The Customer Factor + Wave
Create new Wave customers from accepted estimates in The Customer Factor
Simplify your customer management process with this easy-to-use workflow. When an estimate is accepted in The Customer Factor, a new customer is promptly created in Wave. This automation brings efficiency to your invoicing process, reducing manual input and saving valuable time. Empower your business with a seamless transition from estimate approval to customer creation.
Simplify your customer management process with this easy-to-use workflow. When an estimate is accepted in The Customer Factor, a new customer is promptly created in Wave. This automation brings efficiency to your invoicing process, reducing manual input and saving valuable time. Empower your business with a seamless transition from estimate approval to customer creation.
- When this happens...Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
