Connect Heartbeat and Clientjoy
Integrate Heartbeat with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Workspaces from Clientjoy when New Event in Heartbeat
List Workspace Members in Clientjoy when New Event in Heartbeat
List All Taxes from Clientjoy when New Event in Heartbeat
List Currencies from Clientjoy when New Event in Heartbeat
List All Customers from Clientjoy when New Event in Heartbeat
Popular Heartbeat + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
Heartbeat
When this happens...
New Event
New Thread
On group join
New User
New Event Rsvp
New or Updated User
Course completed
Choose an action
Clientjoy
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
List All Workspaces from Clientjoy when New Event in Heartbeat
Use this flowList Workspace Members in Clientjoy when New Event in Heartbeat
Use this flowList All Taxes from Clientjoy when New Event in Heartbeat
Use this flowList Currencies from Clientjoy when New Event in Heartbeat
Use this flowList All Customers from Clientjoy when New Event in Heartbeat
Use this flowCreate Customer in Clientjoy when New Event in Heartbeat
Use this flowUpdate Customer in Clientjoy when New Event in Heartbeat
Use this flowList All Invoices from Clientjoy when New Event in Heartbeat
Use this flowCreate Invoice in Clientjoy when New Event in Heartbeat
Use this flowUpdate Invoice in Clientjoy when New Event in Heartbeat
Use this flowSupported Triggers & Actions
Everything you can automate between Heartbeat and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
Do thisActions
Action is the task that follows automatically within your Heartbeat integrations.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Heartbeat and Clientjoy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Heartbeat and Clientjoy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clientjoy. No coding required.
Yes. You can set up a workflow where Heartbeat triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in Heartbeat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Heartbeat and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Heartbeat and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
