Clientjoy and Salesflare
How to connect Clientjoy
- Via Zapier — 26 operations available. Set it up ↗
- Via Make — 24 modules available. Set it up ↗
What you can automate
- When invoice Is Paid in Clientjoy, create opportunity, then find or create contact in Salesflare.
- When lead Stage Is Changed in Clientjoy, find or create contact in Salesflare.
- When new Client Is Added in Clientjoy, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Invoice Is Created in Clientjoy, create opportunity, then find or create contact in Salesflare.
- When new Lead Is Added in Clientjoy, find or create contact in Salesflare.
- When new Proposal Is Created in Clientjoy, create opportunity in Salesflare.
About Clientjoy
Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.
Clientjoy operations on Zapier
Triggers (12)
Start a workflow when this happens
- Client Is Updated — Triggers when Client information is updated in Clientjoy
- Invoice Is Paid — Triggers when an Invoice is fully paid in Clientjoy
- Invoice Is Sent — Triggers when an Invoice is sent to Client
- Lead Is Updated — Triggers when a Lead's information is updated
- Lead Stage Is Changed — Triggers, when the Lead comes to a specified stage.
Show 7 more triggers
- New Client Is Added — Triggers when a new client is added in Clientjoy
- New Invoice Is Created — Triggers when a new Invoice is created
- New Lead Is Added — Triggers when a new Lead is added in Clientjoy
- New Proposal Is Created — Triggers when a new Proposal is created
- Payment Is Added — Triggers when a new payment record is added to Clientjoy
- Proposal Is Accepted — Triggers when the Proposal is accepted
- Proposal Is Sent — Triggers when a Proposal is sent from Clientjoy
Actions (11)
Things Salesflare can make it do
- Add a New Activity (Todo, Meeting, Event, Etc.) — Creates a new activity on your Clientjoy Calendar.
- Convert Lead to Client — Auto converts a Clientjoy Lead to a Client in Clientjoy.
- Convert Proposal to Invoice — Convert your Proposal's to Invoice directly
- Create Client — Creates a new Client in your Clientjoy workspace
- Create Invoice — Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.
Show 6 more actions
- Create Lead — Create a new Lead in your Clientjoy's Sales Pipeline.
- Create Proposal — Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.
- Find or Create Lead. — Find a Lead in Clientjoy
- Find or create customer. — Find a Client in Clientjoy.
- Update Client — Update the information of Client
- Update Lead — Update the Lead in Clientjoy
Searches (3)
Look up existing records
- Find Client — Find a Client in Clientjoy.
- Find Lead — Find a Lead in Clientjoy
- Find Team Member — This will action will fetch you the team member by their email id or full name
Clientjoy operations on Make
Triggers (12)
Start a workflow when this happens
- Watch Customers — Triggers when a new customer is created.
- Watch Invoice Paid — Triggers when an invoice is paid.
- Watch Invoice Sent — Triggers when an invoice is sent.
- Watch Invoices — Triggers when a new invoice is created.
- Watch Lead Status — Triggers when lead status is changed.
Show 7 more triggers
- Watch Leads — Triggers when a new lead is created.
- Watch Payment Record — Triggers when payment is recorded.
- Watch Proposal Accepted — Triggers when a proposal is accepted.
- Watch Proposal Sent — Triggers when a proposal is sent.
- Watch Proposals — Triggers when a new proposal is created.
- Watch Updated Customers — Triggers when a customer is updated.
- Watch Updated Leads — Triggers when a lead is updated.
Actions (10)
Things Salesflare can make it do
- Create Activity — Creates a new activity.
- Create Customer from Lead — Creates a new customer from a lead.
- Create Invoice from Proposal — Creates a new invoice from a proposal.
- Create a Customer — Creates a new customer.
- Create a Lead — Creates a new lead.
Show 5 more actions
- Create a Proposal — Creates a new proposal.
- Create an Invoice — Creates a new invoice.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Customer — Updates an existing customer.
- Update a Lead — Updates an existing lead.
Searches (2)
Look up existing records
- Find a Customer — Finds a customer.
- Find a Lead — Finds a lead.
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