Connect Jills Office to The Customer Factor and automate any workflow
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Quickly connect Jills Office to The Customer Factor with a Zapier template.
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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.
- New Action Item
Triggers when a new action item is created.
Try It - First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
- More information
- SourceRequired
- Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try It - New Customer
Triggers when a new customer is added to The Customer Factor.
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- New Contact
Triggers when a new contact is created.
Try It - Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try It - Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Try It - New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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