Loading

Invoiced + Wello Solutions

Add companies and contacts in Wello Solutions from new customers in Invoiced

Keeping your contact lists up to date can be tedious chore, but not if you activate this Zapier automation. Once it's set up, as soon as a new customer is created in Invoiced, a company and related contact will be automatically generated for you in Wello Solutions.

Keeping your contact lists up to date can be tedious chore, but not if you activate this Zapier automation. Once it's set up, as soon as a new customer is created in Invoiced, a company and related contact will be automatically generated for you in Wello Solutions.

  1. When this happens...
    InvoicedInvoiced
    New Customer

    Triggers when a new customer is created.

    TriggerInstant
  2. automatically do this...
    Wello SolutionsWello Solutions
    Create or Update Company

    Allows you to Create or update an existing company (account) on your domain.

    ActionWrite
  3. then do this!
    Wello SolutionsWello Solutions
    Create or Update Contact

    Create or update contact and link it to the company/account.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Invoiced triggers, actions, and search

    New Credit Note

    Triggers when a new credit note is created.

    Trigger
    Instant
    Try It
  • Invoiced triggers, actions, and search

    Subscription Canceled

    Triggers when a subscription is canceled.

    Trigger
    Instant
    Try It
invoiced logo
invoiced logo

About Invoiced

Invoiced is autopilot for accounts receivable.
Learn more

Related categories

  • Accounting
wello-solutions logo
wello-solutions logo

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

Related categories