Redtail CRM + Wave
Create invoices in Wave for new Redtail CRM activities
Effortlessly manage your invoicing process with this seamless workflow between Redtail CRM and Wave. Whenever a new activity is created in Redtail CRM, an invoice is instantly generated in Wave to streamline your billing process. Save time and stay organized by automating this crucial financial task.
Effortlessly manage your invoicing process with this seamless workflow between Redtail CRM and Wave. Whenever a new activity is created in Redtail CRM, an invoice is instantly generated in Wave to streamline your billing process. Save time and stay organized by automating this crucial financial task.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Invoice
Creates a new invoice.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
