Integrate Clientjoy with Trello to automate your work
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How Zapier works
Zapier makes it easy to integrate Clientjoy with Trello - no code necessary. See how you can get setup in minutes.
Select a trigger from Clientjoy
Setup an action from Trello
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Set up your first integration
Quickly connect Clientjoy to Trello with a Zapier template.
Our most popular template
Connect Clientjoy and Trello 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 Trello 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 Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Board
- Time Before
- Time Before (Unit)
- StageRequired
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Board
- List
- Card
- ChecklistRequired
- Activity Name
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Activity Name
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- To_board
- To_listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Activity Name
- DescriptionRequired
- Due Date
- Due Complete
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- ChecklistRequired
- Checklist_itemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Activity Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- Activity Name
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- Organization
- Activity Name
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
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 Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Organization
- Activity Name
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Label
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Only cards where you're a member?
- List
- Card
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Activity Name
- Organization
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Activity Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- List
- Card
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- List
- Card
- ChecklistRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List
- Activity Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board
- Activity Name
- Color
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- Board
- List
- Card
- SearchRequired
- Checklist Name
- Checklist to Copy
- Checklist Items
- Checklist Position
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- Organization
- Board
- List
- Activity Name
- DescriptionRequired
- Label
- Custom_labels
- Card Position
- Only cards where you're a member?
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
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