Create integrations between Posh and The Customer Factor to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
DeliveryRequired
AccountRequired
Try ItFirst NameRequired
Last NameRequired
Title
Business
Phone NumberRequired
Extension
Phone Type
Email
Email Type
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try It
LocationRequired
Phone NumberRequired
RequestRequired
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try It