Incentivefox + The Customer Factor

Update Incentivefox loyalties for every new The Customer Factor payment

Automate your loyalty rewards system with this efficient workflow. When a new payment is processed in The Customer Factor app, it instantly triggers a Loyalty action in the Incentivefox app. This integration streamlines your rewards process, ensuring your customers are promptly acknowledged for their purchases and fostering strong customer relationships. It's a seamless way to enhance customer loyalty and engagement.

When this happens...
New Payment
Triggers when an invoice is paid in The Customer Factor.
TriggerInstant
automatically do this!
Loyalty
Create a Loyalty Point in the system
ActionWrite

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Supported triggers and actions

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
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New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
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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
New Referral
Triggers when someone submits a new referral.
Trigger
Instant
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- Referrer First NameRequired
- Referrer Last NameRequired
- Referrer Email
- Referrer Phone Number
- Referee First NameRequired
- Referee Last NameRequired
- Referee Email Address
- Referee Phone Number
- Referee AddressLine1
- Referee AddressLine2
- Referee City
- Referee State
- Referee Zip Code
- Referrer AddressLine1
- Referrer AddressLine2
- Referrer City
- Referrer State
- Referrer ZipCode
- Source Key
- Salesperson Email
- External Id
- Referral Date
- Notes
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
Instant
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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
Try It
New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
Instant
Try It
- 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 NumberRequired
- 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
- DateRequired
- First Name
- Last Name
- AmountRequired
- Phone NumberRequired
- Email Address
- Payment Id
- Full Name
Action
Write
- Referee Unique IdRequired
- Comments
- Salesperson Email Address
- Sales Price
- Reward Amount
Action
Write

About Incentivefox

Incentivefox is the Referral and Rewarding Platform.

Related categories

IT Operations

About The Customer Factor

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

Learn more

Related categories

Databases

Incentivefox + The Customer Factor

Update Incentivefox loyalties for every new The Customer Factor payment

Supported triggers and actions

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

New Referral

Referral

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

Loyalty

Referral Reward

About Incentivefox

Related categories

About The Customer Factor

Related categories