K Factors + Clientjoy Integrations
How to connect K Factors + Clientjoy
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.In which workspace you need to add the Customer?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.In which workspace you need to add the Lead?Required
Choose from the list of all your workspaces.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Email id of Proposal's receiver (optional)
PLEASE NOTE: We need either receiver's email id or the Proposal's Clientjoy ID for this action to work.
Clientjoy ID of Proposal
PLEASE NOTE: We need either receiver's email id or the Proposal's Clientjoy ID for this action to work.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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 the currency in which you are going to raise the Invoice.
Choose Client's OwnerRequired
Choose a team member who will be looking after the Client.
Client Website
Choose Tags
Any Tags or Labels that you wish to add for this Client to help you in finding them.
Add a Note
Add information that you want to keep in your Client notes.
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace in ClientjoyRequired
Choose the name of the workspace where this new Lead will be added.
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Organization or Business name of the Lead
Lead's Website or Link
Deal Size
The estimated deal size or project amount.
Choose Currency for Deal SizeRequired
If blank then your workspace's default currency will be automatically picked.
Conversion Probablity (1-100)
How likely is it that the Lead will get closed?
Last Contact Date
When did you last contact the Lead?
Sales Stage in PipelineRequired
Choose the sales stage from your existing sales Pipeline where the Lead needs to be added.
Source
Where did you get this Lead from?
Choose Lead OwnerRequired
Choose the team member who is going to look after this Lead.
PrivacyRequired
Is this Lead Private? Private Leads are visible to the owners and Admins.
Tags
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
Any note to be added when this Lead is created.
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChoose the workspaceRequired
Clientjoy workspace name
Team member's email or Full nameRequired
Use the email and name that is registered with Clientjoy
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace in ClientjoyRequired
Choose the name of the workspace where this new Lead will be added.
Field To Search ByRequired
Choose the Lead's field where you want to search the Lead from.
Lead's nameRequired
Lead's Email address
Lead's Phone number
Lead's Title or Designation
Lead's Company name
Organization or Business name of the Lead
Lead's Website or Link
Deal Size
The estimated deal size or project amount.
Choose Currency for Deal SizeRequired
If blank then your workspace's default currency will be automatically picked.
Conversion Probablity (1-100)
How likely is it that the Lead will get closed?
Last Contact Date
When did you last contact the Lead?
Sales Stage in PipelineRequired
Choose the sales stage from your existing sales Pipeline where the Lead needs to be added.
Source
Where did you get this Lead from?
Choose Lead OwnerRequired
Choose the team member who is going to look after this Lead.
PrivacyRequired
Is this Lead Private? Private Leads are visible to the owners and Admins.
Tags
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
Any note to be added when this Lead is created.
Address
City
State
Country
Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Widget idRequired
From date
To date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StageRequired
The stage of the sales pipeline in which the trigger needs to be fired.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Choose WorkspaceRequired
Lead Email (optional)
Email id of the Lead that needs to be converted to a customer. PLEASE NOTE: You need either an email id or Lead ID for this action to work.
Lead Id (optional)
Clientjoy's Lead ID. You can use it if you are using a Clientjoy's trigger with the Lead information. PLEASE NOTE: You need either an email id or Lead ID for this action to work.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Ends AtRequired
If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Recipient NameRequired
Name of the Client's contact who is going to receive the Invoice
Recipient's Email addressRequired
If the Client with the entered email address is not present in Clientjoy then we'll create the new Client.
Invoice date
If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Due date
Choose the due date for the Invoice. After this date Invoice will be considered overdue. And If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Choose Item (Product or Service that you are offering)
You can choose existing Clientjoy items that need to be added or you can add an item directly to the Invoice.
Item Description
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in the Invoice.
Unit
Quantity
Rate
Tax
You can only select one tax, because it is in line item, if you are not selecting any tax items taxes will be there.
Adjustments
Any previous adjustments to the Invoice? This amount will be added to the Invoice Total.
Discount Type (Number / Percent)Required
Do you wish to give any discount to the Client?
Discount value
Choose the discount value in the amount or percentage.
When to apply discount?Required
Is this a recurring Invoice?Required
Choose Payment method
Choose from the payment methods already defined in Clientjoy.
Client note
Do you wish to add any note for the Client on the Invoice?
Terms and conditions
Invoice Color
Please enter only the hexadecimal value of color. Clientjoy Invoice templates can adopt the color you provide. By default, we take the color defined in your branding settings.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Clientjoy's workspace name where this proposal is going to be saved.
Please choose whether Proposal is for a Lead or CustomerRequired
Recipient NameRequired
Name of a recipient for which you are creating this proposal.
Recipient EmailRequired
This email will be used for sending the proposal to the recipient. If the email already exists in Clientjoy then we'll create this proposal for existing Lead/Client.
Name of the Proposal or TitleRequired
Proposal expiry date
Date after which proposal can't be accepted. And If you are using relative time (e.g. tomorrow at 10AM) then check your time once. We accept GMT timezone so convert your time to GMT time and then set it here.
Choose your custom proposal template
Please select from template or custom template any one.
Choose from Clientjoy's inbuilt templates
Choose Item (Product or Service that you are offering)
You can choose existing Clientjoy items that need to be added or you can add an item directly to the Proposal.
Item Description
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Unit (e.g. hours, months, etc.)
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Quantity
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Item Rate
The amount which you are charging for this service. If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
Choose Tax
If an item is chosen from existing Clientjoy items then this will be auto-filled. If you chose to fill it anyways then we'll use this information in this Proposal.
You can only select one tax, because it is a line item, if you are not selecting any tax items taxes will be there.
Want to apply discount?
Choose True if you want to send the proposal automatically to the receiver.
If true, proposal will be sent to lead or customer as per selected module.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Any Tags or Labels that you wish to add for these Leads for finding them.
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose WorkspaceRequired
Field To Search ByRequired
Choose the Lead's field where you want to search the Lead from.
ActionThis is an event a Zap performs.SearchFind existing data in your appClientjoy 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 the currency in which you are going to raise the Invoice.
Choose Client's OwnerRequired
Choose a team member who will be looking after the Client.
Client Website
Choose Tags
Any Tags or Labels that you wish to add for this Client to help you in finding them.
Add a Note
Add information that you want to keep in your Client notes.
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How K Factors + Clientjoy Integrations Work
- Step 1: Authenticate K Factors and Clientjoy.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About K Factors
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About Clientjoy
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