Clientjoy + Handwrytten

Send new Clientjoy customers Handwrytten cards

Set up this Zap to automatically send a personalized Handwritten note to each new customer, as soon as they're added to Clientjoy. This integration keeps your outreach flowing without any added clicks or keystrokes.

When this happens...
New Client Is Added
Triggers when a new client is added in Clientjoy
TriggerInstant
automatically do this!
Send Card
Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).
ActionWrite

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Supported triggers and actions

What does this mean?

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- StageRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Trigger
Instant
Try It
- Choose WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
Action
Write

- Choose 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
Action
Write
- Choose WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Choose WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient EmailRequired
- Name of the Proposal or TitleRequired
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probablity
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Clientjoy WorkspaceRequired
- Field To Search ByRequired
- 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
- Client 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
Address List
Triggers when Recipient Addresses are needed.
Trigger
Scheduled
Try It
- Credit Card
Action
Write
- Card NameRequired
- Cover Image
- Header Type
- Footer Type
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Body Signature ID
- Sign Off
- Wishes Signature ID
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
Action
Write
- Address IDRequired
- First Name
- Last Name
- Business Name
- Address Line 1
- Address Line 2
- City
- State or Province
- Postal Code
- Country
- Birthday
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
- Credit Card
Action
Write
- First NameRequired
- Last Name
Action
Search

- WorkspaceRequired
Trigger
Instant
Try It
- In which workspace you need to add the Customer?Required
Trigger
Instant
Try It
- In which workspace you need to add the Lead?Required
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
Action
Write
- Clientjoy 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
- Client 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 in ClientjoyRequired
- Lead's nameRequired
- 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 SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- 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
- WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Choose the workspaceRequired
- Team member's email or Full nameRequired
Action
Search
- Workspace in ClientjoyRequired
- Field To Search ByRequired
- Lead's nameRequired
- 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 SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write
Empty Basket
Clears your basket.
Action
Write
- Order IDRequired
- Succeed On Not Found
Action
Write
- CampaignRequired
- Contact IDRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Send DateRequired
- Webhook URL
- Credit Card
Action
Write
- Image TypeRequired
- ImageRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Search or write

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Handwrytten

Handwrytten is a way to automatically send real cards and notes written in pen and ink.

Learn more Help

Related categories

Customer Appreciation

PRODUCTS

CAPABILITIES

By team

Clientjoy + Handwrytten

Send new Clientjoy customers Handwrytten cards

Invoice Is Paid

Lead Stage Is Changed

WorkspaceRequired

StageRequired

New Invoice Is Created

WorkspaceRequired

New Proposal Is Created

WorkspaceRequired

Proposal Is Accepted

WorkspaceRequired

Client Is Updated

WorkspaceRequired

Convert Lead to Client

Choose WorkspaceRequired

Lead Email (optional)

Lead Id (optional)

Add a New Activity (Todo, Meeting, Event, Etc.)

Choose 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

Create Invoice

Choose WorkspaceRequired

Recipient NameRequired

Recipient's Email addressRequired

Invoice date

Due date

Choose Item (Product or Service that you are offering)

Item Description

Unit

Quantity

Rate

Tax

Adjustments

Discount Type (Number / Percent)Required

Discount value

When to apply discount?Required

Is this a recurring Invoice?Required

Choose Payment method

Client note

Terms and conditions

Invoice Color

Create Proposal

Choose WorkspaceRequired

Please choose whether Proposal is for a Lead or CustomerRequired

Recipient NameRequired

Recipient EmailRequired

Name of the Proposal or TitleRequired

Proposal expiry date

Choose your custom proposal template

Choose from Clientjoy's inbuilt templates

Choose Item (Product or Service that you are offering)

Item Description

Unit (e.g. hours, months, etc.)

Quantity

Item Rate

Choose Tax

Want to apply discount?

Choose True if you want to send the proposal automatically to the receiver.

Update Lead

WorkspaceRequired

Lead IdRequired

Name

Email

Phone

Company