Chiirp + The Customer Factor

Create or update Chiirp contacts when new estimates are accepted in The Customer Factor

When an estimate gets accepted in The Customer Factor app, streamline your workflow with an immediate update or creation of a contact in Chiirp. This time-saving automation ensures all your contact information is always current, letting you focus on growing your business instead of manually managing data. Increase efficiency and consistency by optimizing your communication and maintaining a seamless client database management.

When this happens...
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
TriggerInstant
automatically do this!
Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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Supported triggers and actions

What does this mean?

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write
New Contact
Triggers when a new Contact is created in Chiirp.
Trigger
Instant
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- Tag
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Address Line #1
- Address Line #2
- City
- State
- Zip/Postal Code
- Phone Number
- Alternate Phone Number
- Email Address
- OK to Send Text MessagesRequired
- OK to Send Emails
- Birthdate
- Custom Fields
- Notes
- Target Date (Local)
- Target Date (UTC)
- Campaign on "Yes"
- Campaign on "No"
- Group on "Yes"
- Group on "No"
- Tag on "Yes"
- Tag on "No"
- Phone Number Was
- External Reference ID
- ActiveProspect: Token
- ActiveProspect: Certificate URL
- ActiveProspect: Ping URL
Action
Write

Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write
- Invoice NumberRequired
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write
- Tag
Trigger
Instant
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Changed Contact
Triggers when a Contact is changed in Chiirp. Use the phone number to match existing Contacts.
Trigger
Instant
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About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.

Learn more

Related categories

Contact Management

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

PRODUCTS

CAPABILITIES

By team

Chiirp + The Customer Factor

Create or update Chiirp contacts when new estimates are accepted in The Customer Factor

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Estimate Number

Date

Tax Percent

Tax Amount

Discount Percent

Discount Amount

Type

Fullname

Company Name

First Name

Last Name

Address

Address 2

City

State

Zipcode

Email

Phone

Cellphone

Job Type

Quantity

Unit Price

Amount

Tax Percent

Exclude From Discount

Service Date

Description

Tax Amount

Assigned To

Additional Details

Subtotal

Invoice Total

Source

Create Payment

TCF Invoice Number

Payment Date

Amount

Payment Mode

Source

Source Invoice Number

Source Payment Reference

New Contact

Tag Removed From a Contact

Tag

Create or Update Contact

First Name

Last Name

Full Name

Address Line #1

Address Line #2

City

State

Zip/Postal Code

Phone Number

Alternate Phone Number

Email Address

OK to Send Emails

Birthdate

Custom Fields

Notes

Target Date (Local)

Target Date (UTC)

Campaign on "Yes"

Campaign on "No"

Group on "Yes"

Group on "No"

Tag on "Yes"

Tag on "No"