Jotform + Wave
Create Wave customers from new signed Jotform documents
Save time on client onboarding by letting this workflow handle the creation of new customer profiles in Wave. Whenever a document is signed in Jotform, a Wave customer is created with their relevant details. Streamline your invoicing process by ensuring your clients' information is always up-to-date and seamlessly integrated into your accounting software.
Save time on client onboarding by letting this workflow handle the creation of new customer profiles in Wave. Whenever a document is signed in Jotform, a Wave customer is created with their relevant details. Streamline your invoicing process by ensuring your clients' information is always up-to-date and seamlessly integrated into your accounting software.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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