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Clientjoy

CRM (Customer Relationship Management)

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MyDocSafe

Document Management, E-Signature

Create integrations between Clientjoy and MyDocSafe

Actions and Triggers

Clientjoy

Get all Workspaces

Get list of all existing workspaces.

Clientjoy

List all Owners of a Workspace

Get list of all existing owners of a workspace.

Clientjoy

Get all Taxes

Get list of all existing taxes in a workspace.

Clientjoy

Get all Currencies

Get list of all existing currencies in a workspace.

Clientjoy

Get all Customers

Get list of all existing customers in a workspace.

Clientjoy

Get all Invoices

Get list of all invoices in a workspace.

Clientjoy

New Invoice is created

Triggers when a new invoice in created.

Clientjoy

New Customer is added

Triggers when a new customer is added.

Clientjoy

New Lead is added

Triggers when a new lead is added

Clientjoy

New Proposal is created

Triggers when a new proposal is created.

MyDocSafe

Document is Signed

Triggers when a document is signed by all required parties.

MyDocSafe

Create a Folder

Create Folder in a specific parent folder

MyDocSafe

Create a Portal

Create a Portal in a Portal Group

MyDocSafe

Create a Portal Group

MyDocSafe

Form is submitted

Triggers when a form is submitted

MyDocSafe

Esign is Rejected

Triggers when a esign is rejected

MyDocSafe

Sign Request Sent

Triggers when a document sign request is sent.

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
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Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
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How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

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About MyDocSafe

MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.

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