Productive.io + Clientjoy Integration

Integrate Clientjoy to Productive.io in one click, or tell Integrately AI how you want each lead handled. Create contacts, generate tasks, update company details, and track agency projects automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io 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
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2.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • 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 WorkflowsReady Workflows   for Productive.io + Clientjoy Integration

Capture leads, create project contacts, sync invoice payments, update budgets, and manage agency operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Clientjoy + Productive.io flow

Bring in CRM contacts, alert your team on messaging channels, log financial records, and track tasks across your agency stack. Pick a combination and activate it in one click.

Productive.io
Clientjoy
+
HubspotHubspot (6)
+
SlackSlack (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
AsanaAsana (6)
+
StripeStripe (6)
+
Google DriveGoogle Drive (6)
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Add every new Clientjoy lead as a contact in Productive.io and create a record in HubSpot
New Clientjoy leads appear in Productive.io and HubSpot instantly, removing manual data entry across your systems.
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When a customer is created in Clientjoy, create a company in Productive.io and add a deal in HubSpot
Clientjoy customers are automatically set up as companies in Productive.io and tracked as deals in HubSpot.
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When an invoice is paid in Clientjoy, update the task in Productive.io and log the payment in HubSpot
Paid invoices in Clientjoy trigger task updates in Productive.io and log financial activity in HubSpot.
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Create a Productive.io task for every Clientjoy proposal, and open a follow-up task in HubSpot
Proposals sent in Clientjoy automatically generate delivery tasks in Productive.io and follow-up activities in HubSpot.
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Use Claude to evaluate Clientjoy lead details, create a priority contact in Productive.io, and update HubSpot
Claude analyses incoming Clientjoy leads so Productive.io and HubSpot receive properly categorised priority records.
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When a Productive.io task is updated, create a customer invoice in Clientjoy and log the update in HubSpot
Project updates in Productive.io trigger billing workflows in Clientjoy and record progress in HubSpot.

Supported triggers and actions for Productive.io and Clientjoy

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
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Instant
Task is created in Productive.io
Triggers the automation when a new task is created
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Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Update Contact in Productive.io
Updates the contact details
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Update task in Productive.io
Updates the task details
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
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Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
Try it →
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
Try it →
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 Clientjoy + Productive.io?

Streamline your agency operations by connecting lead management, project workflows, and financial tracking into one seamless automated pipeline.

What you can automate?
🔄
Sync new leads directly into project management
Every lead created in Clientjoy automatically generates a corresponding contact in Productive.io. Eliminate manual copying and start your intake workflow instantly.
📋
Capture every submitted proposal detail
Map all custom proposal fields from Clientjoy into Productive.io tasks and task lists. Ensure your delivery team receives complete project requirements from day one.
🔔
Alert your team the moment a deal converts
Notify your project managers in real time whenever a customer is created in Clientjoy or a proposal is sent. Keep your entire agency aligned on new business.
🔀
Route records based on custom criteria
Trigger different project creation workflows in Productive.io depending on the budget tier or service type submitted in your Clientjoy proposals.
📈
Keep project budgets and invoices synchronised
Automatically update Productive.io budgets and task statuses whenever an invoice is created or marked paid in Clientjoy. Keep financial tracking accurate.
🔍
Prevent duplicate records across systems
Search existing company and contact records in Productive.io before creating new ones from Clientjoy customer updates. Maintain clean agency databases.
💳
Automate workflows for paid invoices
Trigger milestone updates and task completions in Productive.io the exact moment an invoice payment is registered in Clientjoy. Streamline your billing cycle.
💬
Extend your workflow to team messaging apps
Connect your Clientjoy and Productive.io automation to Slack or HubSpot to send instant team notifications and maintain comprehensive CRM records.
And much more...

Who is Clientjoy + Productive.io integration for?

Agency owners, project managers, and finance teams eliminate manual data entry, keeping client lifecycles and project delivery perfectly synchronised.

Agency Owners
Agency Owners
Project Managers
Project Managers
Client Success Managers
Client Success Managers
Operations Leads
Operations Leads
Account Executives
Account Executives
Finance Directors
Finance Directors
📈
Agency Owners
You're managing client lifecycles and tracking proposals in Clientjoy, but your revenue reports only update when someone manually exports payment data, so the financial metrics you're reviewing are always hours behind — with this integration, every paid invoice syncs instantly to Productive.io and your budget tracking stays accurate.
Project Managers
You need to kick off tasks the moment a contract is signed in Clientjoy, but project creation lags behind sales updates because someone has to copy the brief over by hand — with this integration, every new customer record automatically establishes project workflows in Productive.io so your team starts delivery without delay.
🤝
Client Success Managers
You answer to agency stakeholders who want immediate progress updates on newly converted accounts, but finding out when proposals are sent requires checking multiple tabs — with this integration, every proposal notification in Clientjoy triggers instant task setup in Productive.io and keeps all stakeholders fully informed.
⚙️
Operations Leads
The volume of incoming leads and customer accounts in Clientjoy is too high for your team to keep project management boards updated by hand, leading to missed handoffs — with this integration, every lead and customer submission populates Productive.io automatically without manual data entry errors.
🎯
Account Executives
You own the sales-to-delivery handover and depend on someone upstream to manually notify your team when a deal closes, causing frustrating delivery delays — with this integration, every customer created in Clientjoy triggers immediate project resource booking in Productive.io so onboarding begins right away.
📊
Finance Directors
You need a reliable audit history of billing milestones, but financial records keep turning up incomplete when invoice payments fail to sync with project budgets — with this integration, every paid invoice in Clientjoy updates Productive.io financial records instantly and leaves no gaps in your ledger.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Productive.io + Clientjoy

Build and manage your Productive.io + 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 Productive.io + 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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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 Clientjoy to Productive.io?
Frequently Asked Questions
You can connect Clientjoy to Productive.io in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows alongside apps like Slack and QuickBooks Online.
Can I automatically sync new Clientjoy leads to Productive.io tasks?
Frequently Asked Questions
Can I connect Clientjoy, Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and Productive.io?
Frequently Asked Questions
How does Clientjoy handle invoice payments in this integration?
Frequently Asked Questions
Can Productive.io bookings be updated when a Clientjoy proposal is sent?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and Productive.io?
Frequently Asked Questions
Is the Clientjoy and Productive.io integration free?
Frequently Asked Questions
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