Pipefy + Wave
Create new Wave customers from completed Pipefy cards
Efficiently manage your customer onboarding process with this Pipefy-Wave automation. When a card is marked as Done in Pipefy, this workflow will create a new customer in Wave, streamlining your customer management process and saving time on manual data entry. Keep your records up-to-date while focusing on growing your business.
Efficiently manage your customer onboarding process with this Pipefy-Wave automation. When a card is marked as Done in Pipefy, this workflow will create a new customer in Wave, streamlining your customer management process and saving time on manual data entry. Keep your records up-to-date while focusing on growing your business.
- When this happens...Done Card
Triggers when a card is done.
- 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 Pipefy
The easy button for processes and workflows
Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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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.
