Integrations Clientjoy Realty Executives Prime Agent
Clientjoy + Realty Executives Prime Agent

Connect Clientjoy and Realty Executives Prime Agent to Build Intelligent Automations

Choose a Trigger

Clientjoy

When this happens...

Choose an Action

Realty Executives Prime Agent

Automatically do this!

Enable Integrations or automations with these events of Clientjoy and Realty Executives Prime Agent

Enable Integrations or automations with these events of Clientjoy and Realty Executives Prime Agent

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 Realty Executives Prime Agent?

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

Can we customize how data from Clientjoy is recorded in Realty Executives Prime Agent?

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

How often does the data sync between Clientjoy and Realty Executives Prime Agent?

The data sync between Clientjoy and Realty Executives Prime Agent 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 Realty Executives Prime Agent?

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 Realty Executives Prime Agent?

Yes, you can set conditional logic to control the flow of data between Clientjoy and Realty Executives Prime Agent. 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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Realty Executives Prime Agent

About Realty Executives Prime Agent

Prime Agent is Realty Executives' proprietary intranet dashboard that provides quick access to business tools, marketing collateral, news, and resources in one ecosystem.

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