Chatrace + Clientjoy Integration

Integrate Chatrace to Clientjoy in one click, or tell Integrately AI how you want each order handled. Track your sales, update your CRM records, alert your team, and manage follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
Arrow Right
2.
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy

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Ready Workflows Ready Workflows for Chatrace + Clientjoy Integration

Capture orders, create leads in your CRM, update customer records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Clientjoy + Chatrace Integration

Create Chatrace contact for new Clientjoy contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Clientjoy and Chatrace just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Chatrace contact whenever a new Clientjoy contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Clientjoy and Chatrace. Just use this Clientjoy - Chatrace integration to streamline your contact management and make your life easier.
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Chatrace + Clientjoy Integration

Create Clientjoy contact for new Chatrace order

When a new Chatrace order is placed, it's important to create a Clientjoy contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Clientjoy contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Clientjoy contact for every Chatrace order, you can maximize your chances of success with each customer.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatrace + Clientjoy flow

Send payment confirmations, schedule kickoff calls, notify team channels, sync email subscribers, record invoices, and update spreadsheets after your core sync finishes. Pick a combination and activate it in one click.

Chatrace
Clientjoy
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StripeStripe (8)
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Google CalendarGoogle Calendar (8)
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SlackSlack (8)
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MailchimpMailchimp (8)
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QuickBooks OnlineQuickBooks Online (8)
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Google SheetsGoogle Sheets (8)
C
C
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Create a Stripe customer for every new Chatrace order, and create a lead in Clientjoy.
New Chatrace orders instantly generate a Stripe customer and a Clientjoy lead, eliminating manual entry across your sales and billing tools.
C
C
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Notify your team on Slack when a Chatrace order is created, create a Clientjoy lead, and log the charge in Stripe.
Team members get instant Slack notifications while Stripe and Clientjoy record the new order details automatically.
C
C
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When a Clientjoy invoice is paid, update the custom field in Chatrace and record the payment in Stripe.
Paid Clientjoy invoices update Chatrace subscriber fields and record payment data in Stripe automatically.
C
C
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Create a Clientjoy customer for every successful Stripe charge, and apply a tag in Chatrace.
Successful Stripe charges automatically establish Clientjoy customers and apply relevant tracking tags in Chatrace.
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If a Chatrace order has a VIP tag, create a priority Clientjoy lead and create a custom Stripe invoice.
VIP Chatrace orders route directly into Clientjoy as priority leads and generate customized Stripe invoices.
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C
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When a Stripe subscription is cancelled, update the Clientjoy customer status and remove the tag in Chatrace.
Subscription cancellations in Stripe automatically update Clientjoy records and clear active tags in Chatrace.
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C
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Use ChatGPT to summarise every new Chatrace order, create a Stripe customer, and add a lead in Clientjoy.
ChatGPT analyzes Chatrace order notes to create structured Stripe customers and Clientjoy leads instantly.
C
C
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Turn every paid Clientjoy invoice into a Stripe customer record, log the deal in HubSpot, and update Chatrace.
Paid Clientjoy invoices sync billing records to Stripe, update HubSpot deals, and adjust tags in Chatrace.

Supported triggers and actions for Chatrace and Clientjoy

Mix and match to build the exact automation you need

Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
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Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
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Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
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Create proposal in Clientjoy
Generates a new proposal
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What can you automate with Chatrace + Clientjoy?

Streamline your entire customer lifecycle from initial chat order to paid invoice with powerful automated workflows.

