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Quickly connect Agencyjoy to Nifty with a Zapier template.

Our most popular template

Create projects and task lists in Nifty from new Agencyjoy customers
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Agencyjoy + Nifty

Create projects and task lists in Nifty from new Agencyjoy customers

Details

Try it

Agencyjoy + Nifty

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Agencyjoy with Nifty - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Lead Stage Is Changed" from Agencyjoy.

Add your action

An action happens after the trigger—such as "Create Document" in Nifty.

You’re connected!

Zapier seamlessly connects Agencyjoy and Nifty, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Lead email (optional)
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace
  Required
- Activity Name
- Lead email (optional)
- Client's phone number
- Client's title or designation
- Client's Company
- Clientjoy Website
- Deal size
- Choose Currency
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Client's Owner
  Required
- Privacy
  Required
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
Action
Write

- Workspace
  Required
- Lead Id (optional)
- Activity Name
- Lead email (optional)
- Client's phone number
- Client's Company
- Client's title or designation
- Sales Stage in Pipeline
  Required
- Source
- Choose Client's Owner
  Required
- Choose Currency
  Required
- Deal size
- Conversion Probability
- Clientjoy Website
- Privacy
  Required
- Last Contact Date
- Address
- City
- State
- Country
- Zip
- Choose Tags
- Internal Note
Action
Write
- Workspace
  Required
- Field to Search By
  Required
Action
Search

- Workspace
  Required
- Field to Search By
  Required
- Activity Name
- Client's Company
- Lead email (optional)
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Choose Activity Type
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Status
- Task
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
- Status
Trigger
Polling
Try It
- Project
  Required
- Activity Name
- Content
- Members
Action
Write
- Project
  Required
- Content
  Required
- Send as Bot
Action
Write
- Activity Name
- Portfolio
- Template Category
- Admins
- Team Members
- Guests
- Public to the portfolio
  Required
Action
Write
- Activity Name
- Members
Action
Write
- Project
  Required
- Activity Name
Action
Write

- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Lead email (optional)
- Lead Id (optional)
Action
Write
- Workspace
  Required
- Activity Name
- Client's Company
- Lead email (optional)
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Internal Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Activity Name
- Lead email (optional)
- Client's title or designation
- Client's phone number
- Client's Company
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Choose Tags
- Internal Note
Action
Write
- Workspace
  Required
- Field to Search By
  Required
Action
Search
- Workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace
  Required
- Field to Search By
  Required
- Activity Name
- Lead email (optional)
- Client's phone number
- Client's title or designation
- Client's Company
- Clientjoy Website
- Deal size
- Choose Currency
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Client's Owner
  Required
- Privacy
  Required
- Choose Tags
- Internal Note
- Address
- City
- State
- Country
- Zip
Action
Search or write
- Project
  Required
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Project
  Required
Trigger
Polling
Try It
New User
Triggers when a new user is invited.
Trigger
Polling
Try It
- Activity Name
- Color
Action
Write
- Project
  Required
- Activity Name
- Start
  Required
- End
  Required
Action
Write
- Status
- Task
  Required
- Activity Name
- Assignees
Action
Write
- Project
  Required
- Status
- Add the task at the top of the list
- Activity Name
- Description
- Task List
- Tags
- Assignees
- Due Date
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Agencyjoy and Nifty to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Agencyjoy to Nifty integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.

HelpHelp

Related categories

Sales & CRM

About Nifty

Nifty helps you communicate with your team members and manage your projects — all in one place. Project management has never been easier, fun, and more efficient.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Connect Agencyjoy and Nifty to unlock the power of automation

Set up your first integration

Create projects and task lists in Nifty from new Agencyjoy customers

Create projects and task lists in Nifty from new Agencyjoy customers

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Agencyjoy and Nifty to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Agencyjoy to Nifty on the world's largest no-code automation platform