Connect The Customer Factor to Birdeye and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Create your first workflow

Quickly connect The Customer Factor to Birdeye with a Zapier template.

Our most popular template

Create new Birdeye customers when jobs are completed in The Customer Factor
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Birdeye + The Customer Factor

Create new Birdeye customers when jobs are completed in The Customer Factor

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Birdeye + The Customer Factor

How Zapier works

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

Select a trigger from The Customer Factor

A trigger is an event that starts your Zap and runs the workflow. For example, with The Customer Factor, a trigger could be "Estimate Accepted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Birdeye

An action is what takes place after the automation is triggered. For example, with Birdeye, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected The Customer Factor to Birdeye

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect The Customer Factor and Birdeye 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.

An illustration representing how to automate lead management with Zapier.

Connect The Customer Factor and Birdeye to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
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Job Completed
Triggers when a job is marked as completed in The Customer Factor.
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New Estimate
Triggered when a new estimate is scheduled in The Customer Factor
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New Job
Triggered when a new job is scheduled in The Customer Factor
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New Prospect
Triggers when you add a new prospect in The Customer Factor.
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Recurring Job Canceled
Triggered when a recurring job is canceled in The Customer Factor
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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 App Name
Action
Write

- TCF Invoice Number
- Payment Date
- Amount
- Payment Mode
- Source App Name
- Source Invoice Number
- Source Payment Reference
Action
Write
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business Number
  Required
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- Business Number
  Required
Trigger
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- Business Number
  Required
Trigger
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- Business Id
  Required
- First Name
  Required
- Last Name
- Customer Email
- 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 Number
  Required
- Customer Id
  Required
Action
Write
- Business Number
  Required
- Appointment Id
  Required
- Action
- Start Time
  Required
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source App Name
- Timezone
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.
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Instant
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New Payment
Triggers when an invoice is paid in The Customer Factor.
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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 App Name
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 Refund
Triggers when a new refund is created in birdeye
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New Invoice
Triggers when a new invoice is created in birdeye
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Instant
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New Payment
Triggers when a new payment is created in birdeye
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
- Phone
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- 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 App Name
- Timezone
- Action
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Total Amount
  Required
- 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 User
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
Action
Write

About The Customer Factor

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

Help

Related categories

Databases

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.

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Reviews

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Connect The Customer Factor to Birdeye and automate any workflow

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

Create your first workflow

Create new Birdeye customers when jobs are completed in The Customer Factor

Create new Birdeye customers when jobs are completed in The Customer Factor

How Zapier works

Select a trigger from The Customer Factor

Setup an action from Birdeye

That’s it! You just connected The Customer Factor to Birdeye

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

Automate your lead management and improve conversions

Connect The Customer Factor and Birdeye to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier