Connect Gist and Clientjoy to Build Intelligent Automations

Choose a Trigger

Gist

When this happens...

Choose an Action

Clientjoy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice is created

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is added

New Lead is added

Triggers when a new lead is added

New Proposal is created

New Proposal is created

Triggers when a new proposal is created.

Request a new Trigger for Gist

Do thisActions

Action is the task that follows automatically within your Gist integrations.

Create or Update Contact

Create or Update Contact

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply a tag to an existing contact.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

Subscribe to a Campaign

Subscribe to a Campaign

Subscribe a contact to a specific campaign.

Unsubscribe From a Campaign

Unsubscribe From a Campaign

Unsubscribe a contact from a specific Campaign.

Find a Contact

Find a Contact

Find an Existing Contact.

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Frequently Asked Questions

How do I start an integration between Gist and Clientjoy?

To start, connect both your Gist and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Gist triggers actions in Clientjoy (or vice versa).

Can we customize how data from Gist is recorded in Clientjoy?

Absolutely. You can customize how Gist 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.

How often does the data sync between Gist and Clientjoy?

The data sync between Gist and Clientjoy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Gist to Clientjoy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Gist and Clientjoy?

Yes, you can set conditional logic to control the flow of data between Gist 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.

Gist

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

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Clientjoy

About 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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