viaSocket

Connect Clientjoy and Wrike to Build Intelligent Automations

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Clientjoy

When this happens...

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Wrike

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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.

New Folder

New Folder

Triggered when a new folder is created.

New Subfolder

New Subfolder

Trigger when a subfolder created.

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 Wrike?

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

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

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

How often does the data sync between Clientjoy and Wrike?

The data sync between Clientjoy and Wrike 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 Wrike?

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 Wrike?

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

About Wrike

Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams of all sizes.

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