Integrate Clientjoy with Salesflare to automate your work
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
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 Salesflare - 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."
Setup an action from Salesflare
An action is what takes place after the automation is triggered. For example, with Salesflare, the action could be "Add Contact to Account."
That’s it! You just connected Clientjoy to Salesflare
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Connect Clientjoy and Salesflare 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.
Connect Clientjoy and Salesflare 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.
- 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- Choose Client's OwnerRequired
- Assignee
- Sales Stage in PipelineRequired
- Tag
- Min Value
- Max Value
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Update if Account Already Exists
- Client Website
- Contact Name
- Contact Email
- Description
- Lead Email (optional)
- Choose Tags
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Lead Email (optional)
- First Name
- Last Name
- Choose Tags
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- BodyRequired
- Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Account
- Reminder Date
- Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Activity Name
- Client Website
- Description
- Lead Email (optional)
- Choose Tags
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Activity Name
- Account
- Sales Stage in PipelineRequired
- Choose Client's OwnerRequired
- Assignee
- Value
- Close Date
- Choose Tags
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Activity Name
- Lead Email (optional)
- Phone Number
- Account
- Tag
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Activity Name
- Lead Email (optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Activity Name
- Lead Email (optional)
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Activity Name
- Domain
- Tag
- Update if Account Already Exists
- Client Website
- Contact Name
- Contact Email
- Description
- Lead Email (optional)
- Choose Tags
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
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- Account
- Choose Activity TypeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- WorkflowRequired
- Step NumberRequired
- Event
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- AccountRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Name
- Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Sales Stage in PipelineRequired
- Choose Client's OwnerRequired
- Assignee
- Value
- Close Date
- Choose Tags
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- ContactRequired
- Choose Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Activity Name
- Lead Email (optional)
- First Name
- Last Name
- Choose Tags
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- Activity Name
- Domain
- Tag
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Activity Name
- Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Pipeline Name
- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- Activity Name
- Lead Email (optional)
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Choose Tags
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
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
Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.
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Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
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