Incentivefox + The Customer Factor

Incentivefox + The Customer Factor integrations

Update Incentivefox loyalties for every new The Customer Factor payment

Automate your loyalty rewards system with this efficient workflow. When a new payment is processed in The Customer Factor app, it instantly triggers a Loyalty action in the Incentivefox app. This integration streamlines your rewards process, ensuring your customers are promptly acknowledged for their purchases and fostering strong customer relationships. It's a seamless way to enhance customer loyalty and engagement.

When this happens...
New PaymentTriggers when an invoice is paid in The Customer Factor.
TriggerInstant
automatically do this!
LoyaltyCreate a Loyalty Point in the system
ActionWrite

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More things you can do with The Customer Factor and Incentivefox

Discover other triggers and actions you can use with The Customer Factor and Incentivefox

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
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.
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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
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
- 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
- Date
  Required
- First Name
- Last Name
- Amount
  Required
- Phone Number
  Required
- Email Address
- Payment Id
- Full Name
Action
Write
- Referee Unique Id
  Required
- Comments
- Salesperson Email Address
- Sales Price
- Reward Amount
Action
Write

Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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Instant
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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
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
- 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
New Referral
Triggers when someone submits a new referral.
Trigger
Instant
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- Referrer First Name
  Required
- Referrer Last Name
  Required
- Referrer Email
- Referrer Phone Number
- Referee First Name
  Required
- Referee Last Name
  Required
- Referee Email Address
- Referee Phone Number
- Referee AddressLine1
- Referee AddressLine2
- Referee City
- Referee State
- Referee Zip Code
- Referrer AddressLine1
- Referrer AddressLine2
- Referrer City
- Referrer State
- Referrer ZipCode
- Source Key
- Salesperson Email
- External Id
- Referral Date
- Notes
Action
Write

About Incentivefox

Incentivefox is the Referral and Rewarding Platform.

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Related categories

IT Operations

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