FormKeep + The Customer Factor Integrations

How to connect FormKeep + The Customer Factor

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Choose a Trigger

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Choose an Action

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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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
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New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
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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
  Specify tax percent for each job only if the tax percent for each job is different
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- Additional Details
- Subtotal
- Invoice Total
- Source
Action
Write

- TCF Invoice Number
  The Customer Factor Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source
- Source Invoice Number
- Source Payment Reference
Action
Write

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
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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
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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
  Enter the custom field name in the first box and the value in the second box.
- Notes
- Images
  Give the image path as url
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
  Specify tax percent for each job only if the tax percent for each job is different
- Exclude From Discount
- Service Date
- Description
- Tax Amount
- 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
  Enter the custom field name in the first box and the value in the second box.
- Email 2
- Email 3
- Phone 2
- Cellphone 2
- Fax
- Notes
- Images
  Image path should be a url
Action
Write

How FormKeep + The Customer Factor Integrations Work

Step 1: Authenticate FormKeep and The Customer Factor.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect FormKeep + The Customer Factor

About FormKeep

Form endpoints for designers and developers. You control the form look and feel, and FormKeep handles the data.

Learn more

Related categories

Forms & Surveys

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About The Customer Factor

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

Related categories

Databases

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FormKeep + The Customer Factor Integrations

How to connect FormKeep + The Customer Factor

Connect your apps and automate workflows

New Submission

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

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

Additional Details

Subtotal

Invoice Total

Source

Create Payment

TCF Invoice Number

Payment Date

Amount

Payment Mode

Source

Source Invoice Number

Source Payment Reference

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

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

Create Job or Invoice

Invoice NumberRequired

Invoice Date