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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Schedule by Zapier with CustomerX - no code necessary. See how you can get setup in minutes.

Select a trigger from Schedule by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Schedule by Zapier, a trigger could be "Custom Frequency."
A trigger is the event that kicks off your automated workflow.

Setup an action from CustomerX

An action is what takes place after the automation is triggered. For example, with CustomerX, the action could be "Cancellation Contract."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Schedule by Zapier to CustomerX

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Schedule by Zapier to CustomerX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Schedule by Zapier and CustomerX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Frequency Type
      Required
    • Interval
    • Start Date
      Required
    • Time of Day
      Required
    Trigger
    Instant
    Try It
    • Time Offset
    • Trigger on weekends?
    Trigger
    Instant
    Try It
    • Day of the Week
      Required
    • Time of Day
      Required
    Trigger
    Instant
    Try It
    • 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
    • Time of Day
      Required
    • Trigger on weekends?
    Trigger
    Instant
    Try It
    • Day of the Month
      Required
    • Time of Day
      Required
    Trigger
    Instant
    Try It
    • External Id Contract
      Required
    • Reason of Cancellation
      Required
    Action
    Write
    • External Id Client
    • 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

Learn how to automate Schedule by Zapier on the Zapier blog

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schedule logo
About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Learn moreHelp
Related categories
  • Scheduling & Booking
  • Zapier
customerx-tracking logo
customerx-tracking logo
About CustomerX
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Related categories
  • CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
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    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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