The Customer Factor + Zapier Tables
Create new records in Zapier Tables for new payments in The Customer Factor
Streamline your data management by automating documentation of new payments within The Customer Factor app. With this workflow, every time there's a new payment in The Customer Factor, it will instantly create a record in Zapier Tables. This process ensures accurate and consistent recording of your financial transactions, freeing up your time and reducing manual entry errors.
Streamline your data management by automating documentation of new payments within The Customer Factor app. With this workflow, every time there's a new payment in The Customer Factor, it will instantly create a record in Zapier Tables. This process ensures accurate and consistent recording of your financial transactions, freeing up your time and reducing manual entry errors.
- When this happens...New Payment
Triggers when an invoice is paid in The Customer Factor.
- automatically do this!Create Record
Creates a new record on a table.
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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