The Customer Factor + Xero
Create or update Xero contacts from new The Customer Factor customers
When a new customer is added in The Customer Factor, this workflow helps you keep your records updated by reflecting the same in Xero. It enables seamless management of your contacts in Xero, reducing the need for manual updates and ensuring that all the information in Xero is up-to-date. This automation thus aids in streamlining your customer management efforts, allowing you to focus more on customer service and less on paperwork.
When a new customer is added in The Customer Factor, this workflow helps you keep your records updated by reflecting the same in Xero. It enables seamless management of your contacts in Xero, reducing the need for manual updates and ensuring that all the information in Xero is up-to-date. This automation thus aids in streamlining your customer management efforts, allowing you to focus more on customer service and less on paperwork.
- When this happens...New Customer
Triggers when a new customer is added to The Customer Factor.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
