

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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Ready 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.
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 + 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.


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Hubspot (3)
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Google Drive (3)
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Stripe (3)
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Gmail (3)
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Slack (3)
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Trello (3)
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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.
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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.
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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 Triggers & Actions
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Try it → 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
Try it → What can you automate with Clientjoy + Signaturely?
Streamline your agency workflow by automating document signing requests, updating CRM records, and tracking contract completions instantly.
📝
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.
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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.
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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.
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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.
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Handle invoice payments and milestones
Trigger downstream document workflows or update agreement statuses automatically whenever an invoice is paid in Clientjoy.
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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
Account executives
Client success managers
Sales operations specialists
Project managers
CRM administrators
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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.
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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.
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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.

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
Connect Clientjoy + Signaturely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Clientjoy + Signaturely Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clientjoy to Signaturely?
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?
Can I connect Clientjoy, Signaturely, and Slack?
What is a good Zapier alternative for Clientjoy and Signaturely?
How does Clientjoy handle data transfer during document signing?
How are completed Signaturely documents reflected in Clientjoy?
Do I need coding skills to automate Clientjoy and Signaturely?
Is the Clientjoy and Signaturely integration free?
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?
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