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Wave + Zoho Desk

Create Zoho Desk accounts for new Wave customers

Effortlessly manage your customer information between Wave and Zoho Desk with this seamless workflow. When a new customer is added in Wave, an account will be created in Zoho Desk, ensuring your support team has all the essential details on hand. Streamline your processes and improve customer support with this efficient automation.

Effortlessly manage your customer information between Wave and Zoho Desk with this seamless workflow. When a new customer is added in Wave, an account will be created in Zoho Desk, ensuring your support team has all the essential details on hand. Streamline your processes and improve customer support with this efficient automation.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

    TriggerScheduled
  2. automatically do this!
    Zoho DeskZoho Desk
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • 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

    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write

    • BusinessRequired

    • EmailRequired

    Action
    Search

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • 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

    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write

    • BusinessRequired

    • NameRequired

    Action
    Search
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

Related categories

  • Accounting

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zoho-desk logo
zoho-desk logo

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.
Learn moreHelp

Related categories

Related Zap Templates

  • Create Wave customers from new Zoho Desk contacts
  • Create Zoho Desk contacts for new Wave customers

Related Zap Templates

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