Clientjoy

Supported Triggers

Watch Customers INSTANT

Triggers when a new customer is created.

Watch Invoice Paid INSTANT

Triggers when an invoice is paid.

Watch Invoices INSTANT

Triggers when a new invoice is created.

Watch Invoice Sent INSTANT

Triggers when an invoice is sent.

Watch Leads INSTANT

Triggers when a new lead is created.

Watch Lead Status INSTANT

Triggers when lead status is changed.

Watch Payment Record INSTANT

Triggers when payment is recorded.

Watch Proposal Accepted INSTANT

Triggers when a proposal is accepted.

Watch Proposals INSTANT

Triggers when a new proposal is created.

Watch Updated Customers INSTANT

Triggers when a customer is updated.

Watch Updated Leads INSTANT

Triggers when a lead is updated.

Supported Actions

Create a Customer

Creates a new customer.

Create a Lead

Creates a new lead.

Create an Invoice

Creates a new invoice.

Create a Proposal

Creates a new proposal.

Create Customer from Lead

Creates a new customer from a lead.

Create Invoice from Proposal

Creates a new invoice from a proposal.

Make an API Call

Performs an arbitrary authorized API call.

Update a Customer

Updates an existing customer.

Update a Lead

Updates an existing lead.

Supported Searches

Find a Customer

Finds a customer.

Find a Lead

Finds a lead.