Jills Office + The Customer Factor

Create The Customer Factor customers from new action items in Jill's Office

When a new customer calls in, a contact form and action item will be filled out in the Jill's Office app and sent to your company with the information attached. Once that happens, this Zapier integration will automatically add new customers to The Customer Factor, keeping your systems effortlessly up-to-date.

When this happens...
New Action Item
Triggers when a new action item is created.
TriggerInstant
automatically do this!
Create Customer
This action will create a customer in The Customer Factor
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Action Item
Triggers when a new action item is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone NumberRequired
- SourceRequired
- More information
Action
Write
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to The Customer Factor.
Trigger
Instant
Try It
New Invoice
Triggers when new invoice is created in The Customer Factor.
Trigger
Instant
Try It

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

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Trigger
Instant
Try It
Job Completed
Triggers when a job is marked as completed in The Customer Factor.
Trigger
Instant
Try It
New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Trigger
Instant
Try It
New Job
Triggered when a new job is scheduled in The Customer Factor
Trigger
Instant
Try It
New Prospect
Triggers when you add a new prospect in The Customer Factor.
Trigger
Instant
Try It
Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
Trigger
Instant
Try It
- 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 Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

Related categories

CRM (Customer Relationship 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

Jills Office + The Customer Factor

Create The Customer Factor customers from new action items in Jill's Office

Supported triggers and actions

New Action Item

Create Lead Zap Calls

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Create Job or Invoice

Create Prospect

New Contact

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

Create Payment

About Jills Office

Related categories

About The Customer Factor

Related categories