Proposify + Wave

Create new Wave customers from signed Proposify proposals

Streamline your client onboarding process with this Proposify to Wave workflow. As soon as a proposal is signed in Proposify, it prompts the creation of a new customer in Wave. This makes the transition from pitch to project seamless and quickens the invoicing process, giving you more time to focus on delivering great results for your clients.

Streamline your client onboarding process with this Proposify to Wave workflow. As soon as a proposal is signed in Proposify, it prompts the creation of a new customer in Wave. This makes the transition from pitch to project seamless and quickens the invoicing process, giving you more time to focus on delivering great results for your clients.

  1. When this happens...
    ProposifyProposify
    Proposal Signed

    Triggers when a proposal is signed by a client.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
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  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
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proposify logo

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Learn more

Related categories

  • Proposal & Invoice Management
wave logo
wave logo

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

Related categories

  • Accounting

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