
When this happens...
New DataSet Is Created
New Card Created
New Task Created
New Project Created

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.
Runs when new DataSet is created
Runs when a new card is created in Domo.
Runs when a new task is created.
Runs when a new project is created.
Triggers when a new invoice in created.
Runs when new customer added
Action is the task that follows automatically within your Domo integrations.
Create a new DataSet in Domo.
Creates a new list in a Domo project with a specified name and type, and an optional order.
Updates an existing list in Domo with a new name, type, or position.
Creates a new Domo group with the name you provide.
Create a project with a name, team members, visibility, description, and due date.
Update a project's name, description, due date, or public/private setting.
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To start, connect both your Domo and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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.
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
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.
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