Automate anything with way-we-do & clientjoy Integrations!

When this happens

Triggers

way-we-do
New Comment

Triggers when a new comment is added to a checklist.

way-we-do
Checklist Started

Triggers when a checklist instance is started.

way-we-do
Checklist Step Completed

Triggers when a checklist instance step is completed.

way-we-do
Procedure Accepted

Triggers when a procedure has been accepted.

way-we-do
Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

way-we-do
Checklist Finished

Triggers when a checklist instance is finished.

clientjoy
New Invoice is created

Triggers when a new invoice in created.

clientjoy
New Customer is added

Triggers when a new customer is added.

clientjoy
New Lead is added

Triggers when a new lead is added

clientjoy
New Proposal is created

Triggers when a new proposal is created.

Do this

Actions

clientjoy
Get all Workspaces

Get list of all existing workspaces.

clientjoy
List all Owners of a Workspace

Get list of all existing owners of a workspace.

clientjoy
Get all Taxes

Get list of all existing taxes in a workspace.

clientjoy
Get all Currencies

Get list of all existing currencies in a workspace.

clientjoy
Get all Customers

Get list of all existing customers in a workspace.

clientjoy
Get all Invoices

Get list of all invoices in a workspace.

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

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.

Way We Do
About 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.

Integrations run at

viasocket