Cognito Forms + The Customer Factor
Create new entries in Cognito Forms for each new customer in The Customer Factor
With this easy-to-use workflow, each time you add a New Customer in The Customer Factor, that same New Customer information is seamlessly created as an Entry in Cognito Forms. By eliminating the need for redundant data input, this process ensures flawless accuracy of information across both platforms. It not only frees you from tedious administrative tasks, but also allows you to focus more on nurturing new customer relationships.
With this easy-to-use workflow, each time you add a New Customer in The Customer Factor, that same New Customer information is seamlessly created as an Entry in Cognito Forms. By eliminating the need for redundant data input, this process ensures flawless accuracy of information across both platforms. It not only frees you from tedious administrative tasks, but also allows you to focus more on nurturing new customer relationships.
- When this happens...New Customer
Triggers when a new customer is added to The Customer Factor.
- automatically do this!Create Entry
Creates a new entry.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
