Connect Reflect and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
Choose an Action
Automatically do this!
Get all Workspaces
List all Owners of a Workspace
Get all Taxes
Get all Currencies
Get all Customers
Get all Invoices
Ready to use Reflect and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Link
Triggers when a new link is created
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.
Do thisActions
Action is the task that follows automatically within your Reflect integrations.
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
Get all Workspaces
Get list of all existing workspaces.
List all Owners of a Workspace
Get list of all existing owners of a workspace.
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Frequently Asked Questions
To start, connect both your Reflect and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Reflect 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 Reflect 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 Reflect 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 Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
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.
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