Agencyjoy

clientjoy is a client management platform offering crm, invoicing, proposals, and client portal features integrating with make com enables users to automate workflows, streamline client communications, and synchronize data across multiple business tools efficiently limited documentation we currently can't provide complete documentation for agencyjoy because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from agencyjoy and public sources to create detailed guides agencyjoy modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create customer from lead converts a lead into a new customer by creating their profile create a customer adds a new customer to your account create a lead adds a new lead to your system, helping you keep track of potential customers or clients find a customer searches for and retrieves details about a specific customer find a lead searches for and retrieves details about a specific lead make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access specific data or actions not covered by standard modules update a customer updates the details of an existing customer in your system update a lead updates the details of an existing lead with new information watch customers starts a workflow whenever a new customer is added to your account watch lead status triggers when the status of a lead is updated, so you’ll know right away whenever a lead moves to a new stage watch leads starts an automation whenever a new lead is added to your system watch updated customers starts a workflow whenever details about an existing customer are changed watch updated leads triggers whenever information about an existing lead is changed or updated templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} agencyjoy resources you can have access to more resources related to this app on the following links https //clientjoy io https //agencyjoy stoplight io/ https //www make com/en/integrations/agencyjoy help us improve this documentation have experience with agencyjoy? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone