Make sure all of your new customers get added to your CRM, and you won't ever wonder if you're missing anyone. This automation can do it all for you, too! When it's active, it will add every new Wave customer into Automational as contacts, saving you from the hassle of doing it yourself!
How this Wave-Automational integration works
- A new Wave customer is created
- Zapier automatically creates a new contact (or updates an existing contact) in Automational
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Triggers when a new customer is added to a business you choose.
Updates an existing contact (based on email address) or creates a new contact if a contact does not exist.
Triggers when a new invoice is created.
Applies tag on an existing contact
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Creates a new invoice.
Creates a customer in a business that you choose.