SmartTask + Wave

SmartTask + Wave integrations

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.

When this happens...
New ContactTriggers when a new contact is added to the organization
TriggerInstant
automatically do this!
Create CustomerCreates a customer in a business that you choose.
ActionWrite

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More things you can do with SmartTask and Wave

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

- Organization Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Project Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Creator UserId
  Required
- Assignee
- Taskname
- Description
- Project
- Follower
- Priority
- Start Date
- Due Date
- Task Type
  Required
- Status
  Required
- Parent Task Id
- Contact Ids
Action
Write
- 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

- Organization Id
  Required
- Project Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Created by UserId
  Required
- In Projects
- Check For Duplicate?
  Required
- Contact Type
  Required
- Parent Contact Id
- Parent Contact Name
- Title of current Contact
- Name
  Required
- Avatar Url
- Description
- Address
- Website Url
- Facebook Url
- Linkedin Url
- Twitter Url
- Github Url
- Instagram Url
- Emails
- Phone Numbers
Action
Write
- 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 SmartTask

SmartTask is an online work management software for teams to track and manage their processes.

HelpHelp

Related categories

Productivity

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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