Clientjoy

CRM (Customer Relationship Management)

ProjectManager

Project Management, Team Collaboration

Integrations Clientjoy ProjectManager

Create integrations between Clientjoy and ProjectManager

Create Project in ProjectManager when New Invoice is created in Clientjoy

Get Project Details from ProjectManager when New Invoice is created in Clientjoy

Get Task Details in Projectmanager when New Invoice is created in Clientjoy

Get Project Statuses in Projectmanager when New Invoice is created in Clientjoy

Get Project Priorities in Projectmanager when New Invoice is created in Clientjoy

Get Task Statuses in Projectmanager when New Invoice is created in Clientjoy

Get User Details from ProjectManager when New Invoice is created in Clientjoy

Get Project Folders from ProjectManager when New Invoice is created in Clientjoy

Get Task Priorities from ProjectManager when New Invoice is created in Clientjoy

Create Project in ProjectManager when New Customer is added in Clientjoy

Actions and Triggers

Get all Workspaces

Get list of all existing workspaces.

List all Owners of a Workspace

Get list of all existing owners of a workspace.

Get all Taxes

Get list of all existing taxes in a workspace.

Get all Currencies

Get list of all existing currencies in a workspace.

Get all Customers

Get list of all existing customers in a workspace.

Get all Invoices

Get list of all invoices in a workspace.

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

Triggers when a new customer is added.

New Lead is added

Triggers when a new lead is added

New Proposal is created

Triggers when a new proposal is created.

Create Project

Creates a new project

New User

Triggered when a new user is added to your account

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

Get Project Details

Get details of a specific project.

Get Task Details

Get the details of one specific task, you will need to know the task's unique ID

Get Project Statuses

Get all the statuses which can be applied to a project

Get Project Priorities

Gets a list of all the priorities which can be applied to a project

Get Task Statuses

Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

Get User Details

Get the details of a specific user.

Get Project Folders

Get all of the project folders.

Get Task Priorities

Get all the priorities which can be applied to a task.

Know More About
Viasocket Integrations

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viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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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.

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