Agencyjoy Make integrationAutomate Agencyjoy with Make.
Can Make keep your Agencyjoy leads and customers in step with the rest of your tools? The Agencyjoy Make integration gives you 13 modules: 5 triggers, 6 actions and 2 searches. This guide is for agency teams who run their pipeline in Agencyjoy, and it walks you from connecting your account to a working first scenario.
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What does the Agencyjoy Make integration let you automate?
The Agencyjoy Make integration links your Agencyjoy account to Make so that leads and customers move without copy and paste. In Make, you build a scenario, the automation itself, out of modules: each module is one brick, such as a trigger that spots a new lead or an action that creates a customer.
Three setups cover most needs. First, a clean intake: a form or a spreadsheet in another app feeds Create a Lead, so every prospect lands in Agencyjoy without retyping. Second, a hand-off when a deal is won: Watch Lead Status spots the change and Create Customer from Lead turns that prospect into a customer record. Third, a shared view for the whole agency: Watch Updated Customers passes each edit to the tools your account managers already read.
Know the limits before you build. Make's own documentation for Agencyjoy is flagged as limited, because little public information exists about the app. The module names are listed, but no field list, no setup notes and no troubleshooting come with them. Plan to test each module with Run once and read what comes back.
When a module is missing, Make an API Call reaches any endpoint of the Agencyjoy API with the same connection. If you are still choosing a platform, the n8n vs Make comparison lays out the criteria, and the Make pricing page explains how operations are counted. Teams that prefer to learn step by step can start with the Make training.
How do you connect Agencyjoy to Make?
- 01
Add an Agencyjoy module
Open a scenario, click the +, search for Agencyjoy and pick any of its modules. Then click Create a connection. A connection is your Agencyjoy account linked to Make once, and every Agencyjoy module reuses it.
- 02
Name it and authorize Make
Give the connection a name you will recognize later, for example the agency or workspace it belongs to. Next, either approve access on the Agencyjoy page that opens, or paste the key Agencyjoy gives you, depending on what the window asks for.
- 03
Save and check the fields
Click Save. Back in the module, Make can now read your account, so the fields fill with the choices it finds there. If they stay empty, the connection did not go through and needs to be created again.
Your first scenario: send every new prospect into Agencyjoy
GoalWhen a prospect fills in a form in another app, Make creates the lead in Agencyjoy.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the +. Pick the app where prospects arrive today, such as your form tool, and choose its trigger. That module opens the flow.
- 02
Add Create a Lead
Click the + on the right of the first module, search for Agencyjoy and choose Create a Lead. Select your connection, or click Create a connection if this is your first Agencyjoy module.
- 03
Map the prospect's details
Fill the fields of Create a Lead by clicking into each one and picking the matching value from the first module: the name, the email, whatever your form collects. Make shows every item it received, so there is nothing to type by hand.
- 04
Test with Run once
Submit a test entry in your form, then click Run once. Make runs the scenario one time and shows the bundles, the items each module received. Open Agencyjoy and check that the test lead is there.
- 05
Schedule and switch it on
Click the clock on the first module to set the schedule: a new scenario runs every 15 minutes by default. Then switch the scenario on. From now on, each new prospect becomes a lead without anyone retyping it.
Which Agencyjoy triggers can start a scenario?
5 modules start a scenario when something happens in Agencyjoy. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Agencyjoy as soon as it happens.
Watch Customers
triggerIn the docs onlyYour scenario starts each time a new customer shows up in Agencyjoy, so onboarding tasks, welcome messages or a folder in another tool can follow on their own. Each customer arrives as one bundle, one item passed to the next module.
Watch Lead Status
triggerIn the docs onlyThis trigger is the one to pick when the stage of a prospect matters more than its arrival. It lets a scenario react to the status of your Agencyjoy leads, which is the natural hook for hand-offs between sales and delivery.
Watch Leads
triggerIn the docs onlyEvery lead added to Agencyjoy can start your scenario, which means a fresh prospect reaches your inbox, your chat or your spreadsheet without anyone checking the CRM. It is the simplest entry point for a first build.
Watch Updated Customers
triggerIn the docs onlyEdits made to existing customer records become a starting point here. When someone corrects an address or a contact name in Agencyjoy, the change can travel to your invoicing tool or shared sheet instead of drifting out of sync.
Watch Updated Leads
triggerIn the docs onlyChanges to leads that already exist feed this trigger, so a note, a new phone number or a reassignment can reach the people who need it. It differs from Watch Leads, which only reacts to brand new prospects.
What can Make do in Agencyjoy?
Agencyjoy gives you 8 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Customer from Lead
ActionIn the docs onlyA won prospect becomes a customer in one step, without you rebuilding the record from scratch. It is the module that closes the gap between your sales pipeline and your client list.
Create a Customer
ActionIn the docs onlyAdds a brand new customer to Agencyjoy from data that lives elsewhere, a signed quote, a payment or a booking. Pick it over Create Customer from Lead when the client never went through your lead pipeline.
Create a Lead
ActionIn the docs onlyPuts a new prospect into your Agencyjoy pipeline, fed by a form, an ad platform or a spreadsheet. The lead then follows your usual sales process inside Agencyjoy.
Find a Customer
SearchIn the docs onlyLooks up customers already stored in Agencyjoy so the next modules can work on the right record. As a search, it can return nothing, one customer or several, each as its own bundle.
Find a Lead
SearchIn the docs onlyRetrieves existing leads from Agencyjoy, handy when an event in another app concerns a prospect you already track. The result can be empty, a single lead or a batch of them.
Make an API Call
ActionIn the docs onlyReaches any endpoint of the Agencyjoy API through the connection you already set up. It covers whatever the twelve other modules leave out, without a second login.
Update a Customer
ActionIn the docs onlyChanges an existing customer record in Agencyjoy so your client list stays accurate when details move in another tool. Only the record you point to is touched.
Update a Lead
ActionIn the docs onlyEdits a lead that already sits in your pipeline, for instance to record the outcome of a call or a reply from a campaign. The prospect keeps its history and gains the new information.
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