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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App developer is its official vendor.
This app is supported and maintained by the vendor Clientjoy.
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.
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.
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.
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.
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