Saasu + Wufoo Integrations

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Supported triggers and actions

What does this mean?
    • Invoice TypeRequired

    • Transaction TypeRequired

    • Billing Contact

    • Transaction DateRequired

    • Invoice Number

      Use a value of <Auto Number> to automatically generate an invoice number.

    • Purchase Order Number

    • Summary

    • Due Date

    • Currency

      The currency code of the amounts. Eg. AUD.

    • Foreign exchange rate

    • Auto Populate Fx Rate

      Determines whether the FxRate is automatically populated using the Fx feed.

    • Is Tax Included?

    • Quantity

    • Inventory ItemRequired

    • Description

    • Tax Code

    • Unit Price

    • Percentage Discount

    • Tags

      List of tags associated with this resource.

    • Internal Notes

      Textual notes set by the system.

    • External Notes

      Textual notes set by the user.

    • Requires Follow Up

    • Send To Contact

      Send invoice to billing contact when created.

    • Quick Payment - Date Paid

    • Quick Payment - Date Cleared

    • Quick Payment - Bank Account

    • Quick Payment - Amount

      The payment amount. It must be less than the invoice total. Maximum 2 decimals.

    • Quick Payment - Reference

      Can be used to track cheque #, etc.

    • Quick Payment - Summary

      Brief summary for this payment. Leave this blank to let the system sets this automatically.

    • Email

    • First Name

    • Last Name

    • FormRequired

      Choose the form you'd like to watch for new entries.

    Try It

How to connect Saasu + Wufoo

  1. Step 1: Authenticate Saasu and Wufoo.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Saasu

Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and support on all plans.

Related categories

  • Accounting
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