SendJim + The Customer Factor

Add new The Customer Factor customers as SendJim contacts

With current integrations between The Customer Factor and SendJim, new contacts cannot be added into SendJim until a mailer has been sent to that address. This integration adds new The Customer Factor customers as SendJim contacts to keep accounts up-to-date without sending a mailing to a new client before a job has been completed.

When this happens...
New Customer
Triggers when a new customer is added to The Customer Factor.
TriggerInstant
automatically do this!
Create Contact
Create a contact in SendJim
ActionWrite

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Supported triggers and actions

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.
Trigger
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
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
- Notes
- Images
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
- 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
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Tags
Action
Write
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- TemplateRequired
- Tags
Action
Write

Estimate Declined
Triggered when an estimate is declined in The Customer Factor
Trigger
Instant
Try It
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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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
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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
- 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
- TimingRequired
- Templates
Trigger
Instant
Try It
- First Name
- Last Name
- Address Line 1Required
- Address Line 2
- CityRequired
- StateRequired
- Postal CodeRequired
- Phone Number
- Email
- Number of neighbors to mailRequired
- Same street onlyRequired
- TemplateRequired
- Tags
Action
Write

About SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.

Learn more

Related categories

Marketing

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

Learn more

Related categories

Databases

SendJim + The Customer Factor

Add new The Customer Factor customers as SendJim contacts

Supported triggers and actions

Estimate Accepted

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

Create Contact

Choose Template

Estimate Declined

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

Recipient Scans QR Code From SendJim Mailing

Send Neighbor Mailing

About SendJim

Related categories

About The Customer Factor

Related categories