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Clientjoy + Nifty

Create projects and task lists in Nifty from new Clientjoy customers

Activate this template to create projects and an initial set of tasks automatically in Nifty when new customers are added to Clientjoy.

Activate this template to create projects and an initial set of tasks automatically in Nifty when new customers are added to Clientjoy.

  1. When this happens...
    ClientjoyClientjoy
    New Client Is Added

    Triggers when a new client is added in Clientjoy

    TriggerInstant
  2. automatically do this...
    NiftyNifty
    Create Project

    Creates a new project.

    ActionWrite
  3. then do this!
    NiftyNifty
    Create Status

    Creates a new status.

    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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clientjoy logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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nifty-pm logo

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.

Related categories