Connect Clientjoy and Serper to Build Intelligent Automations

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Clientjoy

When this happens...

Choose an Action

Serper

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your Clientjoy integrations.

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.

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Frequently Asked Questions

How do I start an integration between Clientjoy and Serper?

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

Can we customize how data from Clientjoy is recorded in Serper?

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

How often does the data sync between Clientjoy and Serper?

The data sync between Clientjoy and Serper 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 Serper?

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 Serper?

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

About Serper

Serper is a developer-centric platform designed to enhance and streamline the development process. It offers a suite of tools and services that cater to the needs of developers, providing efficient solutions for coding, testing, and deployment. With a focus on improving productivity and collaboration, Serper is an essential tool for modern software development teams.

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