
When this happens...
New Invoice is created
New Customer is added
New Lead is added
New Proposal is created

Automatically do this!
Get all users
Get a user
PlusPerson Search for leads
PlusPerson Create a bulk leads job
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice in created.
Triggers when a new customer is added.
Triggers when a new lead is added
Triggers when a new proposal is created.
Action is the task that follows automatically within your Clientjoy integrations.
Get list of all existing workspaces.
Get list of all existing owners of a workspace.
Get list of all existing taxes in a workspace.
Get list of all existing currencies in a workspace.
Get list of all existing customers in a workspace.
Get list of all invoices in a workspace.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clientjoy and Visualvisitor accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientjoy triggers actions in Visualvisitor (or vice versa).
Absolutely. You can customize how Clientjoy data is recorded in Visualvisitor. This includes choosing which data fields go into which fields of Visualvisitor, setting up custom formats, and filtering out unwanted information.
The data sync between Clientjoy and Visualvisitor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clientjoy and Visualvisitor. 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.
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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