Clientjoy Integrations

Name: Zapier
Availability: InStock

Do more with Clientjoy integrations

Zapier lets you connect Clientjoy with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

ClickUp

Project Management

TidyCal

Calendar

Calendly

Scheduling & Booking

QuickBooks Online

Accounting

Mailchimp

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Wave

Accounting

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

ClickUp

Project Management

TidyCal

Calendar

Calendly

Scheduling & Booking

QuickBooks Online

Accounting

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

ClickUp

Project Management

TidyCal

Calendar

Calendly

Scheduling & Booking

QuickBooks Online

Accounting

Mailchimp

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Wave

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Clientjoy integrations with Zapier's templates

Create Clientjoy leads from new Facebook Lead Ads submissions
Premium
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Facebook Lead Ads + Clientjoy
Create ClickUp folders for new Clientjoy customers
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Clientjoy + ClickUp
Log new Clientjoy leads in Google Sheets
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Clientjoy + Google Sheets
Create Clientjoy clients from new or updated Mailchimp subscribers
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Mailchimp + Clientjoy
Add new Clientjoy leads as Mailchimp subscribers
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Clientjoy + Mailchimp
Post messages in Slack when new leads are added to Clientjoy
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Clientjoy + Slack

Create Clientjoy leads from new Facebook Lead Ads submissions

Details

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Facebook Lead Ads + Clientjoy

Create ClickUp folders for new Clientjoy customers

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Clientjoy + ClickUp

Log new Clientjoy leads in Google Sheets

Details

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Clientjoy + Google Sheets

Create Clientjoy clients from new or updated Mailchimp subscribers

Details

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Mailchimp + Clientjoy

Add new Clientjoy leads as Mailchimp subscribers

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Clientjoy + Mailchimp

Post messages in Slack when new leads are added to Clientjoy

Details

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Clientjoy + Slack

Create Clientjoy leads from new Calendly invitees

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Calendly + Clientjoy

Create Clientjoy leads for new confirmed appointments in CatchApp Bookings

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CatchApp Bookings + Clientjoy

Create Clientjoy leads from new Google Forms submissions

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Google Forms + Clientjoy

Create Clientjoy proposals for new Clientjoy leads

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Clientjoy

Add new Clientjoy leads to Convertkit sequences

Details

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Clientjoy + Kit

Create Trello cards for new Clientjoy customers

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Clientjoy + Trello

Create Clientjoy leads from new Calendly invitees
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Calendly + Clientjoy
Create Clientjoy leads for new confirmed appointments in CatchApp Bookings
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CatchApp Bookings + Clientjoy
Create Clientjoy leads from new Google Forms submissions
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Google Forms + Clientjoy
Create Clientjoy proposals for new Clientjoy leads
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Clientjoy
Add new Clientjoy leads to Convertkit sequences
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Clientjoy + Kit
Create Trello cards for new Clientjoy customers
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Clientjoy + Trello

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Choose Workspace
  Required
- Lead Email (optional)
- Lead Id (optional)
Action
Write

- Choose Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Choose Workspace
  Required
- Recipient Name
  Required
- Recipient's Email address
  Required
- 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 Workspace
  Required
- Please choose whether Proposal is for a Lead or Customer
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Name of the Proposal or Title
  Required
- 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
- Workspace
  Required
- Lead Id
  Required
- Name
- Email
- Phone
- Company
- Title
- Stage
  Required
- Source
  Required
- Owner
  Required
- Currency
  Required
- Deal size
- Conversion Probablity
- Website
- Privacy
  Required
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose Workspace
  Required
- Field To Search By
  Required
Action
Search
- Clientjoy Workspace
  Required
- Field To Search By
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- 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

- Workspace
  Required
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
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
Action
Write
- Clientjoy Workspace
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- 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 Clientjoy
  Required
- Lead's name
  Required
- 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 Size
  Required
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- Currency
  Required
- Owner
  Required
- 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
- Workspace
  Required
- Field To Search By
  Required
Action
Search
- Choose the workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace in Clientjoy
  Required
- Field To Search By
  Required
- Lead's name
  Required
- 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 Size
  Required
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write

Clientjoy Help & Support

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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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Clientjoy Integrations

Do more with Clientjoy integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Clientjoy integrations with Zapier's templates

Create Clientjoy leads from new Facebook Lead Ads submissions