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Agencyjoy + Nifty

Agencyjoy + Nifty

Agencyjoy + Nifty integrations

Create projects and task lists in Nifty from new Agencyjoy customers

Need a more efficient way to prep your new customer follow ups? Activate this Zap to create a project and an initial set of tasks automatically in Nifty when a new customer is added to Agencyjoy.

When this happens...
New Client Is AddedTriggers when a new client is added in Agencyjoy.
TriggerInstant
automatically do this...
Create ProjectCreates a new project.
ActionWrite
then do this!
Create StatusCreates a new status.
ActionWrite

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More things you can do with Agencyjoy and Nifty

Discover other triggers and actions you can use with Agencyjoy and Nifty

- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- In which workspace you need to add the Lead?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Choose Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace in Agencyjoy
  Required
- Lead's name
  Required
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal Size
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write

- Workspace
  Required
- Lead Id
  Required
- Name
- Email
- Phone
- Company
- Title
- Stage
  Required
- Source
  Required
- Owner
  Required
- Currency
  Required
- Deal size
- Conversion Probability
- Website
- Privacy
  Required
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose Workspace
  Required
- Field to Search By
  Required
Action
Search

- Agencyjoy Workspace
  Required
- Field to Search By
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Status
- Task
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Status
Trigger
Polling
Try It
- Project
  Required
- Name
  Required
- Content
- Members
Action
Write
- Project
  Required
- Content
  Required
- Send as Bot
Action
Write
- Name
  Required
- Portfolio
- Template Category
- Admins
- Team Members
- Guests
- Public to the portfolio
  Required
Action
Write
- Name
  Required
- Members
Action
Write
- Project
  Required
- Name
  Required
Action
Write

- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Choose workspace
  Required
- Lead email (optional)
- Lead Id (optional)
Action
Write
- Agencyjoy Workspace
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- Currency
  Required
- Owner
  Required
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- Workspace
  Required
- Field to Search By
  Required
Action
Search
- Choose the workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace in Agencyjoy
  Required
- Field to Search By
  Required
- Lead's name
  Required
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal Size
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
New User
Triggers when a new user is invited.
Trigger
Polling
Try It
- Name
  Required
- Color
Action
Write
- Project
  Required
- Name
  Required
- Start
  Required
- End
  Required
Action
Write
- Status
- Task
  Required
- Name
  Required
- Assignees
Action
Write
- Project
  Required
- Status
  Required
- Add the task at the top of the list
- Name
  Required
- Description
- Task List
- Tags
- Assignees
- Due Date
Action
Write

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.

Related categories

About Nifty

Nifty helps you communicate with your team members and manage your projects — all in one place. Project management has never been easier, fun, and more efficient.

Learn moreLearn moreHelpHelp

Related categories

Project Management