Create Wave customers from new checked tasks in Process Street
Effortlessly streamline your business processes by connecting Process Street and Wave with this workflow. When a new task is checked off in Process Street, a new customer will be created in Wave, saving you time and ensuring accurate customer information entry. Keep your records up to date and manage your growing customer base with this seamless automation.
Effortlessly streamline your business processes by connecting Process Street and Wave with this workflow. When a new task is checked off in Process Street, a new customer will be created in Wave, saving you time and ensuring accurate customer information entry. Keep your records up to date and manage your growing customer base with this seamless automation.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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