Connect Slack and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in Channels
New User Joined or Updated in Your Org
New Message on Slack
New Thread Message
New member join/leave or updated in channel
New Mention
Choose an Action
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
Ready to use Slack and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in Channels
Runs when a new message is received in a specific Slack channel. You can select which channel to monitor.
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New Message on Slack
Runs when a new message is posted anywhere in Slack — across all channels and direct messages. No channel filter applied.
New Thread Message
Runs when new thread message
New member join/leave or updated in channel
Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.
New Mention
Runs when someone mentions your Slack app or user in a channel you belong to.
Do thisActions
Action is the task that follows automatically within your Slack integrations.
Send Message
Send a message to a Slack channel, user, or thread. Supports scheduling and works with both channel names and IDs.
Send Interactive Messages
Collect approval or form responses
Send Block/buttons/Intractive message using AI
Send Block, buttons, or slack form using AI
View_open BlockKit Modal using JSON
Open Model as a response or any BlockKit action
Chat_update slack block or message using messageTs
Update your open or any other chat message using messageTs
Send Message as Thread
Post a reply to an existing Slack thread. Supports immediate or scheduled delivery,
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Step by step guides to integrate Slack and Clientjoy
Frequently Asked Questions
To start, connect both your Slack and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Slack 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 Slack 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 Slack 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 Slack
Slack is an AI-powered work platform for team communication, collaboration, project coordination, and workflow automation. It helps organizations centralize conversations, share files, manage channels, and integrate tools to keep work moving in one place.
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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