Connect Clientjoy and Office 365 to Build Intelligent Automations

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Clientjoy

When this happens...

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Office 365

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Contact

New Contact

Triggers when new contact is created.

Request a new Trigger for Clientjoy

Do thisActions

Action is the task that follows automatically within your Clientjoy integrations.

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.

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Step by step guides to integrate Clientjoy and Office 365

Frequently Asked Questions

How do I start an integration between Clientjoy and Office 365?

To start, connect both your Clientjoy and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in Office 365 (or vice versa).

Can we customize how data from Clientjoy is recorded in Office 365?

Absolutely. You can customize how Clientjoy data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clientjoy and Office 365?

The data sync between Clientjoy and Office 365 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 Office 365?

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 Office 365?

Yes, you can set conditional logic to control the flow of data between Clientjoy and Office 365. 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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Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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