Agencyjoy + Nifty
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.
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 Added
Triggers when a new client is added in Agencyjoy.
- automatically do this...Create Project
Creates a new project.
- then do this!Create Status
Creates a new status.
- Free forever for core features
- 14 day trial for premium features & apps
WorkspaceRequired
StageRequired
Try ItIn which workspace you need to add the Lead?Required
Try ItWorkspaceRequired
Try ItChoose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
Ends AtRequired
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
In which workspace you need to add the customer?Required
Try ItWorkspaceRequired
Try ItChoose workspaceRequired
Lead email (optional)
Lead Id (optional)
Agencyjoy WorkspaceRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's title or designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
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
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.