fieldd + The Customer Factor

Create new The Customer Factor customers from new fieldd customers

This workflow initiates when a new customer signs up in the fieldd app and uses this information to seamlessly create an updated client profile within The Customer Factor app. This automation can help streamline your customer onboarding process, saving time on manual data entry and ensuring that your customer profiles are always up to date. With this seamless system in place, you can focus on delivering excellent service to your new clients.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Customer
This action will create a customer in The Customer Factor
ActionWrite

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Supported triggers and actions

Mark Invoice Paid
Triggers when an invoice is marked paid.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Worker
Triggers when a new worker is created.
Trigger
Instant
Try It

Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
Add Customer
Add a customer in fieldd
Action
Write

Create Order
Create a Order in fieldd
Action
Write
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
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New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
Try It
New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
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
Trigger
Instant
Try It
- 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 NumberRequired
- 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

New Booking
Triggers when a new job is booked.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Trigger
Instant
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New Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Trigger
Instant
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Update Quote
Triggers when a quote is move to an accepted, won or denied state.
Trigger
Instant
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Update Booking
Triggers when a booking is updated.
Trigger
Instant
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Add Lead
Add a Lead in fieldd
Action
Write
New Worker
Create a worker in fieldd
Action
Write
Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Trigger
Instant
Try It
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It
New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
Try It
New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
Try It
Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
Try It
- 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

About fieldd

Fieldd enables companies to take control of their operations with our leading field service management software.

Related categories

Scheduling & Booking

About The Customer Factor

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

Learn more

Related categories

Databases

fieldd + The Customer Factor

Create new The Customer Factor customers from new fieldd customers

Supported triggers and actions

Mark Invoice Paid

New Customer

New Lead

New Quote

New Worker

Update Lead

Add Customer

Create Order

Estimate Accepted

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

New Booking

New Invoice

New Payment

New Sales Receipt

Update Quote

Update Booking

Add Lead

New Worker

Estimate Declined

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

About fieldd

Related categories

About The Customer Factor

Related categories