Connect RotaCloud and Clientjoy to Build Intelligent Automations

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RotaCloud

When this happens...

Choose an Action

Clientjoy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 RotaCloud

Do thisActions

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

Update User

Update User

Update an existing user by user id

Delete a User

Delete a User

Delete an existing user by user id

Create Shift

Create Shift

Creates a shift within RotaCloud.

Create Role

Create Role

Creates a role within RotaCloud.

Create Location

Create Location

Creates a location within RotaCloud.

Create Leave

Create Leave

Creates leave within RotaCloud.

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Frequently Asked Questions

How do I start an integration between RotaCloud and Clientjoy?

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

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

Absolutely. You can customize how RotaCloud 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 RotaCloud and Clientjoy?

The data sync between RotaCloud 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 RotaCloud 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 RotaCloud and Clientjoy?

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

RotaCloud

About RotaCloud

Automate and streamline your staff scheduling and time management with RotaCloud integration.

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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.

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