MoonClerk + Wave
Create Wave customers when new MoonClerk plans are added
Easily stay on top of new plans in MoonClerk by adding customers to Wave with this streamlined workflow. When a new plan is created in MoonClerk, a customer will be automatically created in the Wave app. This helps you save time and maintain up-to-date customer records, ensuring a smooth financial management process for your business.
Easily stay on top of new plans in MoonClerk by adding customers to Wave with this streamlined workflow. When a new plan is created in MoonClerk, a customer will be automatically created in the Wave app. This helps you save time and maintain up-to-date customer records, ensuring a smooth financial management process for your business.
- When this happens...New Plan
Triggers when a new recurring plan is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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