Integrations Clientjoy Planbox Innovation Central
Clientjoy + Planbox Innovation Central

Connect Clientjoy and Planbox Innovation Central to Build Intelligent Automations

Choose a Trigger

Clientjoy

When this happens...

Choose an Action

Planbox Innovation Central

Automatically do this!

Enable Integrations or automations with these events of Clientjoy and Planbox Innovation Central

Enable Integrations or automations with these events of Clientjoy and Planbox Innovation Central

Triggers

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.

Request a new Trigger for Clientjoy

Actions

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.

Request a new Action for Clientjoy

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Frequently Asked Questions

How do I start an integration between Clientjoy and Planbox Innovation Central?

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

Can we customize how data from Clientjoy is recorded in Planbox Innovation Central?

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

How often does the data sync between Clientjoy and Planbox Innovation Central?

The data sync between Clientjoy and Planbox Innovation Central 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 Planbox Innovation Central?

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 Planbox Innovation Central?

Yes, you can set conditional logic to control the flow of data between Clientjoy and Planbox Innovation Central. 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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Planbox Innovation Central

About Planbox Innovation Central

Planbox Innovation Central is a best-in-class workflow-driven online portal and tool for your employees, customers, partners and community to collaborate, discover, evaluate, manage, and develop creative ideas and actionable solutions.

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