Kantree, Clientjoy Integrations

Clientjoy
Kantree
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Triggers

Clientjoy

Watch Customers INSTANT

Triggers when a new customer is created.

Clientjoy

Watch Invoices INSTANT

Triggers when a new invoice is created.

Clientjoy

Watch Leads INSTANT

Triggers when a new lead created.

Clientjoy

Watch Proposals INSTANT

Triggers when a new proposal is created.

Clientjoy

Watch Updated Customers INSTANT

Triggers when a customer is updated.

Clientjoy

Watch Updated Leads INSTANT

Triggers when a lead is updated.

Actions

Kantree

Create an Organization

Creates a new organization.

Kantree

Create a Project

Creates a new project.

Kantree

Delete a Card

Deletes the selected card.

Kantree

Delete an Organization

Deletes the selected organization.

Kantree

Delete a Project

Deletes the selected project.

Kantree

Get a Card

Returns information about the selected card.

Kantree

Get an Organization

Returns information about the selected organization.

Kantree

Get a Project

Returns information about the selected project.

Kantree

Invite a Project Member

Invites an email address or an existing user via its username.

Kantree

Make an API Call

Performs an arbitrary authorized API call.

Kantree

Update a Card

Updates the selected card.

Kantree

Update an Organization

Updates the selected organization.

Kantree

Update a Project

Updates the selected project.

Clientjoy

Create a Customer

Creates a new customer.

Clientjoy

Create a Lead

Creates a new lead.

Clientjoy

Create an Invoice

Creates a new invoice.

Clientjoy

Create a Proposal

Creates a new proposal.

Clientjoy

Make an API Call

Performs an arbitrary authorized API call.

Clientjoy

Update a Customer

Updates an existing customer.

Clientjoy

Update a Lead

Updates an existing lead.

Searches

Kantree

List Invited Project Members

Lists invited project members.

Kantree

List Organizations

Lists all organizations.

Kantree

List Project Members

Lists project members.

Kantree

List Projects

Lists all projects.

Kantree

Search Cards

Searches for specific cards or lists them all.

Clientjoy

Find a Customer

Finds a customer.

Clientjoy

Find a Lead

Finds a lead.

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