Jetpack Workflow + Wave
Create Wave customers from new Jetpack Workflow clients
Effortlessly keep track of new clients in your accounting system with this handy automation. When a new client is added in Jetpack Workflow, it will create a new customer in Wave, ensuring your financial records stay organized and up-to-date. Spend less time on manual tasks and more time growing your business with this easy-to-use workflow.
Effortlessly keep track of new clients in your accounting system with this handy automation. When a new client is added in Jetpack Workflow, it will create a new customer in Wave, ensuring your financial records stay organized and up-to-date. Spend less time on manual tasks and more time growing your business with this easy-to-use workflow.
- When this happens...New Client
Triggers when a new client is created.
- 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
New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
