Put The Customer Factor to work with AI and enterprise-grade automation
Automate smarter with The Customer Factor and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Join millions worldwide who automate their work using Zapier
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.
- Estimate AcceptedTriggered when an estimate is accepted in The Customer Factor Try ItTriggerInstant
- Estimate EmailedTriggered when an estimate is emailed in The Customer Factor Try ItTriggerInstant
- New CustomerTriggers when a new customer is added to The Customer Factor. Try ItTriggerInstant
- New InvoiceTriggers when new invoice is created in The Customer Factor. Try ItTriggerInstant
- Estimate DeclinedTriggered when an estimate is declined in The Customer Factor Try ItTriggerInstant
- Job CompletedTriggers when a job is marked as completed in The Customer Factor. Try ItTriggerInstant
- New EstimateTriggered when a new estimate is scheduled in The Customer Factor Try ItTriggerInstant
- New JobTriggered when a new job is scheduled in The Customer Factor Try ItTriggerInstant
































