Clientjoy + Projectplace Integration

Connect Clientjoy to Projectplace - 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. Make use of Projectplace automations to improve team communication and gain real-time visibility into project progress. And automate all the repetitive tasks between Clientjoy & Projectplace using Integrately.

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Ready Workflows For Clientjoy + Projectplace Integration

Just click on the workflow you want to automate

Create Projectplace card for new Clientjoy contact

Clientjoy + Projectplace Integration

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Create Your Own Clientjoy & Projectplace 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 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
Card is created in Projectplace
Triggers the automation whenever a card is archived
Card is moved to done/last column in Projectplace
Triggers the automation whenever a card is moved to the final stage of a board

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
Create card in Projectplace
Automatically generates a new card for a task
Create a card on an existing activity in Projectplace
Automatically creates a new card on an existing activity
Search card by name in Projectplace
Automatically searches for a card using its name
Add reported time to a card in Projectplace
Automatically record reported time on the card for tracking and accountability
Create board in Projectplace
Automatically generates a new board
Create project in Projectplace
Automatically creates a new project

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Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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

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You Can Also Connect Clientjoy or Projectplace 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

Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

See Projectplace Integrations