SoTellUs + The Customer Factor

"create SoTellUs review invites each time a new payment is processed in The Customer Factor"

Start capitalizing on each customer's payment experience instantly with this smart workflow. When a new payment is recorded in The Customer Factor, it automatically sends an invite to review via SoTellUs. This helps you gather client feedback promptly, giving you the opportunity to improve your services and build strong relationships - all while you focus on other important tasks.

When this happens...
New Payment
Triggers when an invoice is paid in The Customer Factor.
TriggerInstant
automatically do this!
Create Invite to Review
Create a new Invitation to Review
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Supported triggers and actions

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
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
Try It
New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
Try It
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
- 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
New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Trigger
Polling
Try It

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
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
- 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
Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Trigger
Polling
Try It
- First Name
- Last Name
- Mobile
- Country
- Email
- Type
- Is Test
- Reference ID
Action
Write

About SoTellUs

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

Learn more

Related categories

Reviews

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

Related Zap Templates

Create invites to review in SoTellUs when jobs are completed in The Customer Factor

Watch for new SoTellUs leads and create prospects in The Customer Factor

SoTellUs + The Customer Factor

"create SoTellUs review invites each time a new payment is processed in The Customer Factor"

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

New SoTellUs Review

Estimate Declined

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

Watch for New STU Leads

Create Invite to Review

About SoTellUs

Related categories

About The Customer Factor

Related categories

Related Zap Templates

Related Zap Templates