Connect Tactiq and Clientjoy to Build Intelligent Automations
Choose a Trigger
When this happens...
Transcript Is Ready
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 Tactiq and Clientjoy automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Transcript Is Ready
Runs when transcript is ready
New Invoice is created
Triggers when a new invoice in created.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Do thisActions
Action is the task that follows automatically within your Tactiq integrations.
List All Workspaces
Get all workspaces in account
List Workspace Members
Get all members in a workspace
List All Taxes
Get all taxes in a workspace
List Currencies
Get all currencies in workspace
List All Customers
Get all workspace customers
Create Customer
Create a customer in workspace
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Frequently Asked Questions
To start, connect both your Tactiq and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in Tactiq triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how Tactiq 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 Tactiq 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 Tactiq 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 Tactiq
Tactiq is a powerful tool designed to enhance your meeting productivity by providing real-time transcription and note-taking capabilities. It seamlessly integrates with popular video conferencing platforms, allowing users to capture and share meeting insights effortlessly. With Tactiq, you can ensure that no important detail is missed during your meetings, making it an essential tool for professionals who rely on accurate and efficient communication.
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.
Learn More
