Fresh Proposals + Wave

Fresh Proposals + Wave integrations

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.

When this happens...
Client CreatedTriggers when a new Company is added in Fresh Proposals .
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 Fresh Proposals and Wave

Discover other triggers and actions you can use with Fresh Proposals and Wave

Client Created
Triggers when a new Company is added in Fresh Proposals .
Trigger
Instant
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Proposal Created
Triggers when a new Proposal is created .
Trigger
Instant
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Proposal Rejected
Triggers when a proposal rejected by client .
Trigger
Instant
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- CompanyName
  Required
- Company Web Site Url
- Company AddressLine1
- Company AddressLine2
- Company City
- Company State
- Company Country
- Company Zip address
- OfficeMobileNo
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email Address
  Required
- Contact Mobile Number
Action
Write
- Business
  Required
Trigger
Polling
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- 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

Company Contact Added
trigger when new contact added/updated in freshproposals
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by client .
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent by a team member .
Trigger
Instant
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- Template Id
  Required
- Proposal Name
  Required
- DueDate
  Required
- Client Name
  Required
- Contact Email
  Required
Action
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 Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

HelpHelp

Related categories

Proposal & Invoice Management

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

Related categories

Accounting

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