Connect webCRM and Clientjoy
Integrate webCRM with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Activity in webCRM when New Customer Added in Clientjoy
List All Activities in Webcrm when New Customer Added in Clientjoy
List All Campaigns from webCRM when New Customer Added in Clientjoy
List All Documents from webCRM when New Customer Added in Clientjoy
List All Events from webCRM when New Customer Added in Clientjoy
Popular webCRM + Clientjoy flows
Start from a real workflow other teams are already running.
Choose a trigger
webCRM
When this happens...
New Activity Is Created
New Delivery
New Document Created
New Opportunity Created
New Organization
New Person Created
New Product Created
New Support Case
Activity Updated
Opportunity Updated
Organisation Updated
Person Is Updated
Product Updated
Support Case Updated
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
Create Activity in webCRM when New Customer Added in Clientjoy
Use this flowList All Activities in Webcrm when New Customer Added in Clientjoy
Use this flowList All Campaigns from webCRM when New Customer Added in Clientjoy
Use this flowList All Documents from webCRM when New Customer Added in Clientjoy
Use this flowList All Events from webCRM when New Customer Added in Clientjoy
Use this flowList All Meetings from webCRM when New Customer Added in Clientjoy
Use this flowList All Milestones from webCRM when New Customer Added in Clientjoy
Use this flowList All Opportunities from webCRM when New Customer Added in Clientjoy
Use this flowList All Organisations from webCRM when New Customer Added in Clientjoy
Use this flowList All Persons from WebCRM when New Customer Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between webCRM and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your webCRM integrations.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
List All Documents
Retrieves the list of all documents
List All Events
Retrieves the list of all events
List All Meetings
Retrieves the list of all meetings
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 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 webCRM 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 webCRM 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 webCRM triggers actions in Clientjoy, and a separate workflow where Clientjoy triggers actions in webCRM. 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 webCRM and Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire webCRM 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.
