Integrate Clientjoy with Retently
Trigger NPS/CSAT surveys after key client interactions such as proposal acceptance or project completion, sync client profiles to ensure feedback is associated with the correct client, and use survey responses to improve client management strategies.
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About Clientjoy
Clientjoy is a client life-cycle management software for agencies that assists in managing leads, proposals, clients, invoicing, and revenues in a centralized platform.
Clientjoy to Retently
Invoice Is Paid
Triggers when an invoice is fully paid in Clientjoy.Lead Stage Is Changed
Triggers when the lead comes to a specified stage.New Invoice Is Created
Triggers when a new invoice is created.New Proposal Is Created
Triggers when a new proposal is created.Proposal Is Accepted
Triggers when the proposal is accepted.Client Is Updated
Triggers when client information is updated in Clientjoy.Invoice Is Sent
Triggers when an invoice is sent to the client.New Client Is Added
Triggers when a new client is added in Clientjoy.New Lead Is Added
Triggers when a new lead is added in Clientjoy.Payment Is Added
Triggers when a new payment record is added to Clientjoy.Proposal Is Sent
Triggers when a proposal is sent from Clientjoy.Lead Is Updated
Triggers when a lead's information is updated.Retently to Clientjoy
Convert Lead to Client
Auto converts a Clientjoy lead to a client in Clientjoy.Add a New Activity (Todo, Meeting, Event, Etc.)
Creates a new activity on your Clientjoy calendar.Create Invoice
Creates a new invoice. You can choose to auto send the invoice on creation.Create Proposal
Creates a new proposal from the templates. You can choose to auto send the proposal on creation.Update Lead
Updates the lead in Clientjoy.Find Lead
Finds a lead in Clientjoy.Find or Create Customer
Finds a client in Clientjoy.Convert Proposal to Invoice
Converts your proposal to an invoice directly.Create Client
Creates a new client in your Clientjoy workspace.Create Lead
Creates a new lead in your Clientjoy's sales pipeline.Update Client
Updates the information of the client.Find Client
Finds a client in Clientjoy.Find Team Member
Fetches you the team member by their email ID or full name.Find or Create Lead
Finds a lead in Clientjoy.
Alex Bitca
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