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Clientjoy

Supported Triggers

Clientjoy

Watch Customers INSTANT

Triggers when a new customer is created.

Clientjoy

Watch Invoice Paid INSTANT

Triggers when an invoice is paid.

Clientjoy

Watch Invoices INSTANT

Triggers when a new invoice is created.

Clientjoy

Watch Invoice Sent INSTANT

Triggers when an invoice is sent.

Clientjoy

Watch Leads INSTANT

Triggers when a new lead is created.

Clientjoy

Watch Lead Status INSTANT

Triggers when lead status is changed.

Clientjoy

Watch Payment Record INSTANT

Triggers when payment is recorded.

Clientjoy

Watch Proposal Accepted INSTANT

Triggers when a proposal is accepted.

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.

Supported Actions

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

Create Customer from Lead

Creates a new customer from a lead.

Clientjoy

Create Invoice from Proposal

Creates a new invoice from a 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.

Supported Searches

Clientjoy

Find a Customer

Finds a customer.

Clientjoy

Find a Lead

Finds a lead.

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