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SkipCalls + The Customer Factor

SkipCalls + The Customer Factor integrations

Create new customers in The Customer Factor from completed calls in SkipCalls

Keep track of incoming calls and maintain efficient customer management with this workflow. When a call is completed in SkipCalls, it will immediately create a new customer profile in The Customer Factor. This automation ensures all your call data is systematically documented in your customer management tool, so you can swiftly respond to client needs and enquiries.

When this happens...
Incoming Call CompletedTriggers when your AI receptionist finishes handling an inbound call. Delivered in real time. Includes caller info, transcript summary, and any data the agent collected.
TriggerInstant
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Create CustomerThis action will create a customer in The Customer Factor
ActionWrite

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More things you can do with SkipCalls and The Customer Factor

Discover other triggers and actions you can use with SkipCalls and The Customer Factor

Appointment Booked
Triggers when the AI agent successfully books an appointment on your calendar during a call. Includes guest info, time slot, calendar provider, and source call details — perfect for pushing bookings into CRMs or sending confirmation emails.
Trigger
Instant
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Outbound Call Failed
Triggers when an outbound call fails — no answer, busy, network error, rejected, or cancelled. Use to trigger retry logic or alert flows.
Trigger
Instant
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Estimate Sent
Triggers when an estimate goes out to the customer by text or email. Includes the estimate (total and line items in cents), the channel, the recipient, the message exactly as sent, and the job and customer details.
Trigger
Instant
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Job Created
Triggers when a call creates a job in SkipCalls Needs you: a callback, a question for you, or a message to send. Includes the job title, objective, urgency, due time, callback number, the customer, the call that created it, and a link to open the job.
Trigger
Instant
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SMS Delivery Failed
Triggers when an outbound SMS fails to deliver (carrier error, invalid number, blocked recipient, etc.). Use to alert on deliverability issues.
Trigger
Instant
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Outbound SMS Sent
Triggers when an SMS is successfully sent from one of your SkipCalls numbers — whether the agent generated it automatically or it was sent manually.
Trigger
Instant
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- SMS Conversation ID
  Required
- Message
  Required
Action
Write

- Customer Phone Number
- Conversation Status
Action
Search
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
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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
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
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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

Outbound Call Completed
Triggers when an AI-powered outbound call finishes. Delivered in real time via webhook. Includes summary, collected data, evaluation results, and recommended next action.
Trigger
Instant
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Estimate Ready
Triggers when SkipCalls calculates an estimate for a job: after the call, when you recalculate it, or when your prices change. Includes the total and line items (in cents), questions still to ask, the message drafted for the customer, and the job and customer details.
Trigger
Instant
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Incoming Call Completed
Triggers when your AI receptionist finishes handling an inbound call. Delivered in real time. Includes caller info, transcript summary, and any data the agent collected.
Trigger
Instant
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Job Status Changed
Triggers when a job in SkipCalls Needs you changes status: done, not needed, waiting on the customer, snoozed, back in Needs you, or expired. Includes the previous and new status, who changed it (your team, the assistant, or SkipCalls with the reason), the job and the customer.
Trigger
Instant
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New SMS Received
Triggers when an inbound SMS arrives at one of your SkipCalls numbers. Delivered in real time via webhook.
Trigger
Instant
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- AI Agent
- Phone Number
  Required
- Call Goal
  Required
- Time to Call
- Additional Context
- Max Call Duration (minutes)
- Share User Profile with Agent
- Timezone
Action
Write
- Caller Phone Number
- Call Status
Action
Search
- Call Status
- Phone Number
Action
Search
Estimate Declined
Triggered when an estimate is declined in The Customer Factor
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Instant
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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Instant
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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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Instant
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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
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

About SkipCalls

SkipCalls is a AI-powered phone system that handles calls and texts automatically with AI agents.

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Related categories

Phone & SMS

About The Customer Factor

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

HelpHelp

Related categories

Databases