Connect Join.me and clientsuccess to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Join.me
Choose an Action
Automatically do this!
- Request a new Action for clientsuccess
Enable Integrations or automations with these events of Join.me and clientsuccess
Enable Integrations or automations with these events of Join.me and clientsuccess
Actions
List Scheduled Meetings
Get all existing Scheduled Meetings.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Join.me and clientsuccess accounts to viaSocket. Once connected, you can set up a workflow where an event in Join.me triggers actions in clientsuccess (or vice versa).
Absolutely. You can customize how Join.me data is recorded in clientsuccess. This includes choosing which data fields go into which fields of clientsuccess, setting up custom formats, and filtering out unwanted information.
The data sync between Join.me and clientsuccess 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 Join.me and clientsuccess. 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 Join.me
Join.me is a versatile online meeting and screen sharing tool that allows users to host and join meetings with ease. It offers features such as video conferencing, screen sharing, and collaboration tools to enhance productivity and communication.
Learn MoreAbout clientsuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
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