Create Wave customers from new Client Dispute Manager invoices
Effortlessly manage your invoicing and customer information with this Client Dispute Manager and Wave integration. Whenever a new invoice is created in Client Dispute Manager, this workflow automatically adds a new customer to your Wave account. Stay organized and maintain up-to-date records across both platforms for a seamless financial management experience.
Effortlessly manage your invoicing and customer information with this Client Dispute Manager and Wave integration. Whenever a new invoice is created in Client Dispute Manager, this workflow automatically adds a new customer to your Wave account. Stay organized and maintain up-to-date records across both platforms for a seamless financial management experience.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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