Integrate Clientjoy with Project.co to automate your work
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Clientjoy with Project.co - no code necessary. See how you can get setup in minutes.
Select a trigger from Clientjoy
Setup an action from Project.co
That’s it! You just connected Clientjoy to Project.co
Connect Clientjoy and Project.co 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
Connect Clientjoy and Project.co 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.
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.
- WorkspaceRequired
- StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Lead Email (optional)
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- 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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Lead Id (optional)
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Company
- Client's Title or Designation
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- Choose CurrencyRequired
- Deal Size
- Conversion Probablity (1-100)
- Client Website
- PrivacyRequired
- Last Contact Date
- Address
- City
- State
- Country
- Zip
- Choose Tags
- Internal Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Field To Search ByRequired
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Group
Triggers when a new ProjectCo group is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new Project.co task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Project
Triggers when a Project.co project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Name
- Invoice Details
- Group Image
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IdRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IdRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IdRequired
- Activity Name
- Description
- PrivacyRequired
- StageRequired
- Group Image
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ModeRequired
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ModeRequired
- Project
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ModeRequired
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ModeRequired
- Search valueRequired
- Template
- Activity Name
- Description
- PrivacyRequired
- StageRequired
- Group Image
- Users
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- WorkspaceRequired
- Lead Email (optional)
- Clientjoy ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity Name
- Client's Company
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose CurrencyRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- PrivacyRequired
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Customer IdRequired
- Activity Name
- Lead Email (optional)
- Client's Title or Designation
- Client's phone number
- Client's Company
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Field To Search ByRequired
- Activity Name
- Lead Email (optional)
- Client's phone number
- Client's Title or Designation
- Client's Company
- Client Website
- Deal Size
- Choose CurrencyRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Client's OwnerRequired
- PrivacyRequired
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Project
Triggers when a new Project.co project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Task
Triggers when a ProjectCo task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template
- Activity Name
- Description
- PrivacyRequired
- StageRequired
- Group Image
- Users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Activity Name
- Task date type
- Date
- Start date
- End date
- StageRequired
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Email (optional)
- User RoleRequired
- User groupRequired
- User projects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IdRequired
- Activity Name
- Task date type
- Date
- Start date
- End date
- StageRequired
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ModeRequired
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ModeRequired
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ModeRequired
- Project
- Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ModeRequired
- Search valueRequired
- Activity Name
- Invoice Details
- Group Image
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ModeRequired
- Project
- Search valueRequired
- ProjectRequired
- Activity Name
- Task date type
- Date
- Start date
- End date
- StageRequired
- Task visibility
- Task Allocations
- Task Followers
- Task groups
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found