Clientary integration
Connect Clientary to Joymore so your brokerage's automations and Joy can work with it.
What Joymore does
Connect Clientary to Joymore from Settings. Once it is connected, Joymore automations can react to Clientary events and run Clientary actions, and Joy can use Clientary when someone on your team asks her to.
Available once connected
What automations can use in Clientary.
Events Joymore can react to
- New Client Created
- New Contact Created
- New Estimate Created
- New Expense Created
- New Invoice Created
- New Payment Created
- New Project Created
- New Staff Created
- New Task Created
Actions Joymore can run
- Create Client
- Create Estimate
- Create Expense
- Create Invoice
- Create Task
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
