Fresh Proposals + Wave
Create Wave customers from new Fresh Proposals clients
Streamline your client onboarding process with this efficient workflow. When a new client is created in Fresh Proposals, a customer is automatically created in Wave, ensuring accurate data and seamless financial management. Save time and stay organized by connecting your proposal and accounting apps with this powerful automation.
Streamline your client onboarding process with this efficient workflow. When a new client is created in Fresh Proposals, a customer is automatically created in Wave, ensuring accurate data and seamless financial management. Save time and stay organized by connecting your proposal and accounting apps with this powerful automation.
- When this happens...Client Created
Triggers when a new Company is added in Fresh Proposals .
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new Company is added in Fresh Proposals .
Try ItProposal Created
Triggers when a new Proposal is created .
Try ItProposal Rejected
Triggers when a proposal rejected by client .
Try ItCompanyNameRequired
Company Web Site Url
Company AddressLine1
Company AddressLine2
Company City
Company State
Company Country
Company Zip address
OfficeMobileNo
Contact First NameRequired
Contact Last NameRequired
Contact Email AddressRequired
Contact Mobile Number
Company Contact Added
trigger when new contact added/updated in freshproposals
Try ItProposal Accepted
Triggers when a proposal is accepted by client .
Try ItProposal Sent
Triggers when a proposal is sent by a team member .
Try ItTemplate IdRequired
Proposal NameRequired
DueDateRequired
Client NameRequired
Contact EmailRequired
