Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Triggers when an Invoice is sent to Client

Triggers when a new client is added in Clientjoy

Triggers when a new Lead is added in Clientjoy

Triggers when a new payment record is added to Clientjoy

Triggers when a Proposal is sent from Clientjoy

Triggers when a Lead's information is updated

Convert your Proposal's to Invoice directly

Creates a new Client in your Clientjoy workspace

Create a new Lead in your Clientjoy's Sales Pipeline.

Update the information of Client

Find a Client in Clientjoy.

This will action will fetch you the team member by their email id or full name

Find a Lead in Clientjoy

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Triggers when an Invoice is fully paid in Clientjoy

Triggers, when the Lead comes to a specified stage.

Triggers when a new Invoice is created

Triggers when a new Proposal is created

Triggers when the Proposal is accepted

Triggers when Client information is updated in Clientjoy

Auto converts a Clientjoy Lead to a Client in Clientjoy.

Creates a new activity on your Clientjoy Calendar.

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.

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.

Update the Lead in Clientjoy

Find a Lead in Clientjoy

Find a Client in Clientjoy.