Integrate Schedule by Zapier with CustomerX to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Schedule by Zapier with CustomerX - no code necessary. See how you can get setup in minutes.

Select a trigger from Schedule by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Schedule by Zapier, a trigger could be "Custom Frequency."

A trigger is the event that kicks off your automated workflow.

Setup an action from CustomerX

An action is what takes place after the automation is triggered. For example, with CustomerX, the action could be "Cancellation Contract."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Schedule by Zapier to CustomerX

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Schedule by Zapier to CustomerX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Schedule by Zapier and CustomerX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Schedule by Zapier and CustomerX to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Frequency Type
  Required
- Interval
- Start Date
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Week
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- External Id Client
- Company Name
  Required
- Date Register
  Required
- E-mail
- Trading Name
- CNPJ/CPF
- City
- State
- CEP
- Country
- Street
- District
- Number
- Segment
- Service
- Group
- Tag Names
Action
Write
- External Id Contract
  Required
- Description
  Required
- Date Initial of Additive
  Required
- Date Sale
  Required
- Value of Additive
  Required
- Type Additive
  Required
- Date final of Additive
- Note of Additive
- Id External of Additive
- Number of Users of Additve
- Value per Users of Additve
- Contract Plan ID
- Renew In Days
Action
Write

- Note
  Required
- Date Response
  Required
- Date Send
  Required
- Email User
  Required
- Note of Additive
Action
Write
- Name
  Required
- E-mail
- Type of Contact
  Required
- External Id Client
- CNPJ/CPF
- Birthday
Action
Write

- External Id
  Required
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id
- External Id Client
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write

- Time of Day
  Required
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the Month
  Required
- Time of Day
  Required
Trigger
Instant
Try It
- External Id Contract
  Required
- Reason of Cancellation
  Required
Action
Write
- External Id Client
- Description
  Required
- Start Date
  Required
- Final Date
- Contract Value
  Required
- Date Sale
  Required
- Contract Plan ID
- External Id Contract Plan
- Renew In Days
- Seller
- Setup Value
Action
Write
- External Id
- External Id Client
- Identifier
  Required
- Description
  Required
- Date issue
  Required
- Date due
  Required
- Value
  Required
- Status
  Required
- Date payment
- Discont Paid
- Amount paid
Action
Write
- External Id
  Required
- External ID Ticket
  Required
- Title
  Required
- Description
  Required
- Type Activity
  Required
- Date Registration
  Required
- Status
  Required
Action
Write
- External Id
  Required
- E-mail
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write
- External Id Client
- Type of Tracking
  Required
- Identifier
  Required
- E-mail
- Date Tracking
- Amount
- Total fixed amount per day
- Total fixed amount per tracking
Action
Write
- External Id
  Required
- External Id Client
- External Id Contact
- Title
  Required
- Description
  Required
- Type Ticket
  Required
- Date Opening
  Required
- Status
  Required
- Priority
- Name of Attendant
- Email Of Attendant
- Date Reopening
- Date Closing
- Date Finalized
Action
Write

Learn how to automate Schedule by Zapier on the Zapier blog

Learn how to automate CustomerX on the Zapier blog

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more Help

Related categories

About CustomerX

CustomerX is a customer success platform that helps you manage engagement and relationships with your customers