Jotform + Wave

Create prefilled Jotform forms for new Wave customers

Easily manage new customer information by connecting Wave and Jotform with this seamless workflow. When a new customer is added in Wave, a prefilled form will be assigned in Jotform, saving you time and ensuring accuracy. Streamline your client onboarding and data organization process, making it an efficient and stress-free experience.

Easily manage new customer information by connecting Wave and Jotform with this seamless workflow. When a new customer is added in Wave, a prefilled form will be assigned in Jotform, saving you time and ensuring accuracy. Streamline your client onboarding and data organization process, making it an efficient and stress-free experience.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

    TriggerPolling
  2. automatically do this!
    JotformJotform
    Assign Prefilled Form

    Invite assignees to complete your pre-populated form

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn more

Related categories

  • Accounting

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