Create or update customers in Wave when new or updated clients are added in Time To Pet
Streamline your client management process effortlessly! When you update client info or add a new client to your Time To Pet app, this workflow will simultaneously create a new customer profile in the Wave app. This helps to ensure consistent data across your applications and saves you time as you no longer need to manually transfer client information.
Streamline your client management process effortlessly! When you update client info or add a new client to your Time To Pet app, this workflow will simultaneously create a new customer profile in the Wave app. This helps to ensure consistent data across your applications and saves you time as you no longer need to manually transfer client information.
- When this happens...Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItBusinessRequired
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItBusinessRequired
Try ItBusinessRequired
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