Connect Pastel and Clientjoy to Build Intelligent Automations

Choose a Trigger

Pastel

When this happens...

Choose an Action

Clientjoy

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Canvases

New Canvases

Triggers when a new canvas is created.

New Project

New Project

Triggers when a new Project is created.

New Invoice is created

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

New Customer is added

Triggers when a new customer is added.

New Lead is added

New Lead is added

Triggers when a new lead is added

New Proposal is created

New Proposal is created

Triggers when a new proposal is created.

Request a new Trigger for Pastel

Do thisActions

Action is the task that follows automatically within your Pastel integrations.

Get all Workspaces

Get all Workspaces

Get list of all existing workspaces.

List all Owners of a Workspace

List all Owners of a Workspace

Get list of all existing owners of a workspace.

Get all Taxes

Get all Taxes

Get list of all existing taxes in a workspace.

Get all Currencies

Get all Currencies

Get list of all existing currencies in a workspace.

Get all Customers

Get all Customers

Get list of all existing customers in a workspace.

Get all Invoices

Get all Invoices

Get list of all invoices in a workspace.

Request a new Action for Pastel

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Frequently Asked Questions

How do I start an integration between Pastel and Clientjoy?

To start, connect both your Pastel and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in Clientjoy (or vice versa).

Can we customize how data from Pastel is recorded in Clientjoy?

Absolutely. You can customize how Pastel 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.

How often does the data sync between Pastel and Clientjoy?

The data sync between Pastel and Clientjoy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pastel to Clientjoy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pastel and Clientjoy?

Yes, you can set conditional logic to control the flow of data between Pastel 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.

Pastel

About Pastel

Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.

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Clientjoy

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