Perfex CRM + Wave

Create new customers in Wave when a new customer is added to Perfex CRM

Effortlessly manage customer information across your CRM and accounting platforms with this workflow. Whenever a new customer is added to Perfex CRM, their details will be used to create a customer profile in Wave. This saves you time and streamlines your customer data management, ensuring you have up-to-date records for both sales and financial tracking.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Customer
Creates a customer in a business that you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
New Task
Triggers when there's a new task.
Trigger
Instant
Try It
Create Customer
Create a Customer
Action
Write
Create Lead
Creates new Lead
Action
Write

Create Task
Create a new task
Action
Write
- BusinessRequired
Trigger
Scheduled
Try It

- 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

New Invoice
Triggers when a new invoice in created.
Trigger
Instant
Try It
New Project
Triggers when there's a new project.
Trigger
Instant
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Instant
Try It
Create Invoice
Creates a new invoice
Action
Write
Create Project
Creates a new project
Action
Write
- 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
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- 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
Search or write

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

Related categories

Accounting

Similar apps

Xero

Accounting

QuickBooks Online

Accounting

FreeAgent

Accounting

PRODUCTS

CAPABILITIES

By team

Perfex CRM + Wave

Create new customers in Wave when a new customer is added to Perfex CRM

New Customer

New Lead

New Task

Create Customer

Create Lead

Create Task

New Invoice

Create Invoice

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?

Record Sale

BusinessRequired

Sale DateRequired

DescriptionRequired

Number FormatRequired

Sale AmountRequired

Sales Tax Abbreviation

Sales Tax Amount

Payment Processing Fee Amount

Notes

Created At

External ID

Find Sold Product or Service

BusinessRequired

NameRequired

New Invoice

New Project

New Ticket

Create Invoice

Create Project

New Customer

BusinessRequired

Create Customer

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