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Clientjoy + monday.com

Create new monday.com items when invoices are paid in Clientjoy

Streamline your invoicing and project management with this efficient workflow. When a payment is made on an invoice within Clientjoy, a corresponding item is immediately created within monday.com. This keeps your project tracking consistent with financial activities and eliminates the need for manual entries, saving both your time and effort. Boost your organization and productivity with this seamless and hassle-free integration.

Streamline your invoicing and project management with this efficient workflow. When a payment is made on an invoice within Clientjoy, a corresponding item is immediately created within monday.com. This keeps your project tracking consistent with financial activities and eliminates the need for manual entries, saving both your time and effort. Boost your organization and productivity with this seamless and hassle-free integration.

  1. When this happens...
    ClientjoyClientjoy
    Invoice Is Paid

    Triggers when an Invoice is fully paid in Clientjoy

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
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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.
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Related categories

  • CRM (Customer Relationship Management)

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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