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Create integrations between Clientjoy and Way We Do
Add a New User to Way We Do when New Invoice is created in Clientjoy
Complete a Checklist Step in Way We Do when New Invoice is created in Clientjoy
Add a Checklist Comment to Way We Do when New Invoice is created in Clientjoy
Start Checklist Instance in Way We Do when New Invoice is created in Clientjoy
Find a Checklist by Title in Way-we-do when New Invoice is created in Clientjoy
Find a Checklist Instance by ID in Way We Do when New Invoice is created in Clientjoy
Find a Checklist Instance by Title in Way We Do when New Invoice is created in Clientjoy
Find a Checklist Step by ID in Way-we-do when New Invoice is created in Clientjoy
Find a Procedure by Title in Way-we-do when New Invoice is created in Clientjoy
Find a Procedure or Checklist by ID in Way We Do when New Invoice is created in Clientjoy
Actions and Triggers
When this happensTriggers
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.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Do thisActions
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.
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Frequently Asked Questions
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 MoreAbout Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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