Clientjoy + Wave

Add new Clientjoy clients as customers in Wave

Streamline your customer management process with this workflow. When a new client is added in Clientjoy, their details are instantly transferred to Wave, creating a new customer profile. This optimizes your record-keeping, ensuring that all customer information is consistently updated across your systems. This saves time on manual data entry, allowing you to focus on building relationships with your clients.

When this happens...
New Client Is Added
Triggers when a new client is added in Clientjoy
TriggerInstant
automatically do this!
Create Customer
Creates a customer in a business that you choose.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- BusinessRequired
- NameRequired
- Description
- PriceRequired
Action
Write
- BusinessRequired
- EmailRequired
Action
Search
- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

- 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
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

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 Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn more Help

Related categories

Accounting

Similar apps

Xero

Accounting

QuickBooks Online

Accounting

FreeAgent

Accounting

PRODUCTS

CAPABILITIES

By team

Clientjoy + Wave

Add new Clientjoy clients as customers in Wave

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