Email by Zapier + The Customer Factor

Email by Zapier + The Customer Factor integrations

Send outbound email with Email by Zapier when new estimates are created in The Customer Factor

When a new estimate is created in The Customer Factor app, this workflow promptly sends an outbound email through the Email by Zapier app. It allows you to save time, maintain communication, and promptly keep your customers updated about their estimates, streamlining your customer service process. Utilising the same terms as the applications to ensure a consistent experience, it's a seamless way to simplify your operations.

When this happens...
New EstimateTriggered when a new estimate is scheduled in The Customer Factor
TriggerInstant
automatically do this!
Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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More things you can do with The Customer Factor and Email by Zapier

Discover other triggers and actions you can use with The Customer Factor and Email by Zapier

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
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Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
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New Invoice
Triggers when new invoice is created in The Customer Factor.
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Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
Trigger
Instant
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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Instant
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- Company Name
- First Name
- Last Name
- Email
- Email 2
- Email 3
- Fax
- Phone
- Phone 2
- Cellphone
- Cellphone 2
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Notes
- Images
Action
Write

- Invoice Number
  Required
- Invoice Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- Company Name
- First Name
- Last Name
- Email
- Phone
- Cellphone
- Address
- Address 2
- City
- State
- Zipcode
- Marketing Source
- Source App Name
- Custom Fields
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
Action
Write
- Setup Directions
Trigger
Instant
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Estimate Declined
Triggered when an estimate is declined in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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- Estimate Number
- Date
- Tax Percent
- Tax Amount
- Discount Percent
- Discount Amount
- Type
- Fullname
- Company Name
- First Name
- Last Name
- Address
- Address 2
- City
- State
- Zipcode
- Email
- Phone
- Cellphone
- Job Type
- Quantity
- Unit Price
- Amount
- Tax Percent
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Assigned To
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write
- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write
- Account_wide_copy
- Email address type
Trigger
Instant
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

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Related categories

Databases

Related Zap Templates

Send outbound emails in Email by Zapier for new jobs in The Customer Factor

Related Zap Templates

Send outbound emails in Email by Zapier for new jobs in The Customer Factor