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Clientify + Wave

Clientify + Wave

Clientify + Wave integrations

Create Wave customers from new Clientify contacts

Effortlessly manage your growing client base with this automation that instantly adds new contacts from Clientify to Wave as customers. When a contact is added to Clientify, this workflow will create a customer in Wave, simplifying your financial management and ensuring all relevant customer information is synced across both platforms. Say goodbye to manual data entry and ensure a seamless transition between apps, saving you time and effort.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a customer in a business that you choose.
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More things you can do with Clientify and Wave

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

    • Tag
      Required
    Trigger
    Polling
    Try It
  • Clientify triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Full Name
    • Title
    • Company name
    • Contact Type
    • Contact Source
    • Street
    • City
    • State
    • Country
    • Postal Code
    • email
    • Phone number
    • Tags
    • Custom Fields
    • Picture URL
    • Taxpayer Identification Number
    • Contact status
    • website
    • LinkedIn Url
    • Contact owner
    • Autoassignment owner
    • GDPR Acceptance Date
    • Visitor Key
    • Description
    Action
    Write
    • Contact
      Required
    • Abandoned Date
    • Cart Id
      Required
    • E-commerce
    • Shop Name
    • Order Url
      Required
    • Currency
      Required
    • Name
    • Description
    • Category
    • SKU
    • Image Url
    • Item Url
    • Price
      Required
    • Quantity
      Required
    • Discount
      Required
    Action
    Write
    • Deal name
      Required
    • Deal amount
      Required
    • Pipeline Stage
    • Expected Close Date
    • Deal Custom Fields
    • Contact API URL
    • Deal Owner
    Action
    Write
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About Clientify
Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.
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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.
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