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CustomerX Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

Put CustomerX to work with AI and enterprise-grade automation

Automate smarter with CustomerX and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Integrate Wix with CustomerXIntegrate Wix with CustomerX
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Integrate Gmail with CustomerXIntegrate Gmail with CustomerX
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Integrate Google Ads with CustomerXIntegrate Google Ads with CustomerX
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Email Newsletters
Integrate Facebook Lead Ads with CustomerXIntegrate Facebook Lead Ads with CustomerX
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Ads & Conversion, Facebook
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CustomGPT.ai
AI Agents

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

  • Create or update CustomerX contacts from new rows in Microsoft Excel

    Details
    Try it
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

  • Create trackings in CustomerX for new or updated rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX

  • Create contract additives in CustomerX from new or updated rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX

  • Create contract additives in CustomerX from new rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX

  • Create financials in CustomerX for every new row in Microsoft Excel

    Details
    Try it
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

  • Update CustomerX financials when new rows are added in Microsoft Excel

    Details
    Try it
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

  • Create or update CustomerX contacts from new rows in Microsoft Excel

    Details
    Try it
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

  • Create trackings in CustomerX for new or updated rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX

  • Create contract additives in CustomerX from new or updated rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX

  • Create contract additives in CustomerX from new rows in Google Sheets

    Details
    Try it
    • Google Sheets logo
    • CustomerX logo
    Google Sheets + CustomerX

  • Create financials in CustomerX for every new row in Microsoft Excel

    Details
    Try it
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

  • Update CustomerX financials when new rows are added in Microsoft Excel

    Details
    Try it
    • Microsoft Excel logo
    • CustomerX logo
    Microsoft Excel + CustomerX

      • 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.

        • External Id Contract
          Required
        • Reason of Cancellation
          Required
        Action
        Write
        • External Id Client
          Required
        • Description
          Required
        • Start Date
          Required
        • Final Date
        • Contract Value
          Required
        • Date Sale
          Required
        • Contract Plan ID
        • External Id Contract Plan
        • Renew In Days
        • Seller
        • Setup Value
        Action
        Write
        • External Id
        • External Id Client
          Required
        • Identifier
          Required
        • Description
          Required
        • Date issue
          Required
        • Date due
          Required
        • Value
          Required
        • Status
          Required
        • Date payment
        • Discont Paid
        • Amount paid
        Action
        Write
        • External Id
          Required
        • External ID Ticket
          Required
        • Title
          Required
        • Description
          Required
        • Type Activity
          Required
        • Date Registration
          Required
        • Status
          Required
        Action
        Write
        • External Id Client
        • Company Name
          Required
        • Date Register
          Required
        • E-mail
        • Trading Name
        • CNPJ/CPF
        • City
        • State
        • CEP
        • Country
        • Street
        • District
        • Number
        • Segment
        • Service
        • Group
        • Tag Names
        Action
        Write
        • Id External of Contract
          Required
        • Description of Additive
          Required
        • Date Initial of Additive
          Required
        • Date Sale of Additive
          Required
        • Value of Additive
          Required
        • Type Additive
          Required
        • Date final of Additive
        • Note of Additive
        • Id External of Additive
        • Number of Users of Additve
        • Value per Users of Additve
        • Contract Plan Id
        • Renew in Days
        Action
        Write
        • Note
          Required
        • Date Response
          Required
        • Date Send
          Required
        • Email User
          Required
        • Observation
        Action
        Write
        • Name
          Required
        • Email
          Required
        • Type of Contact
          Required
        • Id External of Client
        • CNPJ/CPF
        • Birthday
        Action
        Write

      For builders

      Let your AI safely access CustomerX

      Go beyond Zap workflows. Install Zapier in your AI to call CustomerX actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in CustomerX from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Cancellation Contract
      • Create Client

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose CustomerX actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a CustomerX connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "customerx-tracking", owner: "me" });

await zapier.runAction({
  app: 'customerx-tracking',
  action: 'cancellation_contract',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      CustomerX Help & Support

      Common questions

      Connect Your App Accounts to Zapier

      Manage Your App Connections

      Use the Power of AI to Generate Zaps (Beta)

      What Should I Do in Zapier If I Change an App Account Password

      customerx-tracking logo
      customerx-tracking logo
      About CustomerX
      CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
      HelpHelp
      Related categories
      CRM (Customer Relationship Management)
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