TABLE OF CONTENTS
Description
Clientjoy offers Client Life-Cycle Management Software for Freelancers and Agencies. The software allows Freelancers and Agencies to manage their clients right from Leads to Proposals/contracts to Project Management to Client Support to Invoicing and Revenue realization. Everything interaction with a client happens in one single place.
Entities
| Source | Target |
| Send Workspace | Add Leads |
| Send Leads | Add Customers |
| Get Currencies | Add Invoices |
| Send Customers | Add Proposals |
| Send Invoices | |
| Send Items | |
| Send Proposals | |
| Send Taxes | |
| Send Users |
Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.
Steps
Step 1.
Either while Creating a Task or in the Integrations menu.
Enter the name of the integration in the search bar.
Step 2.
Enter the Name of the Integration.
You can optionally also enter a description.
Step 3.
You will be prompted for the Email and Password.
Step 4.
Type out your Username and Password and click Finish!
Clientjoy is just one of the tools we support!
To check the list of the tools and features we support please click here!
If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)
We develop integrations based on the requests and up-votes :)
We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!
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