Clientjoy + Signaturely Integration

Integrate Clientjoy to Signaturely in one click, or tell Integrately AI how you want each proposal handled. Send documents for signature, track completions, update your CRM records, and trigger client follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
Arrow Right
2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows   for Clientjoy + Signaturely Integration

Send signing requests for proposals, track document completions, update client records, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Clientjoy + Signaturely flow

Teams often need to alert staff, save signed copies, and track payments once documents are sent. Pick a combination and activate it in one click.

Clientjoy
Signaturely
+
HubspotHubspot (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TrelloTrello (3)
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H
S
Create a Hubspot deal whenever a proposal is sent in Clientjoy, and send a signing request via Signaturely
Proposals sent in Clientjoy instantly generate a Hubspot deal and trigger a Signaturely signing request, removing manual data entry from your sales pipeline.
S
H
C
When a document is completed in Signaturely, update the corresponding deal in Hubspot and log the milestone in Clientjoy
Completed documents in Signaturely update your Hubspot deals and Clientjoy records instantly, keeping everyone informed of contract status.
C
H
S
When a customer is created in Clientjoy, create a contact in Hubspot and initiate a Signaturely signing request
New Clientjoy customers receive a contact profile in Hubspot and a Signaturely document request right away.

Supported triggers and actions for Clientjoy and Signaturely

Mix and match to build the exact automation you need

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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Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
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Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
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Create signing request in Signaturely
Sends a new signing request
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Search document in Signaturely
Locates and retrieves document based on search criteria
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What can you automate with Clientjoy + Signaturely?

Streamline your agency workflow by automating document signing requests, updating CRM records, and tracking contract completions instantly.

What you can automate?
📝
Trigger signature requests from proposals
Automatically initiate a Signaturely signing request the moment a proposal is sent in Clientjoy. Eliminate manual document creation and get agreements in front of clients faster.
📋
Capture all client and proposal details
Map every submitted field from your Clientjoy records directly into your Signaturely documents. Ensure recipient details and custom terms are always accurate.
🔔
Alert your team on document completion
Notify your staff via Slack or email as soon as a client signs a document in Signaturely. Keep your entire team aligned on closed deals.
🔀
Route actions based on proposal tier
Send different contract templates or assign specific follow-up tasks depending on the value or tier of the proposal created in Clientjoy.
🔄
Keep CRM records continuously updated
Automatically update customer statuses and deal stages in Clientjoy whenever document milestones progress in Signaturely.
🔍
Search and update existing records
Search for existing customer files before creating new entries, preventing duplicate contacts and keeping your database clean.
💳
Handle invoice payments and milestones
Trigger downstream document workflows or update agreement statuses automatically whenever an invoice is paid in Clientjoy.
🌐
Extend workflows to external tools
Connect your core automation to Slack, Google Drive, or Hubspot to store signed files, notify channels, and manage follow-up tasks.
And much more...

Who is Clientjoy + Signaturely integration for?

Sales managers, agency owners, and account executives streamline document collection and CRM tracking to close deals faster without manual errors.

Agency directors and founders
Agency directors and founders
Account executives
Account executives
Client success managers
Client success managers
Sales operations specialists
Sales operations specialists
Project managers
Project managers
CRM administrators
CRM administrators
📈
Agency directors and founders
You're reviewing pipeline reports in Clientjoy but your contract completion data only updates when someone manually checks Signaturely, so the revenue forecasts you rely on are always lagging — this integration means every signed document updates your CRM instantly and your metrics stay accurate.
Account executives
You need to send contracts and follow up on client signatures immediately, but manual handoffs between proposals and document tools cause frustrating delays — with this integration, every sent proposal triggers a signing request instantly and your deals keep moving forward.
🤝
Client success managers
You answer to clients waiting on onboarding paperwork, but finding executed agreements across separate portals takes too long — automating both apps means signed documents log themselves in your CRM and your client interactions start smoothly.
📊
Sales operations specialists
The volume of outgoing proposals is too high for anyone to keep up with manual document creation and status checks — connecting these apps means signing requests deploy automatically and administrative bottlenecks disappear completely.
🎯
Project managers
You own the delivery phase and depend on sales to hand over signed contracts before kicking off work, but communication gaps leave you guessing — this integration means completed signatures update your projects instantly and kickoff begins without friction.
🗂️
CRM administrators
You need a reliable history of client agreements and payment milestones, but manual entry keeps leaving frustrating gaps in customer records — automating both apps means every proposal and completed signature syncs seamlessly into your database.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Clientjoy + Signaturely

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

1,500+ apps connected
1,500+ apps connected
Connect Clientjoy + Signaturely 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
Select Automation
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 Clientjoy to Signaturely?
Frequently Asked Questions
You can connect Clientjoy to Signaturely in 1-click using ready templates or Integrately AI. It links with apps like Hubspot, Google Drive, Stripe, Gmail, Slack, and Trello.
Can I automatically send signing requests when a Clientjoy proposal is sent?
Frequently Asked Questions
Can I connect Clientjoy, Signaturely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and Signaturely?
Frequently Asked Questions
How does Clientjoy handle data transfer during document signing?
Frequently Asked Questions
How are completed Signaturely documents reflected in Clientjoy?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and Signaturely?
Frequently Asked Questions
Is the Clientjoy and Signaturely integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clientjoy or Signaturely With 1500+ Other Apps

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Signaturely
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