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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!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
- TagRequired
Try ItTriggerPolling- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - New Task
Triggers when a new task is created in clientify.
Try ItTriggerPolling - 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
ActionWrite
- New Company
Triggers when a new company is created in clientify.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created in Clientify.
Try ItTriggerPolling - ContactRequired
- Abandoned Date
- Cart IdRequired
- E-commerce
- Shop Name
- Order UrlRequired
- CurrencyRequired
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- PriceRequired
- QuantityRequired
- DiscountRequired
ActionWrite- Deal nameRequired
- Deal amountRequired
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
ActionWrite
Related categories
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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