Connect SoTellUs and The Customer Factor to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings SoTellUs and The Customer Factor together. Build enterprise-grade automation in minutes.

Our most popular template

Create invites to review in SoTellUs when jobs are completed in The Customer Factor
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The Customer Factor + SoTellUs
"create SoTellUs review invites each time a new payment is processed in The Customer Factor"
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The Customer Factor + SoTellUs
Watch for new SoTellUs leads and create prospects in The Customer Factor
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SoTellUs + The Customer Factor

Create invites to review in SoTellUs when jobs are completed in The Customer Factor

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The Customer Factor + SoTellUs

"create SoTellUs review invites each time a new payment is processed in The Customer Factor"

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The Customer Factor + SoTellUs

Watch for new SoTellUs leads and create prospects in The Customer Factor

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SoTellUs + The Customer Factor

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate SoTellUs with The Customer Factor - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Watch for New STU Leads" from SoTellUs.

Add your action

An action happens after the trigger—such as "Create Customer" in The Customer Factor.

You’re connected!

Zapier seamlessly connects SoTellUs and The Customer Factor, automating your workflow.

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.

Watch for New STU Leads
Triggers when a new lead is collected in your SoTellUs account.
Trigger
Polling
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- First Name
- Last Name
- Mobile
- Country
- Email
- Type
- Is Test
- Reference ID
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
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New Recurring Job
Triggered when a new recurring job is scheduled in The Customer Factor
Trigger
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

New SoTellUs Review
Triggers when a new SoTellUs Review is collected
Trigger
Polling
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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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect SoTellUs and The Customer Factor to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SoTellUs to The Customer Factor integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SoTellUs

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

Learn moreLearn moreHelpHelp

Related categories

Reviews

About The Customer Factor

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

Learn moreLearn moreHelpHelp

Related categories

Databases

Connect SoTellUs and The Customer Factor to power AI-driven automation

Launch your first automated workflow

Create invites to review in SoTellUs when jobs are completed in The Customer Factor

"create SoTellUs review invites each time a new payment is processed in The Customer Factor"

Watch for new SoTellUs leads and create prospects in The Customer Factor

Create invites to review in SoTellUs when jobs are completed in The Customer Factor

"create SoTellUs review invites each time a new payment is processed in The Customer Factor"

Watch for new SoTellUs leads and create prospects in The Customer Factor

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect SoTellUs and The Customer Factor to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect SoTellUs to The Customer Factor on the world's largest no-code automation platform