Create new Wave customers from new Contractor+ clients
Take control of your client management with this handy workflow. When a new client is added in Contractor+, this automation promptly creates a new customer profile in Wave. This means no more time-consuming data entry, ensuring that your business operations run smoothly and efficiently. Streamline your client onboarding process and keep your accounting details up-to-date with ease.
- When this happens...
- automatically do this!
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More things you can do with Contractor+ and Wave
Discover other triggers and actions you can use with Contractor+ and Wave
- State
Try ItTriggerPolling- Client List
Triggers when client list is requested.
Try ItTriggerPolling - Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Try ItTriggerInstant - Create Expense
Creates a new expense and formats it for Excel sheet export.
Try ItTriggerInstant
- Create Client
Creates a new client.
Try ItTriggerInstant - Countries
Triggers when countries are requested.
Try ItTriggerPolling - Expense Categories
Triggers when expense categories are requested.
Try ItTriggerPolling - Get Leads
Triggers when leads are requested.
Try ItTriggerPolling






