Connect Clientjoy and ProjectManager
Integrate Clientjoy with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ProjectManager when New Customer Added in Clientjoy
Create Task in ProjectManager when New Customer Added in Clientjoy
Update Project in ProjectManager when New Customer Added in Clientjoy
Update Task in ProjectManager when New Customer Added in Clientjoy
Update Timesheet Entry ID in ProjectManager when New Customer Added in Clientjoy
Popular Clientjoy + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
Get Tasks
Get a List of Users
Get Projects
Create Task Comment
Create Project in ProjectManager when New Customer Added in Clientjoy
Use this flowCreate Task in ProjectManager when New Customer Added in Clientjoy
Use this flowUpdate Project in ProjectManager when New Customer Added in Clientjoy
Use this flowUpdate Task in ProjectManager when New Customer Added in Clientjoy
Use this flowUpdate Timesheet Entry ID in ProjectManager when New Customer Added in Clientjoy
Use this flowGet Project Details from ProjectManager when New Customer Added in Clientjoy
Use this flowGet Task Details in Projectmanager when New Customer Added in Clientjoy
Use this flowCreate User in ProjectManager when New Customer Added in Clientjoy
Use this flowGet User Details from ProjectManager when New Customer Added in Clientjoy
Use this flowUpdate User in ProjectManager when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Clientjoy and ProjectManager.
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 Resource Added
Runs when a new person, material, or tool is added to your account
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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AI will build it for you
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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clientjoy and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where Clientjoy triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientjoy and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
