Mesh + Wayfront

Mesh + Wayfront integrations

Create new contacts in Clay (clay.earth) for new clients in Wayfront

Boost your efficiency with this workflow that helps you keep your contacts updated. Whenever you get a new client in Wayfront, it promptly creates a new contact in your Clay app. This allows you to stay on top of your client details, fostering streamlined communication. No more manual transfers, maintain your contact repository effortlessly with this automated process.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact
ActionWrite

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More things you can do with Wayfront and Mesh

Discover other triggers and actions you can use with Wayfront and Mesh

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

- Order
  Required
- Tag
  Required
Action
Write
- Client
  Required
- 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

- Number
  Required
Action
Search
- Email
- Twitter
- Linkedin
- Facebook
- Full Name
- Phone Number
- Note
- Group
Action
Write
- Email
- Twitter
- LinkedIn
- Facebook
- Full Name
- Phone Number
- Note
- Group
Action
Write

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Service
Trigger
Instant
Try It
- Order
  Required
- User
Action
Write
- Send To
  Required
- Message Body
  Required
- Sender
Action
Write
- Order
  Required
- User
Action
Write
- Order
  Required
- Status
  Required
Action
Write
- Email
  Required
Action
Search
- Email
- Linkedin
- Twitter
- Facebook
- Full Name
- Phone Number
- Note
Action
Write

About Mesh

Mesh is a personal CRM, team CRM, and contacts manager to organize relationships from email, calendar, Twitter, Linkedin, iMessage, Facebook, and more.

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Related categories

Contact Management

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 moreLearn moreHelpHelp

Related categories

Project Management