
When this happens...

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new invoice in created.
Runs when new customer added
Runs when new lead is added
Runs when new proposal created
Runs when lead is updated
Runs when customer is updated
Action is the task that follows automatically within your Symbl.ai integrations.
Submit text to create a conversation and process the content.
Append text to a conversation that you previously processed.
Submit audio using a URL to create a conversation and process the content.
Append audio to an existing conversation using a URL and process the content.
Submit video using a URL to create a conversation and process the content.
Returns a list of conversations that you previously processed.
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To start, connect both your Symbl.ai and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Symbl.ai triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Symbl.ai 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 Symbl.ai 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 Symbl.ai 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.
Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.
Learn MoreAgencyjoy 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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