Create integrations between Clientjoy and MyDocSafe
Create a Folder in Mydocsafe when New Invoice is created in Clientjoy
Create a Portal in Mydocsafe when New Invoice is created in Clientjoy
Create a Portal Group in Mydocsafe when New Invoice is created in Clientjoy
Create a Folder in Mydocsafe when New Customer is added in Clientjoy
Create a Portal in Mydocsafe when New Customer is added in Clientjoy
Create a Portal Group in Mydocsafe when New Customer is added in Clientjoy
Create a Folder in Mydocsafe when New Lead is added in Clientjoy
Create a Portal in Mydocsafe when New Lead is added in Clientjoy
Create a Portal Group in Mydocsafe when New Lead is added in Clientjoy
Create a Folder in Mydocsafe when New Proposal is created in Clientjoy
Automate anything with mydocsafe & clientjoy Integrations!
When this happens
Triggers
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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.
Do this
Actions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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.
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
Integrations run at
