Clientjoy integration with Trello
How to Create Trello cards for new Clientjoy customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Trello cards for new Clientjoy customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clientjoy integrations
Clientjoy actions
Nekton can use any feature that is available in Clientjoy API.
Using our advanced AI, you can easily create custom automations for Clientjoy.
Here are some typical actions you can do in your automated workflows.
Convert Lead to Client
Auto converts a Clientjoy Lead to a Client in Clientjoy.
Add a New Activity (Todo, Meeting, Event, Etc.)
Creates a new activity on your Clientjoy Calendar.
Create Invoice
Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.
Create Proposal
Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.
Update Lead
Update the Lead in Clientjoy
Find Lead
Find a Lead in Clientjoy
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.