Referrizer + Wave

Referrizer + Wave integrations

Create or update Referrizer contacts when new Wave customers are added

Simplify your customer management system with this process. Every time you add a new customer in Wave, their details are instantly recorded or updated in Referrizer. This procedure ensures your client information is always up-to-date, boosting your efficiency while eliminating repetitive manual data input. Enhance your customer relationships with this intuitive solution.

When this happens...
New CustomerTriggers when a new customer is added to a business you choose.
TriggerPolling
automatically do this!
Create/Update ContactCreates or updates a contact.
ActionWrite

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More things you can do with Wave and Referrizer

Discover other triggers and actions you can use with Wave and Referrizer

- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

New Visit
Triggers when a visit is created, i.e. contact is checked in.
Trigger
Polling
Try It

- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- Business
  Required
- Sale Date
  Required
- Description
  Required
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
- Create, Update or Both
  Required
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Labels
- Create a visit
- Text subscription
- Email subscription
Action
Write

About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

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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.

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