The Customer Factor SoTellUs

The Customer Factor + SoTellUs Integrations, Built by an AI Agent

Put The Customer Factor + SoTellUs to work with AI and enterprise-grade automation

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See the kind of workflows teams build with The Customer Factor and SoTellUs below — describe the exact one you want above and the Agent builds it on demand.

The Customer Factor + SoTellUs When an estimate is emailed in The Customer Factor, trigger a feedback request in SoTellUs. See details
Request reviews from new customers When a deal is won in The Customer Factor, send a review request from SoTellUs. See details
Log reviews on contacts When a new review arrives in SoTellUs, update the contact in The Customer Factor. See details
Follow up on low ratings When a low-rated review is posted in SoTellUs, create a task in The Customer Factor. See details

Browse the full workflow library →

Looking to achieve something else with The Customer Factor and SoTellUs?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for The Customer Factor and SoTellUs

Everything The Customer Factor and SoTellUs can do inside a workflow — the triggers that start one and the actions that run when it fires.

The Customer Factor Explore The Customer Factor →

The Customer Factor is a field service CRM and scheduling software built specifically for window cleaners and service professionals.

Triggers
Estimate Accepted

Triggered when an estimate is accepted in The Customer Factor

Estimate Declined

Triggered when an estimate is declined in The Customer Factor

Estimate Emailed

Triggered when an estimate is emailed in The Customer Factor

Job Completed

Triggers when a job is marked as completed in The Customer Factor.

New Customer

Triggers when a new customer is added to The Customer Factor.

New Estimate

Triggered when a new estimate is scheduled in The Customer Factor

Actions
Create Customer

This action will create a customer in The Customer Factor

Create Estimate

This action will create an estimate in The Customer Factor

Create Job or Invoice

This action will create a job with or without invoice in The Customer Factor

Create Payment

This action will make the invoice as paid in The Customer Factor

Create Prospect

This action will create the prospect in The Customer Factor

SoTellUs Explore SoTellUs →

SoTellUs is a customer review platform that enables businesses to collect, manage, and share video, audio, and text reviews.

Triggers
Watch for New STU Leads

Triggers when a new lead is collected in your SoTellUs account.

New SoTellUs Review

Triggers when a new SoTellUs Review is collected

Actions
Create Invite to Review

Create a new Invitation to Review

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about The Customer Factor + SoTellUs

Is there a pre-built The Customer Factor + SoTellUs automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches The Customer Factor and SoTellUs's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built The Customer Factor or SoTellUs connector?

No. The Agent works whether or not The Customer Factor or SoTellUs already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can a closed deal trigger a review request?

Yes. When a deal is won or a contact reaches a stage in The Customer Factor, SoTellUs can send a review request.

Can reviews be logged on contacts?

When a review arrives in SoTellUs, the matching contact in The Customer Factor can be updated with the rating.

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