Agencyjoy

Works on 2 automation platforms

• Agencyjoy on Zapier
• Agencyjoy on Make

Triggers (5)

• Lead Stage Is Changedinstant

  Triggers when the stage of a lead is updated/changed.

• New Client Is Addedinstant

  Triggers when a new client is added in Agencyjoy.

• New Lead Is Addedinstant

  Triggers when a new Lead is added in Agencyjoy.

• Client Is Updatedinstant

  Triggers when Client information is updated in Agencyjoy.

• Lead Is Updatedinstant

  Triggers when a Lead's information is updated.

Actions (8)

• Convert Lead to Client

  Auto converts an Agencyjoy Lead to a Client in Agencyjoy.

• Add a New Activity (Task, Call, Meeting)

  Creates a new activity on your Agencyjoy Calendar.

• Create Client

  Creates a new Client in your Agencyjoy workspace

• Create Lead

  Create a new lead in Agencyjoy's Sales Pipeline.

• Update Client

  Update the information of Client

• Update Lead

  Update the Lead in Agencyjoy

• Find or Create Client

  Find a Client in Agencyjoy.

• Find or Create Lead.

  Find a Lead in Agencyjoy

Searches (3)

• Find Client

  Find a Client in Agencyjoy.

• Find Lead

  Find a Lead in Agencyjoy

• Find Team Member

  This will action will fetch you the team member by their email id or full name

No recent releases tracked for this tool yet.