Connect LionDesk and Clientjoy
Integrate LionDesk with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in LionDesk when New Customer Added in Clientjoy
Start Campaign in Liondesk when New Customer Added in Clientjoy
Update Hotness in LionDesk when New Customer Added in Clientjoy
Find a Contact in LionDesk when New Customer Added in Clientjoy
List Campaigns in Liondesk when New Customer Added in Clientjoy
Popular LionDesk + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
LionDesk
When this happens...
New Contact
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
Create Contact in LionDesk when New Customer Added in Clientjoy
Use this flowStart Campaign in Liondesk when New Customer Added in Clientjoy
Use this flowUpdate Hotness in LionDesk when New Customer Added in Clientjoy
Use this flowFind a Contact in LionDesk when New Customer Added in Clientjoy
Use this flowList Campaigns in Liondesk when New Customer Added in Clientjoy
Use this flowList Contacts from LionDesk when New Customer Added in Clientjoy
Use this flowList Custom Fields from LionDesk when New Customer Added in Clientjoy
Use this flowList Sources from LionDesk when New Customer Added in Clientjoy
Use this flowList Hotnesses from LionDesk when New Customer Added in Clientjoy
Use this flowList Events from LionDesk when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between LionDesk and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
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
Customer Updated
Runs when customer is updated
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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 LionDesk 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 LionDesk 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 LionDesk triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in LionDesk. 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 LionDesk and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LionDesk 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.
