Plane.so

Project Management

Clientjoy

CRM

Integrations Plane.so Clientjoy

Create integrations between Plane.so and Clientjoy

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Get all Workspaces in Clientjoy when New Issue Created in Plane.so

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List all Owners of a Workspace in Clientjoy when New Issue Created in Plane.so

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Get all Taxes in Clientjoy when New Issue Created in Plane.so

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Get all Currencies in Clientjoy when New Issue Created in Plane.so

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Get all Customers in Clientjoy when New Issue Created in Plane.so

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Get all Invoices in Clientjoy when New Issue Created in Plane.so

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Add a Project in Plane.so when New Invoice is created in Clientjoy

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Fetch all projects from Plane.so when New Invoice is created in Clientjoy

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Get Project Details in Plane.so when New Invoice is created in Clientjoy

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Update project details in Plane.so when New Invoice is created in Clientjoy

Actions and Triggers

Triggers

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

New Invoice is created

Triggers when a new invoice in created.

New Customer is added

Triggers when a new customer is added.

New Lead is added

Triggers when a new lead is added

New Proposal is created

Triggers when a new proposal is created.

Actions

Add a Project

Add project in a workspace.

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get project details in a workspace.

Update project details

Update a project in a workspace.

Create an Issue

Adds a new issue to a specified project.

Retrieve Project Issues

Retrieves a list of all issues within a specific project.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

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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.

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