Customer Fields + Proofer Integrations
How to connect Customer Fields + Proofer
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Customer Added to SegmentTriggers when a customer has been added to a new segment.Trigger- New Form SubmissionTriggers when a customer submits a form.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- Customer Event OccurredTriggers when a customer event happens.Trigger
- Updated CustomerTriggers when a customer is updated.Trigger
- Create CustomerCreate a new customer.Action
- Send Account InviteSend an email to a customer to activate their accountAction
- Update CustomerUpdate a customer by ID.Action
- Customer Fields
Find a customer by a field
Scheduled
Action
- Customer Fields
Find a customer in Customer Fields
Scheduled
Action
- Proofer
Triggers when a customer approves a proof.
Instant
Trigger
- Proofer
Triggers when a customer rejects a proof.
Instant
Trigger
- Proofer
Triggers when you send out a new revision in Proofer.
Instant
Trigger
- Proofer
Creates a new proof and automatically sends it to the customer based on the filename. This first part of the filename has to contain the order number, followed by an underscore (e.g. "#1024_proof_1.png").
Scheduled
Action
How Customer Fields + Proofer Integrations Work
- Step 1: Authenticate Customer Fields and Proofer.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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