Clientjoy + involve.me
Create new Clientjoy clients from completed involve.me submissions
Easily streamline your client onboarding process with this powerful automation. When you receive a new completed submission in involve.me, the workflow will create a Client in Clientjoy, saving you time and ensuring accurate data entry. Enhance your client management by keeping your records up-to-date and organized, so you can focus on providing outstanding service.
Easily streamline your client onboarding process with this powerful automation. When you receive a new completed submission in involve.me, the workflow will create a Client in Clientjoy, saving you time and ensuring accurate data entry. Enhance your client management by keeping your records up-to-date and organized, so you can focus on providing outstanding service.
- When this happens...
- automatically do this!Create Client
Creates a new Client in your Clientjoy workspace
- Free forever for core features
- 14 day trial for premium features & apps
