Platform.ly + Clientjoy Integrations, Built by an AI Agent
Put Platform.ly + Clientjoy to work with AI and enterprise-grade automation
Learn more about Platform.ly integrations or talk to a human
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Workflows you can build between Platform.ly and Clientjoy
See the kind of workflows teams build with Platform.ly and Clientjoy below — describe the exact one you want above and the Agent builds it on demand.
Platform.ly + Clientjoy
When custom fields are created in Platform.ly, update matching client fields in Clientjoy.
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Enroll new CRM leads in marketing campaigns
When a new lead is created in Clientjoy, automatically add them to an onboarding campaign in Platform.ly so they receive relevant marketing materials instantly.
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Create sales contacts from marketing leads
When a new lead is captured in Platform.ly, automatically create a matching contact record in Clientjoy so your sales team can begin outreach.
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Tag active deals for targeted messaging
When a deal stage changes in Clientjoy, automatically apply a strategic tag to the contact in Platform.ly to trigger tailored follow-up messages.
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Browse the full workflow library →
Looking to achieve something else with Platform.ly and Clientjoy?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Platform.ly and Clientjoy
Everything Platform.ly and Clientjoy can do inside a workflow — the triggers that start one and the actions that run when it fires.
Platform.ly Explore Platform.ly →
Platform.ly is a marketing automation and business analytics tool designed to track conversion funnels, manage email campaigns, and monitor sales.
TriggersTriggers when a new contact is created.
Triggers when a new custom field is created.
Triggers when a new segment is created.
Triggers when a new tag is created.
Add segment to contact.
Remove Segment from Contact.
Add tag to contact.
Creates a new contact.
Updates contact info.
Clientjoy Explore Clientjoy →
Clientjoy is a CRM and client management platform designed for agencies and freelancers to manage leads, proposals, and invoicing.
TriggersTriggers when an Invoice is fully paid in Clientjoy
Triggers when an Invoice is sent to Client
Triggers, when the Lead comes to a specified stage.
Triggers when a new client is added in Clientjoy
Triggers when a new Invoice is created
Triggers when a new Lead is added in Clientjoy
Auto converts a Clientjoy Lead to a Client in Clientjoy.
Convert your Proposal's to Invoice directly
Creates a new activity on your Clientjoy Calendar.
Creates a new Client in your Clientjoy workspace
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 a new Lead in your Clientjoy's Sales Pipeline.
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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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Platform.ly + Clientjoy
Is there a pre-built Platform.ly + Clientjoy automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Platform.ly and Clientjoy's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Platform.ly or Clientjoy connector?
No. The Agent works whether or not Platform.ly or Clientjoy 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.
How do Clientjoy and Platform.ly work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Clientjoy and Platform.ly to maintain compliance.