Clulo + The Customer Factor

Clulo + The Customer Factor integrations

Create new The Customer Factor customers from new Clulo customers

This workflow initiates when a new customer signs up in the Clulo app and uses this information to seamlessly create an updated client profile within The Customer Factor app. This automation can help streamline your customer onboarding process, saving time on manual data entry and ensuring that your customer profiles are always up to date. With this seamless system in place, you can focus on delivering excellent service to your new clients.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create CustomerThis action will create a customer in The Customer Factor
ActionWrite

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More things you can do with Clulo and The Customer Factor

Discover other triggers and actions you can use with Clulo and The Customer Factor

Mark Invoice Paid
Triggers when an invoice is marked paid.
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New Customer
Triggers when a new customer is created.
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Instant
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New Lead
Triggers when a new lead is created.
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Instant
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New Quote
Triggers when a new quote is created.
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Instant
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New Worker
Triggers when a new worker is created.
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Instant
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Update Lead
Triggers when a lead is updated.
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Instant
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Add Customer
Add a customer
Action
Write

Create Order
Create a Order
Action
Write
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Instant
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Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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New Customer
Triggers when a new customer is added to The Customer Factor.
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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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 Number
  Required
- 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

New Booking
Triggers when a new job is booked.
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New Invoice
Triggers when a new invoice is created.
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New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
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New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
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Update Quote
Triggers when a quote is move to an accepted, won or denied state.
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Update Booking
Triggers when a booking is updated.
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Add Lead
Add a Lead
Action
Write
New Worker
Create a worker
Action
Write
Estimate Declined
Triggered when an estimate is declined in The Customer Factor
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Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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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

About Clulo

Clulo is a software that runs your business for you

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Related categories

Scheduling & Booking

About The Customer Factor

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

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Related categories

Databases