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Microsoft Outlook + Wave

Create Wave customers from new Microsoft Outlook contacts

Easily manage your contacts and customers in one place with this workflow that connects Microsoft Outlook and Wave. Whenever you add a new contact in Outlook, this automation will create a customer in Wave, allowing you to keep track of your clients effortlessly while streamlining your business processes. Stay organized and maintain consistent data across both platforms with this time-saving solution.

Easily manage your contacts and customers in one place with this workflow that connects Microsoft Outlook and Wave. Whenever you add a new contact in Outlook, this automation will create a customer in Wave, allowing you to keep track of your clients effortlessly while streamlining your business processes. Stay organized and maintain consistent data across both platforms with this time-saving solution.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

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