SuperOps MSP + Wave

Create new Wave customers from newly created SuperOps MSP clients

When a new client is added in the SuperOps MSP app, this workflow will swiftly create a corresponding customer profile in the Wave app. It's an effective way for businesses to simplify their customer tracking process. This automated process reduces manual data entry and ensures consistency in customer data across both platforms, saving businesses valuable time and resources.

When this happens...
Client Created
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Customer
Creates a customer in a business that you choose.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new client is created.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Client User Deleted
Triggers when a new client user is deleted.
Trigger
Instant
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Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
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Quote Created
Triggers when a new quote is created.
Trigger
Instant
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Ticket Created
Triggers when a new ticket_create is created.
Trigger
Instant
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Ticket Reply Received
Triggers when a reply is received on a ticket.
Trigger
Instant
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Ticket Updated
Triggers when an existing ticket is updated.
Trigger
Instant
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- NameRequired
- Stage
- Status
- Email Domains
- Account Manager User ID
- Technician Groups
- Custom Fields
- Site nameRequired
- Is the Site working 24X7 ?Required
- Day
- Start time in HH:MM
- End time in HH:MM
- Identifier for Holiday List for the Site local test
- Timezone Code for the SiteRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Site's Postal Code
- Site's Postal Code
- Site's Contact Number
Action
Write
- Client Account IDRequired
- Site IDRequired
- Description
- Quote DateRequired
- Expiry DateRequired
- StatusRequired
- Additional Discount
- Service Item IDRequired
- Details
- QuantityRequired
- Unit PriceRequired
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Title
- Memo
- Footer
Action
Write
- Service Item IDRequired
- Billable
- After Hours
- QuantityRequired
- Unit Price
- Bill Date & Time
- Notes
- Work Item IDRequired
- Module
- Technician ID
Action
Write
- Client IDsRequired
Action
Write
- Client User IDRequired
- First Name
- Last Name
- Email
- Contact Number
- Reporting Manager
- Site
- Role
- Custom Fields
Action
Write
- Quote IDRequired
- Additional Discount Rate
- Additional Discount
- Item ID
- Details
- Quantity
- Unit Price
- Discount Rate
- Discount Amount
- Service Item ID
- Details
- Quantity
- Unit Price
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Item ID
- Expiry Date
- Title
- Memo
- Footer
- Description
- StatusRequired
Action
Write
- Item nameRequired
Action
Search
- Client NameRequired
Action
Search
- Client User Full NameRequired
- Client IDRequired
Action
Search
- Client User IdRequired
Action
Search
- Quote IdRequired
Action
Search
- Ticket IdRequired
Action
Search
- BusinessRequired
Trigger
Polling
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- 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
- EmailRequired
- Customer or Company NameRequired
- 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

Client Deleted
Triggers when an existing client is deleted.
Trigger
Instant
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Client User Created
Triggers when a new client user is created.
Trigger
Instant
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Client User Updated
Triggers when a new client user is updated.
Trigger
Instant
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Invoice Updated
Triggers when an existing invoice is updated.
Trigger
Instant
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Quote Updated
Triggers when an existing quote is updated.
Trigger
Instant
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
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Ticket Reply Sent
Triggers when a reply is sent to a ticket.
Trigger
Instant
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Worklog Created
Triggers when a new worklog is created.
Trigger
Instant
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- First NameRequired
- Last Name
- EmailRequired
- Contact Number
- Reporting Manager
- Role
- ClientRequired
- SiteRequired
- Custom Fields
Action
Write
- SubjectRequired
- Description
- Client Account IDRequired
- Site Id
- Requester
- Specify the additional requesters to be added.
- Technician Group
- Technician
- Specify the followers to be added
- Specify the assets to be added
- Status
- Ticket SourceRequired
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Custom Fields
- Sub Source
- Request TypeRequired
Action
Write
- Client User IDRequired
- Forget PII
Action
Write
- Account IDRequired
- NameRequired
- Stage
- Status
- Email Domains
- Account Manager
- Primary Contact
- Secondary Contact
- Headquarters Site
- Add Technician Groups
- Delete Technician Groups
- Custom Fields
Action
Write
- Invoice IDRequired
- Invoice Status
- Invoice Date
- Due Date
- Payment Date
- Payment Method
- Payment Reference
- Invoice Payment Term
- Payment Link
Action
Write
- Ticket IDRequired
- Subject
- Status
- Client Account ID
- Request Type of the ticket
- Site Id
- Requester
- Technician Group
- Technician
- Specify the additional requesters to be added.
- Specify the additional requester to be removed
- Specify the followers to be added
- Specify the followers to be removed
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Sub Source
- Custom Fields
Action
Write
- Asset NameRequired
Action
Search
- Client IDRequired
- Site NameRequired
Action
Search
- Client IdRequired
Action
Search
- Invoice IdRequired
Action
Search
- Tax Id
Action
Search
- Worklog Item IdRequired
Action
Search
- BusinessRequired
Trigger
Polling
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

About SuperOps MSP

SuperOps MSP is a future-ready, unified PSA-RMM platform for modern MSPs

Related categories

IT Operations

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 more

Related categories

Accounting

SuperOps MSP + Wave

Create new Wave customers from newly created SuperOps MSP clients

Client Created

Client Updated

Client User Deleted

Invoice Created

Quote Created

Ticket Created

Ticket Reply Received

Ticket Updated

Create Client

Create Quote

Create Worklog Entry

Soft Delete Clients

Update Client User

Update Quote

Find Service Items by Name

Get Client by Name

Get Client User by Name

Find Client User

Find Quote

Find Ticket

New Customer

Create Customer

Create Product or Service

Find Customer

Find or Create Customer

Client Deleted

Client User Created

Client User Updated

Invoice Updated

Quote Updated

Ticket Deleted

Ticket Reply Sent

Worklog Created

Create Client User

Create Ticket

Delete Client User

Update Client

Update Invoice

Update Ticket

Get Asset by Name

Get Client Site by Name

Find Client

Find Invoice

Search Taxes

Find Worklog

New Invoice

Create Invoice

Record Sale

Find Sold Product or Service

About SuperOps MSP

Related categories

About Wave

Related categories

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