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JobTread + Wave

Instantly create JobTread customers when new Wave customers are added

Effortlessly manage your growing customer base by connecting Wave and JobTread with this seamless workflow. Whenever a new customer is added to Wave, the automation will simultaneously create the same customer in JobTread, saving you valuable time and reducing manual data entry. This streamlined process lets you focus on delivering top-notch services to all your new clients.

Effortlessly manage your growing customer base by connecting Wave and JobTread with this seamless workflow. Whenever a new customer is added to Wave, the automation will simultaneously create the same customer in JobTread, saving you valuable time and reducing manual data entry. This streamlined process lets you focus on delivering top-notch services to all your new clients.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

    TriggerScheduled
  2. automatically do this!
    JobTreadJobTread
    Create Customer

    Create a new customer including optional contacts, locations, and jobs.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • BusinessRequired

    Trigger
    Scheduled
    Try It
    • BusinessRequired

    • Customer or Company NameRequired

    • 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
    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write
    • BusinessRequired

    • EmailRequired

    Action
    Search
    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • 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
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
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jobtread logo

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.
Learn more

Related categories

  • Project Management
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