The Customer Factor + WPForms

Create customers in The Customer Factor from new WPForms form entries

Effortlessly add new WPForms entries as customers in The Customer Factor with this streamlined workflow. Whenever a form is submitted on your WordPress site, the user's information will be sent directly to The Customer Factor to create a new customer, saving you time and ensuring accurate data entry. Focus on growing your customer base, knowing your contact records are always up-to-date.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Customer
This action will create a customer in The Customer Factor
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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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
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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
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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

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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.
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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

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

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Related categories

Similar apps

Related Zap Templates

Create prospects in The Customer Factor from new form entries in WPForms

Related Zap Templates

Create prospects in The Customer Factor from new form entries in WPForms

The Customer Factor + WPForms

Create customers in The Customer Factor from new WPForms form entries

New Form Entry

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

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Estimate Emailed

New Customer

New Invoice

New Payment

New Recurring Job

Create Customer

Company Name

First Name

Last Name

Email

Email 2

Email 3

Fax