Clientjoy

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 manage sales processes more efficiently across multiple tools limited documentation we currently can't provide complete documentation for clientjoy because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from clientjoy and public sources to create detailed guides clientjoy modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create activity creates a new activity in your account, allowing you to track and manage your tasks or events easily create customer from lead converts a lead into a new customer by creating a customer record from the lead's information create invoice from proposal generates a new invoice based on an existing proposal 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 create a proposal creates a brand new proposal in your account create an invoice creates a brand new invoice for your customer 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 api request to the service using your authorized account update a customer updates the details of an existing customer in your system update a lead updates the details of an existing lead in your system watch customers starts a workflow whenever a new customer is added to your account watch invoice paid triggers whenever a payment is received for an invoice watch invoice sent triggers whenever a new invoice is sent, so you can take action as soon as your invoices go out watch invoices this module activates whenever a new invoice is generated, keeping you updated on your latest billing activity watch lead status triggers whenever the status of a lead is updated, so you can take action based on changes to your leads watch leads this module activates whenever a new lead is added, so you can instantly take action on fresh opportunities watch payment record triggers whenever a new payment is successfully recorded in your account watch proposal accepted triggers whenever a proposal you’ve sent is accepted, so you can take the next steps automatically watch proposal sent triggers when a new proposal is sent out, letting you take action as soon as a proposal is delivered watch proposals this module activates whenever a new proposal is added, helping you stay updated on the latest submissions watch updated customers triggers whenever any information about a customer is changed or updated 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}} clientjoy resources you can have access to more resources related to this app on the following links https //community make com/search?q=clientjoy https //clientjoy io https //gitbook clientjoy io/june 2021/2nd june 2021 restful api documentation invoice https //www make com/en/integrations/clientjoy help us improve this documentation have experience with clientjoy? 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