Birdeye + Commusoft

Create new Birdeye customers from new Commusoft contacts

Easily streamline your customer management process with this workflow that connects Commusoft and Birdeye. When you add a new contact in Commusoft, it will automatically create a customer in Birdeye, keeping your customer database up-to-date and organized. Say goodbye to manual data entry and save time by using this seamless automation.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Proposal
Triggers when a new proposal is created.
Trigger
Instant
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New Work Address
Triggers when a new work address is created.
Trigger
Instant
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Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
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Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
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New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
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- Customer TypeRequired
- AddressLine1Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer IdRequired
Action
Write
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write

New Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
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Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Opportunity templateRequired
- SurnameRequired
- Name
- Addressline1Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer TypeRequired
- Addressline1Required
- Job DescriptionRequired
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
Try It
- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more

Related categories

Reviews

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Related categories

Scheduling & Booking

Birdeye + Commusoft

Create new Birdeye customers from new Commusoft contacts

New Customer

Job Closed

New Contact

New Job

New Proposal

New Work Address

Opportunity Cancelled

Opportunity Won

New Office Tasks

Create New Customer

Company Name

Company Landline

Company Email

Title

Email

Surname

Name

AddressLine2

AddressLine3

Town

County

Postcode

Landline

Mobile

Country code

Create New Work Address

Title

Name

Surname

Company Name

Addressline2

Addressline3

Postcode

Town

Country code

Mobile

Email

County

Landline

New Refund

New Invoice

New Payment

Create Appointment

Last Name

Date of Birth

Gender

Provider Id

Provider First Name

Provider Last Name

End Time

Appointment Type Id

Appointment Type

Duration

Reason To Visit

Notes

Guardian Id

Guardian First Name

Guardian Last Name

Guardian Dob

Guardian Gender

Guardian Email

Guardian Phone

Source

Timezone

Action

Create Invoice

First Name

Last Name

Email

Phone

Invoice Created Date

Invoice Number

Custom Fields

Tags

Invoice Due Date

Invoice Item Desc

Attachment URL

External Reference Id