Connect Elasticsearch and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Elasticsearch
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
Use the Built-in Integrations
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 Elasticsearch integrations.
Create Document
create a doc
Create Document ( without selecting index)
index name is inside the document
Bulk Add Documents to an index
add many documents in one go
Delete Index
delete an index
Create Index
create an index
Search (Fuzzy search)
fuzzy search
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Frequently Asked Questions
To start, connect both your Elasticsearch and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Elasticsearch triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Elasticsearch 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 Elasticsearch 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 Elasticsearch 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 Elasticsearch
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
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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