Clientjoy

clientjoy is a client management platform for agencies and freelancers, offering tools for crm, invoicing, proposals, and client portals integrating with make com enables automated workflows, streamlining client communications, billing, and project management processes 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 customer from lead converts a lead into a new customer by creating a customer record create a customer adds a new customer to your account create a lead creates a new lead by adding a potential customer to your system create a proposal creates a brand new proposal for you, allowing you to start outlining your ideas or offers from scratch 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 account 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 out, letting you know each time an invoice is delivered watch invoices starts a workflow whenever a new invoice is generated in your account watch lead status triggers whenever the status of a lead is updated watch leads this module activates whenever a new lead is added, helping you stay updated with your latest potential customers watch proposals triggers whenever a new proposal is added, so you can automatically take action when a proposal is created watch updated customers triggers when any details of an existing customer are 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