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Connect Clientjoy integrations

Administer your entire client lifecycle with Clientjoy by automatically converting new leads into proposals and invoices. Connecting your sales tools with our workflow automation lets you sync meeting notes and track payment statuses in one place. Sign up now to build your first client management pipeline.

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Build your Clientjoy integrations.

Connect Clientjoy with Make to automate your client lifecycle. Make can trigger workflows when new leads, customers, proposals, or invoices are added or updated within Clientjoy, or when invoices are sent or paid. Conversely, use Make to perform actions in Clientjoy, such as creating new leads, customers, proposals, and invoices, or updating existing records, allowing you to automatically convert leads into customers and track payment statuses.

Clientjoy
Create Customer from Lead

Creates a new customer from a lead.

Action
Clientjoy
Create a Customer

Creates a new customer.

Action
Clientjoy
Create a Lead

Creates a new lead.

Action
Clientjoy
Create a Proposal

Creates a new proposal.

Action
Clientjoy
Create an Invoice

Creates a new invoice.

Action
Clientjoy
Find a Customer

Finds a customer.

Search
Clientjoy
Find a Lead

Finds a lead.

Search
Clientjoy
Make an API Call

Performs an arbitrary authorized API call.

Action
Clientjoy
Update a Customer

Updates an existing customer.

Action

Connect any app with Clientjoy

Popular Clientjoy workflows.

Looking to get more out of Clientjoy? With Make you can visually integrate Clientjoy into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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