Connect Google Drive and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated File in specific folder
Choose an Action
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
Ready to use Google Drive and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated File in specific folder
Return files that were created or modified in a specified Google Drive folder within the configured time window.
New Invoice is created
Triggers when a new invoice in created.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Do thisActions
Action is the task that follows automatically within your Google Drive integrations.
Create a new sheet or doc or slide
Create a new Google Docs document, Sheet, or Slide in Google Drive and optionally save it to a chosen folder.
Create Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
Share File
Grant a specific user or anyone access to a Google Drive file as Viewer, Commenter, or Editor.
Copy a File
Make a copy of a Google Drive file into a selected folder, optionally giving it a new name.
List Files
Get files from Drive or folder
Share File With Anyone
Make a file accessible via a shareable link and set access level (Viewer, Commenter, Editor).
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Frequently Asked Questions
To start, connect both your Google Drive and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Google Drive 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 Google Drive 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 Google Drive 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 Google Drive
Google Drive is a secure cloud storage and file collaboration platform that lets users store, share, organize, sync, and collaborate on files from anywhere, including documents, spreadsheets, PDFs, and other file types.
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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