The Customer Factor + Webhooks by Zapier + Email by Zapier Integrations

How to connect The Customer Factor + Webhooks by Zapier + Email by Zapier

Zapier lets you send info between The Customer Factor and Webhooks by Zapier and Email by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with The Customer Factor + Webhooks by Zapier + Email by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with The Customer Factor, Webhooks by Zapier, and Email by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Scheduled
Try It
- Pick off a Child Key
Trigger
Instant
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- URLRequired
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
- Setup Directions
Trigger
Instant
Try It

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
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
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
Action
Write
- URLRequired
- Payload Type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write
- Email AddressRequired
Trigger
Instant
Try It
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

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How The Customer Factor + Webhooks by Zapier + Email by Zapier Integrations Work

Step 1: Authenticate The Customer Factor, Webhooks by Zapier, and Email by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect The Customer Factor + Webhooks by Zapier + Email by Zapier

About The Customer Factor

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

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Related categories

Databases

About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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Related categories

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more Help

The Customer Factor + Webhooks by Zapier + Email by Zapier Integrations

How to connect The Customer Factor + Webhooks by Zapier + Email by Zapier

Do even more with The Customer Factor + Webhooks by Zapier + Email by Zapier

Estimate Accepted

Job Completed

New Estimate

New Job

New Prospect

Recurring Job Canceled

Create Estimate

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

Create Payment

TCF Invoice Number

Payment Date

Amount

Payment Mode

Source

Source Invoice Number

Source Payment Reference

Retrieve Poll

Key

Deduplication Key

Xpath

Basic Auth

Headers

Catch Hook

Pick off a Child Key

GET

Query String Params

Send As JSON

JSON key

Unflatten

Basic Auth

Headers

PUT

Payload Type

Data

Wrap Request In Array

File

Unflatten

Basic Auth

Headers

New Read Receipt

Setup Directions

Estimate Emailed

New Customer

New Invoice

New Payment