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Clientjoy Zapier integrationAutomate Clientjoy with Zapier.

The Clientjoy Zapier integration gives you 12 triggers, 9 actions and 3 searches, and every one of those triggers is instant. Here is what each one does, what it costs in tasks, and where an agency workflow tends to snap.

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Overview

What the Clientjoy and Zapier pairing actually does

Clientjoy keeps an agency's leads, proposals, clients and invoices in one place. Zapier is the service that watches it and reacts for you: when a proposal is accepted or a payment lands, it can create, convert or update records in Clientjoy without you opening the app.

Three outcomes cover most of what a small studio wants from it.

An invoice ready the minute a deal is signed. Proposal Is Accepted starts the Zap, Convert Proposal to Invoice does the paperwork. Nobody copies line items by hand.

A pipeline that stays tidy. When a lead reaches a stage you pick, Lead Stage Is Changed fires and Convert Lead to Client or Update Lead moves the record along.

Leads from elsewhere, landed in Clientjoy. A form tool or ad platform starts the Zap, Create Lead files the prospect in the right stage with an owner.

What it does not do: there is no step that deletes a lead, client or invoice. All 12 triggers are instant, so the plan's checking interval never slows them down.

Before you settle on Zapier, the Make vs Zapier comparison sets out the criteria, and the Clientjoy Make integration covers the same app on Make, with its own trigger list and its own way of counting cost.

Vocabulary

Zapier words, in plain English

Eight terms come back all over this page. One line each.

Zap
The automation you build: one event that starts it, then one or more steps that run each time that event happens.
Trigger
The event that starts the Zap, such as a proposal being accepted. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that creates, converts or updates something in Clientjoy for you.
Task
What Zapier bills. One action that goes through counts as one task, and your plan is a monthly number of those.
Polling trigger
A trigger Zapier checks on a timer, asking the app for new items and keeping only the ones it has not seen.
Instant trigger
A trigger the app reports itself, the moment the event happens. Every Clientjoy trigger works this way.
Filter
A step that lets the Zap carry on only when what arrived meets a condition you set, and stops it otherwise.
Search step
A step that looks up an existing lead, client or team member so the next steps can use what it found.
Cost

What it costs in tasks

The trigger is free. Only actions that go through are billed, one task each, and a failed action costs nothing.

  • TriggerFree, never billed
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Premium appNo

The free plan gives you 100 tasks a month and Zaps of two steps: one trigger, one action. Add a second action, a filter or a search and the Zap becomes a multi-step Zap, which needs a paid plan. Clientjoy is not a premium app, so it works on the free plan. The interval grid below only concerns polling triggers; Clientjoy has none, so on any plan, free or paid, its Zaps start the moment the event happens.

Connect

Connect your Clientjoy account

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Clientjoy account linked once, then reused by every step that needs it.

  2. 02

    Pick Clientjoy

    Search for Clientjoy by name in the dialog, select it, then click Add connection. A new tab opens for the sign-in, and you finish the connection there.

  3. 03

    Sign in and grant access

    Log in to Clientjoy in that tab and let Zapier access the account. You need a Clientjoy account, plus read or write rights on anything you do not own yourself and want the Zap to touch.

First Zap

Your first Clientjoy Zapier integration, step by step

GoalWhen a client accepts a proposal, turn it into an invoice and put a kickoff meeting on the calendar.

  1. 01

    Build: set the trigger

    In the editor, choose Clientjoy as the app that starts the Zap and Proposal Is Accepted as the event. Pick your connection.

  2. 02

    Choose the workspace

    The trigger asks for the workspace to watch. Test it: Zapier brings back the three most recent items from the connected account, so you map fields from a real one.

  3. 03

    Add the invoice step

    Add Convert Proposal to Invoice, select the same workspace, and map the proposal that came in from the trigger, so the invoice is built from it.

  4. 04

    Book the kickoff

    Add Add a New Activity (Todo, Meeting, Event, Etc.) as a meeting. Two actions make this a multi-step Zap, so it needs a paid plan.

  5. 05

    Test, then Publish

    Run each step once with Test and read what came back. When both look right, click Publish to switch the Zap on for every proposal accepted from now on.

