Connect Membrain and Clientjoy
Integrate Membrain with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Workspaces from Clientjoy when New Activity Created in Membrain
List Workspace Members in Clientjoy when New Activity Created in Membrain
List All Taxes from Clientjoy when New Activity Created in Membrain
List Currencies from Clientjoy when New Activity Created in Membrain
List All Customers from Clientjoy when New Activity Created in Membrain
Popular Membrain + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
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 Activity Created in Membrain
Use this flowList Workspace Members in Clientjoy when New Activity Created in Membrain
Use this flowList All Taxes from Clientjoy when New Activity Created in Membrain
Use this flowList Currencies from Clientjoy when New Activity Created in Membrain
Use this flowList All Customers from Clientjoy when New Activity Created in Membrain
Use this flowCreate Customer in Clientjoy when New Activity Created in Membrain
Use this flowUpdate Customer in Clientjoy when New Activity Created in Membrain
Use this flowList All Invoices from Clientjoy when New Activity Created in Membrain
Use this flowCreate Invoice in Clientjoy when New Activity Created in Membrain
Use this flowUpdate Invoice in Clientjoy when New Activity Created in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
New Customer Added
Runs when new customer added
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
List All Workspaces
Get all workspaces in account
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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Membrain 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 Membrain 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 Membrain triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in Membrain. 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 Membrain and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain 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.
