Revamp CRM + Wave

Revamp CRM + Wave integrations

Create Wave customers from new Revamp CRM contacts

Your CRM is a powerful tool inside your business. For many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts automatically exist across all of your important business apps.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create CustomerCreates a customer in a business that you choose.
ActionWrite

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More things you can do with Revamp CRM and Wave

Discover other triggers and actions you can use with Revamp CRM and Wave

- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Type
- Completion State
- Assignee
Trigger
Polling
Try It
- Name
  Required
- Customer
  Required
- PipeLine
  Required
- Deal Stage
  Required
- Value
  Required
- Currency
  Required
- Expected Date Deal Ends
  Required
- Probability
- Owner Name
- Status
- Sales Region
- Product
- Deal Source
Action
Write

- Name
  Required
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search

- Keyword
- Email Address
- Phone Number
- Tags
- Order Id
Action
Search
- 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

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Email
- Phone Number
- Tags
- Order Id
- Keyword
Trigger
Polling
Try It
- Name
  Required
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
- Description
- Birth Date
- Gender
- Tags
- Score
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
- Disable Editing Note
- Created By
Action
Write
- Subject
  Required
- Type
  Required
- Customer
  Required
- Due on Date
  Required
- Due on Time
- Duration
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search
- 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

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Accounting

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