Clientjoy and Google Sheets
Frequently Asked Questions
To start, connect both your Clientjoy and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how Clientjoy data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between Clientjoy and Google Sheets 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 Google Sheets. 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 Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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