Triggers

The 12 Clientjoy triggers

12 events start a Zap when something happens in Clientjoy, and 12 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Invoice Is Paid

Instant trigger

In Zapier“Triggers when an Invoice is fully paid in Clientjoy”

Fires once an invoice has been settled in full, not on a partial payment. That makes it the clean signal that a job is closed on the money side.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a freelance photographer can thank the client and mark the project as wrapped the moment the last invoice clears.
Watch out
pick the workspace to watch; an invoice paid in another workspace never reaches this Zap.
2

Invoice Is Sent

Instant trigger

In Zapier“Triggers when an Invoice is sent to Client”

Starts the Zap when an invoice leaves Clientjoy for the client. Creation alone does not count: the invoice has to go out.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
log a follow-up reminder on the account manager's calendar each time a bill goes out, so chasing payment never depends on memory.
Watch out
an invoice that is created but not yet sent will not set this off; for that moment use New Invoice Is Created.
3

Lead Stage Is Changed

Instant trigger

In Zapier“Triggers, when the Lead comes to a specified stage.”

Reacts when a lead lands on one specific stage of your pipeline. You choose that stage when you set the trigger up, so one Zap watches one stage.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
when a prospect reaches the stage where you quote, have Zapier draft the matching proposal from a template.
Watch out
the stage is a required setting. To act on two stages, build two Zaps.
4

New Client Is Added

Instant trigger

In Zapier“Triggers when a new client is added in Clientjoy”

Picks up every new client record in the workspace you select.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an architecture studio can open an onboarding checklist for each new client without a project manager remembering to do it.
Watch out
a Zap that also creates clients in that workspace will start itself again; keep the two in separate workspaces or separate Zaps.
5

New Invoice Is Created

Instant trigger

In Zapier“Triggers when a new Invoice is created”

Goes off as soon as an invoice exists, before it is sent. It is the earliest point you can catch a bill in its life.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
send each new invoice to the person who reviews numbers before anything reaches a client.
Watch out
a Zap that creates invoices in this same workspace with Create Invoice will set itself off again and again.
6

New Lead Is Added

Instant trigger

In Zapier“Triggers when a new Lead is added in Clientjoy”

Catches each prospect added to the chosen workspace's pipeline, by hand or by another automation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a branding agency can hand every new inquiry to a team member and log a discovery call straight away.
Watch out
Create Proposal adds a lead when the recipient is unknown, which can also count as a new lead for this trigger.
7

New Proposal Is Created

Instant trigger

In Zapier“Triggers when a new Proposal is created”

Catches a proposal the moment it is created, long before the client sees it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
set a review task for a senior partner on every fresh proposal, so nothing goes out unchecked.
Watch out
this fires on creation, not on sending; for the send itself, Proposal Is Sent is the one.
8

Payment Is Added

Instant trigger

In Zapier“Triggers when a new payment record is added to Clientjoy”

Fires on every payment recorded, partial ones included. That is the difference with Invoice Is Paid, which waits for the full amount.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a consultant billing in installments can note each one on the client record as it arrives.
Watch out
a three-part payment plan sets this off three times, and each run bills its actions again.
9

Proposal Is Accepted

Instant trigger

In Zapier“Triggers when the Proposal is accepted”

Goes off when a client says yes to a proposal. It is the most direct bridge between sales and billing in Clientjoy.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
convert the accepted proposal into an invoice and book the kickoff meeting in one go, as in the Zap above.
Watch out
Convert Proposal to Invoice asks for a workspace too, so pick the one the trigger watches.
10

Proposal Is Sent

Instant trigger

In Zapier“Triggers when a Proposal is sent from Clientjoy”

Kicks in when a proposal actually leaves Clientjoy for the prospect, whether you sent it or an action did.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
put a follow-up call on the sales rep's calendar the moment a quote is in the prospect's inbox.
Watch out
Create Proposal can send on creation; if it does, this trigger can fire right behind it.
11

Client Is Updated

Instant trigger

In Zapier“Triggers when Client information is updated in Clientjoy”

Fires whenever the information on a client record changes in the chosen workspace.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a contact sheet in another tool in step with Clientjoy whenever an address or owner changes.
Watch out
an Update Client step in the same Zap edits the record it watches and restarts the Zap on a loop.
12

Lead Is Updated

Instant trigger

In Zapier“Triggers when a Lead's information is updated”

Reacts to any edit on a lead, not only stage moves. Broader than Lead Stage Is Changed, and noisier for it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
mirror changes to deal size or owner into a reporting tool that your managers already read.
Watch out
pair it with Update Lead on the same workspace and the Zap triggers itself again and again.
Actions

The 9 Clientjoy actions

Clientjoy gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Convert Lead to Client

Action

In Zapier“Auto converts a Clientjoy Lead to a Client in Clientjoy.”

