Connect Teamgate and Clientjoy
Integrate Teamgate with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Workspaces from Clientjoy when New Company Created in Teamgate
List Workspace Members in Clientjoy when New Company Created in Teamgate
List All Taxes from Clientjoy when New Company Created in Teamgate
List Currencies from Clientjoy when New Company Created in Teamgate
List All Customers from Clientjoy when New Company Created in Teamgate
Popular Teamgate + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamgate
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed
Choose an action
Clientjoy
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
List All Workspaces from Clientjoy when New Company Created in Teamgate
Use this flowList Workspace Members in Clientjoy when New Company Created in Teamgate
Use this flowList All Taxes from Clientjoy when New Company Created in Teamgate
Use this flowList Currencies from Clientjoy when New Company Created in Teamgate
Use this flowList All Customers from Clientjoy when New Company Created in Teamgate
Use this flowCreate Customer in Clientjoy when New Company Created in Teamgate
Use this flowUpdate Customer in Clientjoy when New Company Created in Teamgate
Use this flowList All Invoices from Clientjoy when New Company Created in Teamgate
Use this flowCreate Invoice in Clientjoy when New Company Created in Teamgate
Use this flowUpdate Invoice in Clientjoy when New Company Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Teamgate and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Teamgate integrations.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
List Products Collection
Retrieves the list of all product records from your Teamgate CRM account.
List Emails Collection
Retrieves a list of all emails from your Teamgate account
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamgate and Clientjoy accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teamgate and Clientjoy as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clientjoy. No coding required.
Yes. You can set up a workflow where Teamgate triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in Teamgate. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teamgate and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamgate and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
