Add new Autotask companies as Wave customers
Effortlessly manage your contacts between Autotask and Wave with this seamless workflow. When a new company is added in Autotask, it will trigger the creation of a customer in Wave, keeping your records up-to-date and organized. Save time and eliminate manual data entry, giving you more time to focus on growing your business.
Effortlessly manage your contacts between Autotask and Wave with this seamless workflow. When a new company is added in Autotask, it will trigger the creation of a customer in Wave, keeping your records up-to-date and organized. Save time and eliminate manual data entry, giving you more time to focus on growing your business.
- When this happens...New Company
Triggers when a new company is found.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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