Integrate Clientjoy with Instantly to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Clientjoy with Instantly - no code necessary. See how you can get setup in minutes.

Select a trigger from Clientjoy

A trigger is an event that starts your Zap and runs the workflow. For example, with Clientjoy, a trigger could be "Invoice Is Paid."

A trigger is the event that kicks off your automated workflow.

Setup an action from Instantly

An action is what takes place after the automation is triggered. For example, with Instantly, the action could be "Add Tags to Accounts."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clientjoy to Instantly

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect Clientjoy to Instantly with a Zapier template.

Our most popular template

Create new Clientjoy leads from new Instantly events
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Instantly + Clientjoy

Create new Clientjoy leads from new Instantly events

Instantly + Clientjoy

Make work flow with AI

Level up your Clientjoy to Instantly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Clientjoy and Instantly to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Clientjoy and Instantly to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Lead Email (optional)
- Lead Id (optional)
Action
Write

- Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Lead Email (optional)
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace
  Required
- Recipient Name
  Required
- Recipient's Email address
  Required
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)
  Required
- Discount value
- When to apply discount?
  Required
- Is this a recurring Invoice?
  Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Workspace
  Required
- Please choose whether Proposal is for a Lead or Customer
  Required
- Recipient Name
  Required
- Recipient's Email address
  Required
- Client's Title or Designation
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- Workspace
  Required
- Lead Id (optional)
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Company
- Client's Title or Designation
- Sales Stage in Pipeline
  Required
- Source
- Choose Client's Owner
  Required
- Choose Currency
  Required
- Deal Size
- Conversion Probablity (1-100)
- Client Website
- Privacy
  Required
- Last Contact Date
- Address
- City
- State
- Country
- Zip
- Choose Tags
- Internal Note
Action
Write
- Workspace
  Required
- Field To Search By
  Required
Action
Search
- Workspace
  Required
- Field To Search By
  Required
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write
- Campaign
- Event Type
Trigger
Instant
Try It
- Campaign
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Lead Email (optional)
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
  Required
- Lead Email (optional)
Action
Write
- Campaign
  Required
- Tag
  Required
Action
Write

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Lead Email (optional)
- Clientjoy ID of Proposal
Action
Write
- Workspace
  Required
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace
  Required
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose Currency
  Required
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Client's Owner
  Required
- Privacy
  Required
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Activity Name
- Lead Email (optional)
- Client's Title or Designation
- Client's phone number
- Client's Company
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Client Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Choose Tags
- Internal Note
Action
Write
- Workspace
  Required
- Field To Search By
  Required
Action
Search
- Workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace
  Required
- Field To Search By
  Required
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose Currency
  Required
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Client's Owner
  Required
- Privacy
  Required
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
Action
Search or write
- Email accounts
  Required
- Tag
  Required
Action
Write
- Email or domain
  Required
Action
Write
- Tag Label
  Required
- Tag Description
Action
Write
- Email accounts
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Lead Email (optional)
- New Status
  Required
Action
Write

Automate Instantly: get inspired on the Zapier blog

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

Related categories

Email

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