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Integrate CustomerX with Schedule by Zapier to automate your work

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Schedule by ZapierSchedule by Zapier
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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 CustomerX with Schedule by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from CustomerX

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from Schedule by Zapier

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

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

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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93%

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 CustomerX to Schedule by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect CustomerX and Schedule by Zapier 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.

Connect CustomerX and Schedule by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

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
    • 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
    • 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
    • External Id Contract
      Required
    • Description
      Required
    • Date Initial of Additive
      Required
    • Date Sale
      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
    • Note of Additive
    Action
    Write
    • Name
      Required
    • E-mail
    • Type of Contact
      Required
    • External Id Client
    • CNPJ/CPF
    • Birthday
    Action
    Write

Learn how to automate CustomerX on the Zapier blog

Learn how to automate Schedule by Zapier on the Zapier blog

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
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
    schedule logo
    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

    Connect CustomerX to Schedule by Zapier on the world's largest no-code automation platform

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