Connect Clientjoy and Nutshell
Integrate Clientjoy with Nutshell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Workspaces from Clientjoy when New Lead Created in Nutshell
List Workspace Members in Clientjoy when New Lead Created in Nutshell
List All Customers from Clientjoy when New Lead Created in Nutshell
Create Customer in Clientjoy when New Lead Created in Nutshell
List All Invoices from Clientjoy when New Lead Created in Nutshell
Popular Clientjoy + Nutshell flows
Start from a real workflow other teams are already running.
Choose a trigger
Clientjoy
When this happens...
New Customer Added
New Lead Is Added
New Proposal Created
Lead Is Updated
Customer Updated
Choose an action
Nutshell
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
List Tags
Find Customers
Find Leads
Create Person
Create Lead
Create Tag
List All Workspaces from Clientjoy when New Lead Created in Nutshell
Use this flowList Workspace Members in Clientjoy when New Lead Created in Nutshell
Use this flowList All Customers from Clientjoy when New Lead Created in Nutshell
Use this flowCreate Customer in Clientjoy when New Lead Created in Nutshell
Use this flowList All Invoices from Clientjoy when New Lead Created in Nutshell
Use this flowCreate Invoice in Clientjoy when New Lead Created in Nutshell
Use this flowUpdate Invoice in Clientjoy when New Lead Created in Nutshell
Use this flowCreate Lead in Clientjoy when New Lead Created in Nutshell
Use this flowCreate Proposal in Clientjoy when New Lead Created in Nutshell
Use this flowUpdate Lead in Clientjoy when New Lead Created in Nutshell
Use this flowSupported Triggers & Actions
Everything you can automate between Clientjoy and Nutshell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Customer Updated
Runs when customer is updated
New Lead Created
Runs when a new lead is created in Nutshell, within a configurable polling window.
Do thisActions
Action is the task that follows automatically within your Clientjoy integrations.
List All Workspaces
Get all workspaces in account
List Workspace Members
Get all members in a workspace
List All Taxes
Get all taxes in a workspace
List Currencies
Get all currencies in workspace
List All Customers
Get all workspace customers
Create Customer
Create a customer in workspace
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn more
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clientjoy and Nutshell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clientjoy and Nutshell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nutshell. No coding required.
Yes. You can set up a workflow where Clientjoy triggers actions in Nutshell, and a separate workflow where Nutshell triggers actions in Clientjoy. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clientjoy and Nutshell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientjoy and Nutshell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
