Create sales in Wave from new or updated module entries in Zoho CRM
Effortlessly manage your sales data between Zoho CRM and Wave with this seamless workflow. Whenever there's a new or updated module entry in Zoho CRM, this automation will record the sale in Wave, helping you to keep your financial records up-to-date. Save time and maintain consistency by streamlining your sales and accounting processes with this integration.
Effortlessly manage your sales data between Zoho CRM and Wave with this seamless workflow. Whenever there's a new or updated module entry in Zoho CRM, this automation will record the sale in Wave, helping you to keep your financial records up-to-date. Save time and maintain consistency by streamlining your sales and accounting processes with this integration.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It