Connect Pencil Spaces and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
User Joins or Leaves a Room
Choose an Action
Automatically do this!
List all Workspaces
List All Owners of a Workspace
List All Taxes
List All Currencies
List All Customers
List All Invoices
Ready to use Pencil Spaces and Clientjoy automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Joins or Leaves a Room
Runs when a user joins or leaves a room in Pencil Spaces.
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 Pencil Spaces integrations.
Create Space
Creates a new collaborative space and invites the listed hosts and participants.
Invite User
Sends an email inviting a user to join the institution.
List all Workspaces
Get list of all existing workspaces.
List All Owners of a Workspace
Get list of all existing owners of a workspace.
List All Taxes
Get list of all existing taxes in a workspace.
List All Currencies
Get list of all existing currencies in a workspace.
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Frequently Asked Questions
To start, connect both your Pencil Spaces and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Pencil Spaces triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces 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 Pencil Spaces
Pencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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.
Learn More
