K Factors + The Customer Factor Integrations

Zapier lets you send info between K Factors and The Customer Factor automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?

- Widget id
  Choosing a widget will trigger on all new notifications on that widget.
Trigger
Scheduled
Try It
- Widget idRequired
- DataRequired
  Enter key-value pair (ex.: name: Joe Doe)
Action
Write
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
Try It
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
  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

- Widget idRequired
- From date
- To date
Action
Write
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
Try It
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
Try It
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
  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 to connect K Factors + The Customer Factor

Step 1: Authenticate K Factors 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 K Factors + The Customer Factor

About K Factors

Use K Factors to create notification widgets that convert.

Related categories

Ads & Conversion

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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K Factors + The Customer Factor Integrations

Connect your apps and automate workflows

New Notification

Widget id

Post Widget Data

Widget idRequired

DataRequired

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

Get Widget Data

Widget idRequired

From date

To date

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