Redtail CRM + Wave
Create invoices in Wave when contacts are updated in Redtail CRM
Keep your invoicing process streamlined and up-to-date with this Redtail CRM and Wave integration. When a contact is updated in Redtail CRM, a new invoice will be created in Wave, ensuring changes in client information are always reflected in your billing process. This automation helps you maintain accurate client records and save time on manual data entry tasks.
Keep your invoicing process streamlined and up-to-date with this Redtail CRM and Wave integration. When a contact is updated in Redtail CRM, a new invoice will be created in Wave, ensuring changes in client information are always reflected in your billing process. This automation helps you maintain accurate client records and save time on manual data entry tasks.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Invoice
Creates a new invoice.
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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
