Clientjoy + Workfacta Integration

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Create Your Own Clientjoy & Workfacta 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

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
Update number in Workfacta
Automatically generates a new record

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

You Can Also Connect Clientjoy or Workfacta 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

Workfacta helps convert business plans into actions, align teams to the business strategy, run integrated meetings to review critical business items, monitor team performance, and facilitate decision-making with data.

See Workfacta Integrations