
When this happens...
Account Created
Timeline Entry Created
Tag Updated
Tag Deleted
Tag Created
Rev Org Created
Part Updated
Part Deleted
Part Created
Group Updated
Group Member Added
Group Created
Dev User Updated
Dev User Created
Conversation Updated
Conversation Deleted
Conversation Created
AI Agent Response
Account Updated
Account Deleted
Webhook Created
Work Created
Work Updated
Work deleted

Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new Account is created.
Trigger when a new Timeline Entry Created.
Trigger when a new Tag Updated.
Trigger when a Tag Deleted.
Trigger when a new Tag Created.
Trigger when a new Rev Org Created.
Action is the task that follows automatically within your DevRev integrations.
Updates the user corresponding to the input ID.
Lists users within your organization.
Lists a collection of parts
Gets a part’s information.
Lists a collection of parts by Type.
Updates a part’s information.
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To start, connect both your DevRev and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in DevRev triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how DevRev data is recorded in Clientjoy. This includes choosing which data fields go into which fields of Clientjoy, setting up custom formats, and filtering out unwanted information.
The data sync between DevRev and Clientjoy 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 DevRev and Clientjoy. 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.
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn MoreAgencyjoy 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 More