What you can automate?
🚀
Create CRM leads from chat orders instantly
Turn every chat order in Chatrace into a new lead or customer in Clientjoy the moment it happens. Eliminate manual data entry and ensure every prospect enters your sales pipeline immediately.
📝
Capture every submitted field and custom value
Map all available chat answers, custom field changes, and subscriber attributes directly into your CRM records. Your customer profiles become comprehensive sources for review and follow-up.
🔔
Alert your team the second orders arrive
Send instant notifications to your sales or support channels in Slack whenever a new order is created, concluded, or canceled in Chatrace. Keep your entire team informed in real time.
🔀
Route records based on submitted tags and fields
Apply conditional logic to handle VIP orders differently from standard inquiries. Assign priority statuses in Clientjoy or trigger specific sequences in Chatrace based on submitted data.
🔄
Keep customer records updated as status changes
Automatically update customer statuses, proposal states, and custom fields across both apps whenever an invoice is paid or a subscription status changes.
🔍
Add or update records without creating duplicates
Search existing database entries before creating new records. Ensure repeat buyers update their existing Clientjoy profiles rather than generating redundant duplicate entries.
💳
Manage later lifecycle events like paid invoices
Trigger downstream actions when invoices are created or paid in Clientjoy, or when orders are concluded in Chatrace. Handle refunds, cancellations, and renewals without manual tracking.
🌐
Extend your workflow to popular third-party apps
Connect your Chatrace and Clientjoy core flow to Slack, Google Sheets, Stripe, Mailchimp, or QuickBooks Online to build multi-step pipelines that span your entire business stack.
And much more...

Who is Chatrace + Clientjoy integration for?

Sales teams, marketers, and agency owners eliminate manual data entry between chat bots and CRM pipelines, keeping revenue data accurate.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Customer support teams
Customer support teams
Operations directors
Operations directors
CRM administrators
CRM administrators
📈
Performance marketers
You're running Facebook Messenger ad campaigns that generate chat orders, but your tracking sheet only updates when someone manually exports data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new order lands in your CRM instantly and your metrics stay current.
Sales managers
You need to act fast on incoming prospect inquiries from chat bots, but lead details sit uncollected in chat threads until someone remembers to copy them over, so hot prospects go cold before anyone reaches out — with this integration, every new chat lead is created in your CRM automatically and your team responds immediately.
🤝
Account executives
You answer to agency clients who want to see active proposal and contract progress, but manual updates between chat tools and your CRM leave gaps in your pipeline reporting, so client reviews become stressful guessing games — with this integration, every proposal and customer state change syncs instantly and your pipeline is always audit-ready.
💬
Customer support teams
The volume of inbound chat subscribers is too high for anyone to keep customer records updated by hand, leading to missing contact information and fragmented customer histories across tools — with this integration, every subscriber and customer record populates your database without manual typing.
🔄
Operations directors
You own the handoff from chat sales to client onboarding, but depend on upstream team members to manually pass order details over, creating bottlenecks and dropped workflows — with this integration, order creation in chat instantly triggers CRM record creation and downstream task management.
📋
CRM administrators
You need a reliable history of customer lifecycles from initial chat interaction to paid invoice, but find recurring gaps in contact records caused by forgotten manual entry — with this integration, every trigger event creates a complete audit trail across your entire software stack.
Our team

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Why choose Integrately to automate Chatrace + Clientjoy

Build and manage your Chatrace + Clientjoy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatrace + Clientjoy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatrace to Clientjoy?
Frequently Asked Questions
You can connect Chatrace to Clientjoy in one click using ready-made templates on Integrately. Choose your triggers and actions, or ask Integrately AI to build the automation for you. You can also integrate apps like Slack, Stripe, and Google Sheets to extend your workflow.
Can I automatically create a Clientjoy lead when a Chatrace order is created?
Frequently Asked Questions
Can I connect Chatrace, Clientjoy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Clientjoy?
Frequently Asked Questions
How does Chatrace handle order data in this integration?
Frequently Asked Questions
Can Clientjoy trigger updates when an invoice is paid?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and Clientjoy?
Frequently Asked Questions
Is the Chatrace and Clientjoy integration free?
Frequently Asked Questions
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You Can Also Connect Chatrace or Clientjoy With 1500+ Other Apps

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Clientjoy
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Sync Clientjoy with accounting, project management, and reporting tools to keep data working across your stack.
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