Integrations Clientjoy Project Monitor
Clientjoy + Project Monitor

Connect Clientjoy and Project Monitor to Build Intelligent Automations

Choose a Trigger

Clientjoy

When this happens...

Choose an Action

Project Monitor

Automatically do this!

Enable Integrations or automations with these events of Clientjoy and Project Monitor

Enable Integrations or automations with these events of Clientjoy and Project Monitor

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 Project Monitor?

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

Can we customize how data from Clientjoy is recorded in Project Monitor?

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

How often does the data sync between Clientjoy and Project Monitor?

The data sync between Clientjoy and Project Monitor 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 Project Monitor?

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 Project Monitor?

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

About Project Monitor

Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.

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