The Customer Factor Integrations

Name: Zapier
Availability: InStock

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.

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Continue with Google

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Full audit trails and controls
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Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

Mailchimp

Marketing Automation

ClickUp

Project Management

Gravity Forms

Forms & Surveys, WordPress

MailerLite

Marketing Automation

monday.com

Project Management

LeadConnector

Marketing Automation

CompanyCam

Images & Design

CallRail

Call Tracking

Xero

Accounting

Mailchimp

Marketing Automation

ClickUp

Project Management

Gravity Forms

Forms & Surveys, WordPress

MailerLite

Marketing Automation

monday.com

Project Management

LeadConnector

Marketing Automation

Mailchimp

Marketing Automation

ClickUp

Project Management

Gravity Forms

Forms & Surveys, WordPress

MailerLite

Marketing Automation

monday.com

Project Management

LeadConnector

Marketing Automation

CompanyCam

Images & Design

CallRail

Call Tracking

Xero

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update contacts in Constant Contact for new customers in The Customer Factor
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The Customer Factor + Constant Contact
Add new The Customer Factor customers to your Google Ads contact list
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The Customer Factor + Google Ads
Create or update customers in The Customer Factor from new or updated persons in NiceJob
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NiceJob + The Customer Factor
Create prospects in The Customer Factor from new Squarespace Forms form submissions
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Squarespace Forms + The Customer Factor
Create prospects in The Customer Factor from new form entries in WPForms
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WPForms + The Customer Factor
Create prospects in The Customer Factor when new automation rules are triggered in Wix
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Wix + The Customer Factor

Create or update contacts in Constant Contact for new customers in The Customer Factor

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The Customer Factor + Constant Contact

Add new The Customer Factor customers to your Google Ads contact list

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The Customer Factor + Google Ads

Create or update customers in The Customer Factor from new or updated persons in NiceJob

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NiceJob + The Customer Factor

Create prospects in The Customer Factor from new Squarespace Forms form submissions

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Squarespace Forms + The Customer Factor

Create prospects in The Customer Factor from new form entries in WPForms

Details

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WPForms + The Customer Factor

Create prospects in The Customer Factor when new automation rules are triggered in Wix

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Wix + The Customer Factor

Add new The Customer Factor customers to NiceJob as persons

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The Customer Factor + NiceJob

Create or update Mailchimp subscribers for new prospects in The Customer Factor

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The Customer Factor + Mailchimp

Create or update Mailchimp subscribers for new customers in The Customer Factor

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The Customer Factor + Mailchimp

Create Xero sales invoices for new The Customer Factor invoices

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The Customer Factor + Xero

Create Xero payments for new payments in The Customer Factor

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The Customer Factor + Xero

Create The Customer Factor prospects for new subscribers in Mailchimp

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Mailchimp + The Customer Factor

Add new The Customer Factor customers to NiceJob as persons
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The Customer Factor + NiceJob
Create or update Mailchimp subscribers for new prospects in The Customer Factor
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The Customer Factor + Mailchimp
Create or update Mailchimp subscribers for new customers in The Customer Factor
Details
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The Customer Factor + Mailchimp
Create Xero sales invoices for new The Customer Factor invoices
Premium
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The Customer Factor + Xero
Create Xero payments for new payments in The Customer Factor
Premium
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The Customer Factor + Xero
Create The Customer Factor prospects for new subscribers in Mailchimp
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Mailchimp + The Customer Factor

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 Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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- 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

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
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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
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- 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 Number
  Required
- 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

The Customer Factor Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About The Customer Factor

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

Learn moreLearn moreHelpHelp

Related categories

Databases

The Customer Factor Integrations

Put The Customer Factor to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create prospects in The Customer Factor from new form entries in WPForms

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create prospects in The Customer Factor from new form entries in WPForms

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Add new The Customer Factor customers to NiceJob as persons

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create or update Mailchimp subscribers for new customers in The Customer Factor

Create Xero sales invoices for new The Customer Factor invoices

Create Xero payments for new payments in The Customer Factor

Create The Customer Factor prospects for new subscribers in Mailchimp

Add new The Customer Factor customers to NiceJob as persons

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create or update Mailchimp subscribers for new customers in The Customer Factor

Create Xero sales invoices for new The Customer Factor invoices

Create Xero payments for new payments in The Customer Factor

Create The Customer Factor prospects for new subscribers in Mailchimp

Supported triggers and actions

The Customer Factor Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular The Customer Factor Integrations

Popular The Customer Factor Integrations

The Customer Factor Integrations

Put The Customer Factor to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create prospects in The Customer Factor from new form entries in WPForms

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Create or update contacts in Constant Contact for new customers in The Customer Factor

Add new The Customer Factor customers to your Google Ads contact list

Create or update customers in The Customer Factor from new or updated persons in NiceJob

Create prospects in The Customer Factor from new Squarespace Forms form submissions

Create prospects in The Customer Factor from new form entries in WPForms

Create prospects in The Customer Factor when new automation rules are triggered in Wix

Add new The Customer Factor customers to NiceJob as persons

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create or update Mailchimp subscribers for new customers in The Customer Factor

Create Xero sales invoices for new The Customer Factor invoices

Create Xero payments for new payments in The Customer Factor

Create The Customer Factor prospects for new subscribers in Mailchimp

Add new The Customer Factor customers to NiceJob as persons

Create or update Mailchimp subscribers for new prospects in The Customer Factor

Create or update Mailchimp subscribers for new customers in The Customer Factor

Create Xero sales invoices for new The Customer Factor invoices

Create Xero payments for new payments in The Customer Factor

Create The Customer Factor prospects for new subscribers in Mailchimp

The Customer Factor Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular The Customer Factor Integrations

Popular The Customer Factor Integrations

Connect Your App Accounts to Zapier