Birdeye + Commusoft

Birdeye + Commusoft integrations

Create new Birdeye customers from new Commusoft contacts

Easily streamline your customer management process with this workflow that connects Commusoft and Birdeye. When you add a new contact in Commusoft, it will automatically create a customer in Birdeye, keeping your customer database up-to-date and organized. Say goodbye to manual data entry and save time by using this seamless automation.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with Commusoft and Birdeye

Discover other triggers and actions you can use with Commusoft and Birdeye

New Customer
Triggers when a new customer is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Proposal
Triggers when a new proposal is created.
Trigger
Instant
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New Work Address
Triggers when a new work address is created.
Trigger
Instant
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Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
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Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
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New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
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- Customer Type
  Required
- AddressLine1
  Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1
  Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer Id
  Required
Action
Write
- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
- CRM Name
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer 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
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

New Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
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Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Opportunity template
  Required
- Surname
  Required
- Name
- Addressline1
  Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer Type
  Required
- Addressline1
  Required
- Job Description
  Required
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write
- Business number
  Required
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business number
  Required
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Instant
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- Parent Business Number
  Required
Trigger
Instant
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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
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- 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
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- 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
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

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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Related categories

Reviews

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking