Connect Toodledo and Clientjoy
Integrate Toodledo with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Workspace Members in Clientjoy when New Notes Added to Folder in Toodledo folder
List All Taxes from Clientjoy when New Notes Added to Folder in Toodledo folder
List All Customers from Clientjoy when New Notes Added to Folder in Toodledo folder
Create Customer in Clientjoy when New Notes Added to Folder in Toodledo folder
List All Invoices from Clientjoy when New Notes Added to Folder in Toodledo folder
Popular Toodledo + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
Toodledo
When this happens...
New Notes Added to Folder
New Task Created
New Task Created In Folder
Task Is Completed
Task Is Starred
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 Workspace Members in Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowList All Taxes from Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowList All Customers from Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowCreate Customer in Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowList All Invoices from Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowCreate Invoice in Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowUpdate Lead in Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowList All Leads from Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowUpdate Proposal in Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowUpdate Proposal Status in Clientjoy when New Notes Added to Folder in Toodledo folder
Use this flowSupported Triggers & Actions
Everything you can automate between Toodledo and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Notes Added to Folder
Triggers when a new note is added to the folder you choose.
New Task Created
Runs when new task is created in Toodledo.
New Task Created In Folder
Runs when a new task is created in the specified folder.
Task Is Completed
Runs when a task is marked completed.
Task Is Starred
Runs when task is starred.
New Customer Added
Runs when new customer added
Do thisActions
Action is the task that follows automatically within your Toodledo integrations.
List Tasks
List tasks from your account.
List Notes
Retrieve notes from Toodledo, optionally filtered by date range or folder.
Create Outline
Adds a new outline to your Toodledo account.
Create Task
Add a new task with title, notes, due date/time, reminders, tags, priority, goal, location, and repeat.
Delete Tasks by IDs
Permanently delete up to 50 tasks by their IDs.
Create Note
Create a new note and optionally add it to a folder.
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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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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Toodledo 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 Toodledo 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 Toodledo triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in Toodledo. 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 Toodledo and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Toodledo 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.
