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SmartTask + Wave

Create new Wave customers from SmartTask contacts

Effortlessly manage your contacts and finances with this SmartTask and Wave integration. When a new contact is added in SmartTask, this workflow will create a customer in Wave, allowing you to seamlessly keep track of your clients and maintain organized financial records. Save time and focus on growing your business with this seamless connection between your project management and accounting tools.

Effortlessly manage your contacts and finances with this SmartTask and Wave integration. When a new contact is added in SmartTask, this workflow will create a customer in Wave, allowing you to seamlessly keep track of your clients and maintain organized financial records. Save time and focus on growing your business with this seamless connection between your project management and accounting tools.

  1. When this happens...
    SmartTaskSmartTask
    New Contact

    Triggers when a new contact is added to the organization

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CompanyIdRequired

    Trigger
    Instant
    Try It
    • CompanyIdRequired

    • ProjectIdRequired

    Trigger
    Instant
    Try It
    • CompanyIdRequired

    • Creator UserIdRequired

    • Assignee

    • Taskname

    • Description

    • Project

    • Follower

    • Tag

    • Priority

    • Start Date

    • Due Date

    • Task TypeRequired

    • StatusRequired

    • Parent TaskId

    • Contact Ids

    Action
    Write
    • CompanyIdRequired

    • ProjectIdRequired

    Trigger
    Instant
    Try It
    • CompanyIdRequired

    • Created by UserIdRequired

    • In Projects

    • Tags

    • Check For Duplicate?Required

    • Is Organization?Required

    • Parent ContactId

    • Parent Contact Name

    • Title of current Contact

    • NameRequired

    • Avatar Url

    • Description

    • Address

    • Website Url

    • Facebook Url

    • Linkedin Url

    • Twitter Url

    • Github Url

    • Instagram Url

    • Emails

    • Phone Numbers

    Action
    Write
    • BusinessRequired

    Trigger
    Scheduled
    Try It
    • BusinessRequired

    • Customer or Company NameRequired

    • 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
smarttask logo
smarttask logo

About SmartTask

SmartTask is an online work management tool helping teams streamline their communication and workflows.

Related categories

  • Productivity
wave logo
wave logo

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 moreHelp

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