Connect Document360 and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
Get all Workspaces
List all Owners of a Workspace
Get all Taxes
Get all Currencies
Get all Customers
Get all Invoices
Ready to use Document360 and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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.
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Frequently Asked Questions
To start, connect both your Document360 and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Document360 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 Document360 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 Document360 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.
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout 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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