Chiirp + The Customer Factor

Create or update Chiirp contacts when jobs are completed in The Customer Factor

When a job is completed in The Customer Factor, use this streamlined workflow to keep track of your customer base in the Chiirp app. This process ensures a contact in Chiirp is created or updated accordingly, maintaining an accurate and up-to-date database of your customer interactions. Harness this tool to eliminate manual data entries and keep your focus on delivering quality service.

When this happens...
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
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 Contact
Triggers when a new Contact is created in Chiirp.
Trigger
Instant
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- Tag
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Address Line #1
- Address Line #2
- City
- State
- Zip/Postal Code
- Phone Number
- Alternate Phone Number
- Email Address
- OK to Send Text MessagesRequired
- OK to Send Emails
- Birthdate
- Custom Fields
- Notes
- Target Date (Local)
- Target Date (UTC)
- Campaign on "Yes"
- Campaign on "No"
- Group on "Yes"
- Group on "No"
- Tag on "Yes"
- Tag on "No"
- Phone Number Was
- External Reference ID
- ActiveProspect: Token
- ActiveProspect: Certificate URL
- ActiveProspect: Ping URL
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 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
- Tag
Trigger
Instant
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Changed Contact
Triggers when a Contact is changed in Chiirp. Use the phone number to match existing Contacts.
Trigger
Instant
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About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.

Learn more

Related categories

Contact Management

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

Related Zap Templates

Create or update Chiirp contacts when new estimates are accepted in The Customer Factor

Create or update Chiirp contacts when new jobs are added in The Customer Factor

Chiirp + The Customer Factor

Create or update Chiirp contacts when jobs are completed in The Customer Factor

Supported triggers and actions

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

New Contact

Tag Removed From a Contact

Create or Update Contact

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

New Tag Applied to Contact

Changed Contact

About Chiirp

Related categories

About The Customer Factor

Related categories

Related Zap Templates

Related Zap Templates