Clientjoy + DocsCloud Integration

Connect Clientjoy to DocsCloud - Automate your workflows in 1-click

Make use of Clientjoy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage DocsCloud automations to simplify document sharing, feedback collection, and content creation. Skip the manual back and forth! Easily automate the flow of data between Clientjoy & DocsCloud using Integrately.

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Ready Workflows For Clientjoy + DocsCloud Integration

Just click on the workflow you want to automate

Create DocsCloud document for new Clientjoy contact

Clientjoy + DocsCloud Integration

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Create Your Own Clientjoy & DocsCloud Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Clientjoy
Triggers the automation when a new lead is created
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Instant
Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
Instant
Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
Instant

Create lead in Clientjoy
Generates new leads for potential customers
Create customer in Clientjoy
Adds a new customer to the database
Create Invoice in Clientjoy
Generates invoices for sales transactions
Create proposal in Clientjoy
Generates a new proposal
Generate document in DocsCloud
Creates a new document with particular content

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Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Clientjoy & DocsCloud In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Clientjoy or DocsCloud With 1200+ Other Apps

Clientjoy is a web based CRM software for agencies that helps you manage your client's lifecycle from being a lead, to providing proposals and contracts, taking payments online and delivering results.

See Clientjoy Integrations

DocsCloud helps you create online forms that anyone can fill, sign and send back the documents, without any IT effort. It is easy to use and saves huge time & cost.

See DocsCloud Integrations