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Clientjoy
Make Code

Connect Clientjoy and Make Code

Explore ready-made Clientjoy and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate Clientjoy with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Clientjoy
Trigger: Watch Customers
Make Code
Action: Select an action
1. Select a trigger

  • Triggers when a new customer is created.

  • Triggers when an invoice is paid.

  • Triggers when an invoice is sent.

  • Triggers when a new invoice is created.

  • Triggers when lead status is changed.

  • Triggers when a new lead is created.

  • Triggers when payment is recorded.

  • Triggers when a proposal is accepted.

  • Triggers when a proposal is sent.

  • Triggers when a new proposal is created.

  • Triggers when a customer is updated.

  • Triggers when a lead is updated.

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Clientjoy and Make Code.

Create a Customer
Creates a new customer.
Action
Create a Lead
Creates a new lead.
Action
Create a Proposal
Creates a new proposal.
Action
Create Activity
Creates a new activity.
Action
Create an Invoice
Creates a new invoice.
Action
Create Customer from Lead
Creates a new customer from a lead.
Action
Create Invoice from Proposal
Creates a new invoice from a proposal.
Action
Find a Customer
Finds a customer.
Search
Find a Lead
Finds a lead.
Search
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.