Any.do Personal + Wave
Create lists in Any.do Personal for new Wave customers
Keep track of new customers and stay organized by automating the process of adding them to your Any.do Personal list. With this workflow, whenever a new customer is added in the Wave app, a corresponding task will be created in your Any.do Personal list. This way, you can efficiently manage your customer interactions and ensure you never miss a follow-up.
Keep track of new customers and stay organized by automating the process of adding them to your Any.do Personal list. With this workflow, whenever a new customer is added in the Wave app, a corresponding task will be created in your Any.do Personal list. This way, you can efficiently manage your customer interactions and ensure you never miss a follow-up.
- When this happens...New Customer
Triggers when a new customer is added to a business you choose.
- automatically do this!Create List
Creates a new list.
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- 14 day trial for premium features & apps
BusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
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
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
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?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
