Freshsales Suite + Wayfront

Update statuses in Wayfront when new deals are added in Freshsales Suite

Stay updated on your business deals with this efficient workflow. When a new deal surfaces in the Freshsales Suite, it will prompt an instant status update in the Wayfront, keeping your business operations fluid and seamless. Extract maximum value out of both platforms by ensuring that important updates are never missed again. This streamlined workflow between Freshsales Suite and Wayfront helps your team stay on top of each new deal.

When this happens...
New Deal
Triggers when a new deal is created and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Update Order Status
Updates order status.
ActionWrite

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Supported triggers and actions

- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- OrderRequired
- User
Action
Write
- Send ToRequired
- Message BodyRequired
- Sender
Action
Write
- OrderRequired
- User
Action
Write
- OrderRequired
- StatusRequired
Action
Write
- EmailRequired
Action
Search

- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
Invoice Paid
Triggers when an invoice has been paid.
Trigger
Instant
Try It
- Status
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
- Order Status
- Service
Trigger
Instant
Try It
- 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
- OrderRequired
- TagRequired
Action
Write
- ClientRequired
- 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
- NumberRequired
Action
Search

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more

Related categories

Project Management

Freshsales Suite + Wayfront

Update statuses in Wayfront when new deals are added in Freshsales Suite

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

New Client

New Order

Order Data Submitted

Assign Order

Send Message

Unassign Order

Update Order Status

Find a User

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

Invoice Paid

New Invoice

New Ticket

Order Status Changed

Create Client

Add Tag

Update Client

Find an Order

About Freshsales Suite

Related categories

Similar apps

Zapier Forms

About Wayfront

Related categories