MyDocSafe + Wave
Create Wave customers from new MyDocSafe form submissions
Effortlessly manage new customers in your Wave account with this seamless workflow. When a form is submitted in MyDocSafe, a new customer will be created in Wave, saving you valuable time and streamlining your client onboarding process. Keep your record-keeping organized and efficient with this simple automation.
Effortlessly manage new customers in your Wave account with this seamless workflow. When a form is submitted in MyDocSafe, a new customer will be created in Wave, saving you valuable time and streamlining your client onboarding process. Keep your record-keeping organized and efficient with this simple automation.
- When this happens...Form Submission
Triggers when a from of that company is submitted.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
About MyDocSafe
MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.
Related categories
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.