Turns an existing lead into a client, so the record moves from the sales side to the billing side.

When to use it
when a lead reaches your final pipeline stage, promote it without anyone clicking through.
Watch out
the lead has to exist already; find it first with Find Lead when the trigger does not carry it.
2

Convert Proposal to Invoice

Action

In Zapier“Convert your Proposal's to Invoice directly”

Takes a proposal and produces the invoice from it directly, with no retyping of the line items.

When to use it
pair it with Proposal Is Accepted, which is the whole point of the Zap shown above.
Watch out
the step asks for a workspace, so use the one where the proposal was accepted.
3

Add a New Activity (Todo, Meeting, Event, Etc.)

Action

In Zapier“Creates a new activity on your Clientjoy Calendar.”

Puts a to-do, meeting or event on the Clientjoy calendar, with a start, an end and optional invites.

When to use it
book a kickoff meeting each time a proposal is accepted.
Watch out
times are read in GMT, so convert your local time first, including relative ones like “tomorrow at ten”.
4

Create Client

Action

In Zapier“Creates a new Client in your Clientjoy workspace”

Adds a client record with a name, an email, the billing currency and the team member in charge.

When to use it
when a deal closes in another sales tool, open the client in Clientjoy so invoicing can start there.
Watch out
the currency you set here is the one invoices for this client will use.
5

Create Invoice

Action

In Zapier“Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.”

Raises an invoice for a recipient, one-off or recurring, with an optional discount and the option to send it straight away.

When to use it
bill a monthly maintenance fee from a project tool without opening Clientjoy.
Watch out
if the recipient email is not in Clientjoy yet, a new client gets created for it.
6

Create Lead

Action

In Zapier“Create a new Lead in your Clientjoy's Sales Pipeline.”

Drops a new prospect into a stage of your sales pipeline, with an owner and a privacy setting.

When to use it
file each inquiry from a website form as a lead in the right stage, assigned to a rep.
Watch out
stage, owner, currency and privacy are all required, so decide them before you build.
7

Create Proposal

Action

In Zapier“Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.”

Builds a proposal from one of your templates, for a lead or a client, and can send it on creation.

When to use it
draft a standard retainer proposal the moment a lead reaches the stage where you quote.
Watch out
an unknown recipient email gets created as a new lead, so check spelling at the source.
8

Update Client

Action

In Zapier“Update the information of Client”

Changes the details on a client record, with the currency and owner to keep or reassign.

When to use it
reassign a client to a new account manager when someone leaves the team.
Watch out
the client ID is required; Find Client gives you one from the field you search by.
9

Update Lead

Action

In Zapier“Update the Lead in Clientjoy”

Edits an existing lead: stage, source, owner, currency and privacy, all of them required.

When to use it
move a lead forward once a call gets booked in your scheduling tool.
Watch out
it needs the lead's ID; a Find Lead step before it is the usual way to get one.
Searches

The 3 Clientjoy searches

3 search steps look for data that already exists in Clientjoy, so a later step can use it.

A search step looks up a record that already exists, so a later step can use it. In the editor, searches sit at the bottom of the Action event list under SEARCH, and some fields offer + Add search step to insert one right there. Three settings decide what happens when the lookup goes sideways.

1

Find Client

SearchFind or create

In Zapier“Find a Client in Clientjoy.”

Looks a client up by the field you choose and hands its ID to the next steps. The editor also lists it as Find or create customer: same search, with the create box ticked.

When to use it
fetch the client before Update Client, which cannot run without an ID.
Watch out
whether the match is exact or close is decided by Clientjoy, not Zapier.
2

Find Lead

SearchFind or create

In Zapier“Find a Lead in Clientjoy”

Finds an existing lead from the field you pick. Its twin entry, Find or Create Lead, is this same search with creation switched on.

When to use it
before Update Lead or Convert Lead to Client, grab the right record from what the trigger carries.
Watch out
with creation on, a typo in the search value quietly adds a fresh lead.
3

Find Team Member

Search

In Zapier“This will action will fetch you the team member by their email id or full name”

Returns a member of your team from the email or full name registered in Clientjoy.

