Connect rollworks and Clientjoy to Build Intelligent Automations

Choose a Trigger

rollworks

When this happens...

Choose an Action

Clientjoy

Automatically do this!

Enable Integrations or automations with these events of rollworks and Clientjoy

Enable Integrations or automations with these events of rollworks and Clientjoy

Triggers

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 rollworks

Actions

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 rollworks

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Frequently Asked Questions

How do I start an integration between rollworks and Clientjoy?

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

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

Absolutely. You can customize how rollworks 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 rollworks and Clientjoy?

The data sync between rollworks 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 rollworks 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 rollworks and Clientjoy?

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

rollworks

About rollworks

RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.

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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