Connect Envoy for Visitors and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
Automatically do this!
List all Workspaces
List Workspace Owners
List All Taxes
List All Currencies
List All Customers
List All Invoices
Record Invoice Payment
Ready to use Envoy for Visitors and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
New Invoice is created ON HOLD
Triggers when a new invoice in created.
New Customer is added
Triggers when a new customer is added.
New Lead is Created
Triggers when a new lead is added
New Proposal Created
Triggers when a new proposal is created.
Do thisActions
Action is the task that follows automatically within your Envoy for Visitors integrations.
List all Workspaces
Get list of all existing workspaces.
List Workspace Owners
Show all workspace owners
List All Taxes
Get list of all existing taxes in a workspace.
List All Currencies
Get list of all existing currencies in a workspace.
List All Customers
Get list of all existing customers in a workspace.
List All Invoices
Get list of all invoices in a workspace.
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
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.
Learn More
