With our Clientjoy integration model, you'll be able to Send Workspaces, Leads, Currencies, Customers, Invoices, Items, Proposals, Taxes and Users from Clientjoy, or Add Customers, Invoices, Leads and Proposals to Clientjoy.
E.G. Send Contacts from Clientjoy to Google Sheet
Possible entities as a Source are: Send Workspaces, Leads, Currencies, Customers, Invoices, Items, Proposals, Taxes and Users
Possible entities as a Target are: Add Customers, Invoices, Leads and Proposals
Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.
If you need any additional functionality or additional entities, please make your request here.
Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.
First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:
Now, you will see the list of integrations offered by SyncSpider. Select Clientjoy application from the list, or use the search bar to find it easily.
NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.
After selecting Clientjoy, enter the integration name and description (optional) then click on the Next button.
You will now be prompted for the Email and password
Simply type out your Email and password and click "Finish"
Congratulations! Clientjoy is now successfully integrated.
Clientjoy is just one of the tools we support!
To check the list of the tools and features we support, please click here.
If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)
If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.