AccuLynx + Wave

AccuLynx + Wave integrations

Create Wave customers from new AccuLynx jobs by milestone

Easily manage your AccuLynx job milestones and customer information in Wave with this efficient workflow. When new job milestones are reached in AccuLynx, this automation will create a new customer in the Wave app, ensuring seamless data transfer and organization. Streamline your processes and keep your customer database up to date with this time-saving solution.

When this happens...
List of Jobs by MilestoneTriggers when you get a list of current jobs by Milestone.
TriggerPolling
automatically do this!
Create CustomerCreates a customer in a business that you choose.
ActionWrite

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More things you can do with AccuLynx and Wave

Discover other triggers and actions you can use with AccuLynx and Wave

- Standard Milestones
  Required
Trigger
Polling
Try It
- Contact
  Required
- Lead source
- Job category
- Work type
- Trade type
- Notes
- Priority
- First street
- Second street
- City
- State
- Country
- Zip code
Action
Write
- Search term
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- 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

- Business
  Required
- Sale Date
  Required
- Description
  Required
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search

- Contact type
  Required
- First name
  Required
- Last name
  Required
- Cross reference
- Company name
- Company job title
- Note
- Phone Number
- Extension
- Is this the primary phone number?
- Can receive text messages?
- Type of Phone Number
Action
Write
- First name
  Required
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extension 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

About AccuLynx

AccuLynx is a cloud based roofing software application designed to help contractors manage and grow their business.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Accounting

Similar apps

Xero

Accounting

QuickBooks Online

Accounting

FreeAgent

Accounting

Related Zap Templates

Create Wave customers from new AccuLynx jobs by milestone

Related Zap Templates

Create Wave customers from new AccuLynx jobs by milestone