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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Invoice Is Paid" from Clientjoy.

Add your action

An action happens after the trigger—such as "Create New Fan" in Opendate.

You’re connected!

Zapier seamlessly connects Clientjoy and Opendate, automating your workflow.

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
Try It
- Workspace
  Required
Trigger
Instant
Try It

- 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
- Date
  Required
Trigger
Polling
Try It
New Event Confirmed
Triggers when a new event is confirmed in Opendate.
Trigger
Polling
Try It
New Finance Category
Triggers when a new Finance Category is created.
Trigger
Polling
Try It
New Inbound Submission
Triggers when a new Inbound submission is created
Trigger
Polling
Try It
New Order
Triggers when a new order is created in Opendate.
Trigger
Polling
Try It
- Venue UUID
  Required
- Subscribed
  Required
- First Name
- Last Name
- Email Address
- Phone Number
Action
Write
- EventID
  Required
- Income
  Required
- Expense Type
  Required
- Activity
  Required
- On Settlement
  Required
- Issued On
  Required
- Payment Method
- ArtistID
- Payee
- Reference Number
- CategoryID
- Description
- Amount
- estimate
- actual
Action
Write
- Event Date
- Event Start Time
- VenueID
- Event Name
  Required
- Operator
- Upside Percentage
- Dollar Amount
- ArtistID
- TeamID
  Required
- Ticket 1 Name
- Ticket 1 Qty
- Ticket 1 Price
- Ticket 2 Name
- Ticket 2 Qty
- Ticket 2 Price
- Ticket 3 Name
- Ticket 3 Qty
- Ticket 3 Price
- Ticket 4 Name
- Ticket 4 Qty
- Ticket 4 Price
- Expense 1 Name
- Expense 1 Amount
- Expense 2 Name
- Expense 2 Amount
- Expense 3 Name
- Expense 3 Amount
- Expense 4 Name
- Expense 4 Amount
- Expense 5 Name
- Expense 5 Amount
- Event has a facility maintenance fee
- Facility Maintenance Fee Amount Per Ticket
- Soft Merch Rate
- Hard Merch Rate
- Does the Offer have a Merch Rate
- Event has a charity deduction
- Charity Deduction Per Ticket
- Income 1 Name
- Income 1 Price
- Income 1 Qty
Action
Write
- Tag ID
  Required
- Taggable ID
  Required
- Taggable Type
Action
Write
- id
Action
Search
- Artist Name
  Required
Action
Search
- EventID
  Required
Action
Search
- Date Filter
- Page Number
Action
Search
- Artist Name
  Required
Action
Search
- Confirm ID
  Required
Action
Search
- Name
  Required
Action
Search
- EventID
  Required
Action
Search
- EventID
Action
Search
- EventID
  Required
Action
Search
- EventID
  Required
Action
Search
- confirm
  Required
Action
Search
- Venue Name
Action
Search
- confirm
  Required
- finance items id
  Required
Action
Search
- Event ID
  Required
Action
Search
- EventID
  Required
- FinanceID
  Required
- FinanceLineItemsID
  Required
- FinanceCategoryID
  Required
- actual
Action
Search
- Orders GUID
  Required
- EventID
  Required
- Event Date
- Order Qty
- Menu Display Name
- Menu Price
- Food and Beverage Tax
- State Tax
- category
- type
- size
- VenueID
  Required
Action
Search or write
- Event Date
  Required
- EventID
  Required
- Orders GUID
- Order Qty
- Menu Display Name
- Menu Price
- Food and Beverage Tax
- State Tax
- category
- type
- size
- VenueID
  Required
Action
Search or write
- EventID
  Required
- FinanceID
  Required
- FinanceLineItemsID
  Required
- FinanceCategoryID
  Required
- actual
- Income
  Required
- Expense Type
  Required
- Activity
  Required
- On Settlement
  Required
- Issued On
  Required
- Payment Method
- ArtistID
- Payee
- Reference Number
- CategoryID
- Description
- Amount
- estimate
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
New Event On-Sale
Triggers when an event goes on-sale in Opendate.
Trigger
Polling
Try It
New Event Published
Triggers when a new event is published in Opendate.
Trigger
Polling
Try It
New Finance Item
Triggers when a new item is added to the Finance section in Opendate
Trigger
Polling
Try It
- Confirm
  Required
Trigger
Polling
Try It
- Confirm
  Required
Trigger
Polling
Try It
- EventID
  Required
- Event Date
- Orders GUID
- Order Qty
- Menu Display Name
- Menu Price
- Food and Beverage Tax
- State Tax
- category
- type
- size
- VenueID
  Required
Action
Write
- Name
  Required
Action
Write
- Tag Name
  Required
- Tag Type
  Required
Action
Write
- confirm
  Required
Action
Search
- Scope
  Required
Action
Search
- Email Address
  Required
Action
Search
- Confirm
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Confirm
  Required
Action
Search
- Orders GUID
  Required
Action
Search
- Start Date
  Required
Action
Search
- EventID
- Note Name
Action
Search
- Confirm ID
  Required
Action
Search
- Confirm
  Required
Action
Search
- Event ID
  Required
Action
Search
- fan_ID
  Required
Action
Search
- EventID
  Required
Action
Search
- Eventbrite Event Id
  Required
Action
Search
- confirm
  Required
- Ticket ID
  Required
Action
Search
- Fan ID
  Required
- VenueID
  Required
- Subscribed
  Required
Action
Search
- Name
  Required
Action
Search or write
- EventID
- Event Date
- Event Start Time
- VenueID
- Event Name
  Required
- Operator
- Upside Percentage
- Dollar Amount
- ArtistID
- TeamID
  Required
- Ticket 1 Name
- Ticket 1 Qty
- Ticket 1 Price
- Ticket 2 Name
- Ticket 2 Qty
- Ticket 2 Price
- Ticket 3 Name
- Ticket 3 Qty
- Ticket 3 Price
- Ticket 4 Name
- Ticket 4 Qty
- Ticket 4 Price
- Expense 1 Name
- Expense 1 Amount
- Expense 2 Name
- Expense 2 Amount
- Expense 3 Name
- Expense 3 Amount
- Expense 4 Name
- Expense 4 Amount
- Expense 5 Name
- Expense 5 Amount
- Event has a facility maintenance fee
- Facility Maintenance Fee Amount Per Ticket
- Soft Merch Rate
- Hard Merch Rate
- Does the Offer have a Merch Rate
- Event has a charity deduction
- Charity Deduction Per Ticket
- Income 1 Name
- Income 1 Price
- Income 1 Qty
Action
Search or write
- Fan ID
  Required
- VenueID
  Required
- Subscribed
  Required
- Venue UUID
  Required
- Subscribed
  Required
- First Name
- Last Name
- Email Address
- Phone Number
Action
Search or write

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Clientjoy and Opendate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clientjoy to Opendate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 Opendate

Opendate is the data driven operating system for your venue. Transform how you discover, analyze, and book the best talent for your venue through our industry-leading software and events platform for venues.