Process Street + Clientjoy Integration

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Create Your Own Process Street & Clientjoy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Data Set record is deleted in Process Street
Triggers the automation whenever a data set record is deleted
Instant
Data Set record is updated in Process Street
Triggers the automation whenever a data set record is updated
Instant
Data Set record is created in Process Street
Triggers the automation whenever a new record is created in a data set
Instant
Task is ready in Process Street
Triggers the automation whenever a task is ready
Instant
Workflow run is created in Process Street
Triggers the automation whenever a Workflow run is created
Instant
Workflow run is completed in Process Street
Triggers the automation whenever a Workflow run is completed
Instant
Task is checked/unchecked in Process Street
Triggers the automation whenever a task is checked or unchecked
Instant
Lead is created in Clientjoy
Triggers the automation whenever a new lead is created
Instant
Customer is created in Clientjoy
Triggers the automation whenever a new customer is created
Instant
Invoice is created in Clientjoy
Triggers the automation whenever any invoice is added or modified
Invoice is paid in Clientjoy
Triggers the automation whenever an invoice is marked as paid
Instant
Proposal is created in Clientjoy
Triggers the automation whenever a new proposal is created
Proposal is send in Clientjoy
Triggers the automation whenever a proposal is sent
Instant

Run workflow in Process Street
Automatically runs a workflow
Create a Data Set record in Process Street
Automatically creates a new record in a data set
Create lead in Clientjoy
Automatically generates new leads for potential customers
Create customer in Clientjoy
Automatically adds a new customer to the database
Create Invoice in Clientjoy
Automatically generates invoices for sales transactions
Create proposal in Clientjoy
Automatically generates a new proposal

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Process Street & Clientjoy In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Process Street or Clientjoy With 1200+ Other Apps

Using Process Street, you can capture repeatable processes that are key to your business. You can then leverage these workflows for training new hires or offloading them onto a virtual assistant.

See Process Street Integrations

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