DashClicks + Wave

DashClicks + Wave integrations

Create Wave customers from new DashClicks businesses for efficient management

Streamline your customer management process with this smart workflow. When a new business contact is added in DashClicks, it creates a corresponding customer profile in Wave. This seamless integration ensures your customer data in Wave stays up-to-date with no extra work on your part. Boost your productivity and focus more on growing your business.

When this happens...
New Business (Contacts)Triggers when a new business is added to the Contacts App.
TriggerInstant
automatically do this!
Create CustomerCreates a customer in a business that you choose.
ActionWrite

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More things you can do with DashClicks and Wave

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

New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
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New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for new deals?
  Required
Trigger
Instant
Try It
- Which pipeline should we watch for deal status changes?
  Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?
  Required
Trigger
Instant
Try It
- Which funnel should we watch for purchases?
  Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
Try It

New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
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New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
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Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?
  Required
Action
Write
- Instasite Template
  Required
- Business
  Required
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search or write
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
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Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
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- Which pipeline should we watch for deal stage changes?
  Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?
  Required
Trigger
Instant
Try It
- Which funnel should we watch for optins?
  Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?
  Required
Trigger
Instant
Try It
- Which campaign should we watch for new leads?
  Required
Trigger
Instant
Try It
New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
Try It
Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- Business
  Required
Action
Write
- People
  Required
- Type of notification
  Required
Action
Write
- In which pipeline would you like to search for deals?
  Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write
- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- Business
  Required
- Sale Date
  Required
- Description
  Required
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

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Related categories

Marketing

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.

Learn moreLearn moreHelpHelp

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Accounting

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