Connect Clientjoy integrations
Overhaul your agency's client relationships by connecting Clientjoy to Make. Linking this CRM with our workflow automation tool lets you instantly launch onboarding templates, sign proposals, and generate invoices. Automatically route payment alerts and sync lead statuses across your daily tools. Register for free today to build your first client pipeline.
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App developer is its official vendor.
This app is supported and maintained by the vendor Clientjoy.
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Creates a new customer from a lead.
Creates a new customer.
Creates a new lead.
Creates a new proposal.
Creates a new invoice.
Finds a customer.
Finds a lead.
Performs an arbitrary authorized API call.
Updates an existing customer.
Connect any app with Clientjoy
Popular Clientjoy workflows.
Connect Clientjoy with your favorite apps using Make. Automate daily tasks and sync client data with these popular ready-to-use workflows.
Automate and integrate Clientjoy with your favorite tools using Make
Connect Clientjoy with Make to automate your daily tasks. Automatically capture leads, sync invoice details with accounting software, and send instant Slack notifications to your team without manual data entry.
Automatically kick off your onboarding process by creating shared folders and sending Slack alerts the moment a proposal is signed in Clientjoy.
Send leads from your website contact forms directly into Clientjoy without any manual data entry.
Sync your invoice and payment details from Clientjoy to your favorite accounting software instantly.
Let your team know immediately on Slack or Microsoft Teams whenever a client signs a contract or pays an invoice.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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