PEP Cloud + Wave
Create or update PEP Cloud clients from new Wave customers
Effortlessly maintain your client list up-to-date between Wave and PEP Cloud with this automation. Once set up, each time a new customer is added in Wave, the workflow will create or update the client information in PEP Cloud, ensuring that your records remain consistent across both platforms. Save time and minimize errors by streamlining your client management process.
Effortlessly maintain your client list up-to-date between Wave and PEP Cloud with this automation. Once set up, each time a new customer is added in Wave, the workflow will create or update the client information in PEP Cloud, ensuring that your records remain consistent across both platforms. Save time and minimize errors by streamlining your client management process.
- When this happens...New Customer
Triggers when a new customer is added to a business you choose.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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BusinessRequired
Try ItBusinessRequired
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
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
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?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
