DashClicks + Wayfront

DashClicks + Wayfront integrations

Create new Wayfront clients from new DashClicks persons

Enjoy seamless task coordination with this workflow whenever you add a new contact in DashClicks. Instantly, a new client appears in Wayfront, aligning your sales and service duties. This workflow not only saves time but also minimizes the potential for oversights and errors in your operations.

When this happens...
New Person (Contacts)Triggers when a new person is added to the Contacts App.
TriggerInstant
automatically do this!
Create ClientCreate a new client account.
ActionWrite

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More things you can do with DashClicks and Wayfront

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

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
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- 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
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- 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
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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
Invoice Paid
Triggers when an invoice has been paid.
Trigger
Instant
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- Status
Trigger
Instant
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New Ticket
Triggers when a new ticket is created.
Trigger
Instant
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- Order Status
- Service
Trigger
Instant
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- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write
- Order
  Required
- Tag
  Required
Action
Write
- Client
  Required
- First Name
- Last Name
- Email
- Company
- Tax ID
- Account Balance
- Opt-in
- Line 1
- City
- State
- Postcode
- Country
- Phone
- Note
- Status
- Assigned managers
Action
Write
- Number
  Required
Action
Search

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
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- 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
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- Which campaign should we watch for new leads?
  Required
Trigger
Instant
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New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
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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
New Client
Triggers when a new client is created.
Trigger
Instant
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- Service
Trigger
Instant
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- Service
Trigger
Instant
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- Order
  Required
- User
Action
Write
- Send To
  Required
- Message Body
  Required
- Sender
Action
Write
- Order
  Required
- User
Action
Write
- Order
  Required
- Status
  Required
Action
Write
- Email
  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 Wayfront

Wayfront is a productized agency client portal platform that helps you bill, onboard, and service clients at scale, all in one place.

Learn moreLearn moreHelpHelp

Related categories

Project Management