Create new Wave customers from SmartTask contacts
Effortlessly manage your contacts and finances with this SmartTask and Wave integration. When a new contact is added in SmartTask, this workflow will create a customer in Wave, allowing you to seamlessly keep track of your clients and maintain organized financial records. Save time and focus on growing your business with this seamless connection between your project management and accounting tools.
Effortlessly manage your contacts and finances with this SmartTask and Wave integration. When a new contact is added in SmartTask, this workflow will create a customer in Wave, allowing you to seamlessly keep track of your clients and maintain organized financial records. Save time and focus on growing your business with this seamless connection between your project management and accounting tools.
- When this happens...New Contact
Triggers when a new contact is added to the organization
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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- 14 day trial for premium features & apps
Organization IdRequired
Try ItOrganization IdRequired
Project IdRequired
Try ItOrganization IdRequired
Creator UserIdRequired
Assignee
Taskname
Description
Project
Follower
Priority
Start Date
Due Date
Task TypeRequired
StatusRequired
Parent Task Id
Contact Ids
BusinessRequired
Try It
Organization IdRequired
Project IdRequired
Try ItOrganization IdRequired
Created by UserIdRequired
In Projects
Check For Duplicate?Required
Contact TypeRequired
Parent Contact Id
Parent Contact Name
Title of current Contact
NameRequired
Avatar Url
Description
Address
Website Url
Facebook Url
Linkedin Url
Twitter Url
Github Url
Instagram Url
Emails
Phone Numbers
BusinessRequired
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