Create integrations between ZenDirect and The Customer Factor to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
First NameRequired
Last NameRequired
StreetRequired
CityRequired
StateRequired
Postal CodeRequired
CountryRequired
Company
Title
Street 2
Email
Mobile Phone
Birthdate
Spouse Name
Spouse Birthdate
Anniversary
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Message
Contact Group
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 It
ZenDirect ProjectsRequired
Ship MethodRequired
ZenDirect Gifts
Scheduled Date
ZenDirect Contact ID
Recipient First Name
Recipient Last Name
Recipient Company
Recipient Title
Recipient Street
Recipient Street 2
Recipient City
Recipient State
Recipient Postal Code
Recipient Country
Recipient Email
Recipient Mobile Phone
Sender First Name
Sender Last Name
Sender Company
Sender Title
Sender Street
Sender Street2
Sender City
Sender State
Sender PostalCode
Sender Country
Custom Variable 1
Custom Variable 2
Custom Variable 3
Custom Variable 4
Custom Variable 5
Custom Variable 6
Custom Variable 7
Custom Variable 8
Custom Variable 9
Custom Variable 10
Message
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 It