When to use it
assign the owner on Create Lead when your form only gives you the rep's email.
Watch out
the name or email must match what is registered in Clientjoy, not a nickname.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there, and the steps that relied on it are skipped. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create. The setting above disappears, and the step asks for the fields it needs to create the missing item.
  3. If multiple search results are found?
    Three ways out: keep the first match, which is the default, stop the Zap, or pass all the matches on at once.
When it breaks

Where a Clientjoy Zap breaks

Zapier attaches no help article to Clientjoy and lists no rate limit for it. What breaks comes from Zapier's general rules and from a few required fields.

  • Nothing from before the switch-on

    A Zap only reacts to what happens after you publish it. Proposals accepted last week stay where they are; moving that backlog is a separate job.

  • A Zap that triggers itself

    Lead Is Updated plus Update Lead on the same workspace: each edit fires the Zap, which edits again. It loops and burns tasks fast.

  • Bulk imports held back

    Importing a big batch of leads at once can trip Zapier's flood protection, which holds the runs instead of firing them all.

  • Meetings at the wrong hour

    Add a New Activity reads start and end times in GMT. Feed it local time and the meeting lands hours off.

  • Clients you did not plan

    Create Invoice makes a new client when the recipient email is unknown. One typo and the client exists twice.

  • Leads that appear from proposals

    Create Proposal adds a new lead for an unknown recipient, which can also set off any Zap watching New Lead Is Added.
Need help

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FAQ

Clientjoy Zapier integration: common questions

01Is the Clientjoy Zapier integration free?
Yes, on the free plan, because Clientjoy is not a premium app. That plan gives you 100 tasks a month and Zaps of two steps, one trigger and one action. Converting a proposal and booking a meeting in the same Zap means two actions, which makes it a multi-step Zap and needs a paid plan. Search steps and filters have the same effect: as soon as you add one, you are past the free plan's two-step limit. A one-trigger, one-action Zap stays free.
02How many tasks does a Clientjoy Zap use?
One task per action that goes through, and nothing for the trigger. A Zap that fires on Proposal Is Accepted and runs Convert Proposal to Invoice uses one task per accepted proposal. Add a meeting step and it is two. Actions that fail are not counted. Watch triggers that fire often, like Payment Is Added on installment plans, because each payment runs the actions again and bills them again. Counting your triggers per month gives a fair estimate of the tasks you will need.
03Does Clientjoy trigger Zaps in real time?
Yes. All 12 Clientjoy triggers are instant: Clientjoy tells Zapier as soon as the event happens, and the Zap starts at once whatever your plan. The 15-minute check of the free plan only applies to polling triggers, and Clientjoy has none. In the editor, a Zap built on an instant trigger shows a lightning bolt, which is a quick way to confirm it. Nothing to tune, nothing to upgrade for speed.
04What does it take to connect Clientjoy to Zapier?
A Clientjoy account, plus read or write rights on anything you do not own and want the Zap to change. You add it from the Apps page with + Add connection, sign in to Clientjoy in the tab that opens and grant access. Each step then asks for a workspace, so the connected account must be able to reach the workspace you plan to automate. Test a trigger once to make sure the right data comes back.
05Why does a Clientjoy meeting show up at the wrong time?
Because Add a New Activity reads its start and end times in GMT. If you pass a local time, or a relative one like tomorrow morning, the meeting is shifted by your time zone offset. Convert the time to GMT before it reaches that step, then check the first few activities the Zap creates. The field notes in the editor give the same warning for both the start and the end.
06What if the Clientjoy action you need is not there?
Then Zapier cannot do it with Clientjoy today. The list holds 9 actions and 3 searches: there is no step to delete a lead, client or invoice. Sometimes a workaround exists, such as Update Lead to move a record to another pipeline stage instead of removing it. If no combination of the existing steps gets you there, the gap is real and worth knowing before you build. Note too that Update Lead needs the lead's ID, which a Find Lead step placed just before it can supply.
07Zapier, Make or n8n for Clientjoy?
It depends on your criteria, not on a winner. On Zapier, every trigger here is instant. Cost is counted in tasks, one per successful action. If you compare prices or want more control over the logic, look at how each tool bills and what it offers for Clientjoy before choosing. A short test Zap on each side tells you more than any feature table. On Zapier, a second action, a filter or a search already takes a Zap past the free plan.
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