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monday.com + Wave

Update multiple columns in monday.com when new customers are added in Wave

Streamline your customer management process by connecting Wave and monday.com with this efficient workflow. When a new customer is added in Wave, it will update multiple columns in monday.com, keeping your team informed and organized. Save time and minimize manual data entry, allowing you to focus on delivering exceptional customer experiences.

Streamline your customer management process by connecting Wave and monday.com with this efficient workflow. When a new customer is added in Wave, it will update multiple columns in monday.com, keeping your team informed and organized. Save time and minimize manual data entry, allowing you to focus on delivering exceptional customer experiences.

  1. When this happens...
    WaveWave
    New Customer

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

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Change Multiple Columns Value

    Change multiple column values of an item

    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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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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wave logo
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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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