Connect KanbanFlow and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Moved
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 KanbanFlow and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
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 KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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.
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Frequently Asked Questions
To start, connect both your KanbanFlow and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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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