How to integrate Clientjoy

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 02:41 PM by Igor Galic

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


SourceTarget
Send WorkspaceAdd Leads
Send LeadsAdd Customers
Get CurrenciesAdd Invoices
Send CustomersAdd 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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