Clientjoy HappyForms

Clientjoy + HappyForms Integrations

Put Clientjoy + HappyForms to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Clientjoy and HappyForms below — describe the exact one you want above and the Agent builds it on demand.

Clientjoy + HappyForms When new form activity occurs in HappyForms, create new leads in Clientjoy.
Convert form responses into CRM contacts When a prospect submits a new form response in HappyForms, automatically create or update their contact profile in Clientjoy. See details
Send customer feedback surveys on closed deals When a deal is marked won in Clientjoy, automatically add the customer as a respondent in HappyForms to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in HappyForms, automatically log the activity under their profile in Clientjoy so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with Clientjoy and HappyForms?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Clientjoy and HappyForms

Everything Clientjoy and HappyForms can do inside a workflow — the triggers that start one and the actions that run when it fires.

Clientjoy Explore Clientjoy →

Clientjoy is a CRM and client management platform designed for agencies and freelancers to manage leads, proposals, and invoicing.

Triggers
Invoice Is Paid

Triggers when an Invoice is fully paid in Clientjoy

Invoice Is Sent

Triggers when an Invoice is sent to Client

Lead Stage Is Changed

Triggers, when the Lead comes to a specified stage.

New Client Is Added

Triggers when a new client is added in Clientjoy

New Invoice Is Created

Triggers when a new Invoice is created

New Lead Is Added

Triggers when a new Lead is added in Clientjoy

Actions
Convert Lead to Client

Auto converts a Clientjoy Lead to a Client in Clientjoy.

Convert Proposal to Invoice

Convert your Proposal's to Invoice directly

Add a New Activity (Todo, Meeting, Event, Etc.)

Creates a new activity on your Clientjoy Calendar.

Create Client

Creates a new Client in your Clientjoy workspace

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 Lead

Create a new Lead in your Clientjoy's Sales Pipeline.

HappyForms Explore HappyForms →

A WordPress form builder plugin that enables users to create contact forms, surveys, and polls using a simple drag-and-drop interface.

Triggers
New Activity

Triggers when a new activity is created.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Clientjoy + HappyForms

Is there a pre-built Clientjoy + HappyForms automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clientjoy and HappyForms's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Clientjoy or HappyForms connector?

No. The Agent works whether or not Clientjoy or HappyForms already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Clientjoy?

Yes, inbound responses from HappyForms can instantly generate new lead records or deals in Clientjoy without manual data entry.

Can I send survey invitations based on deal updates in Clientjoy?

Yes, when a deal is won or updated in Clientjoy, you can automatically add the contact as a respondent in HappyForms to collect feedback.

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