Wave + Workiz
Create new Wave customers from new Workiz jobs
Effortlessly manage your clients by integrating Workiz and Wave apps with this streamlined workflow. Whenever a new job is added in Workiz, this automation will create a customer in Wave, ensuring your client information stays up-to-date and organized. Save time and reduce manual data entry with this seamless connection between your job management and accounting platforms.
Effortlessly manage your clients by integrating Workiz and Wave apps with this streamlined workflow. Whenever a new job is added in Workiz, this automation will create a customer in Wave, ensuring your client information stays up-to-date and organized. Save time and reduce manual data entry with this seamless connection between your job management and accounting platforms.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
BusinessRequired
Try It
