Create Wave customers when new TaxDome accounts are registered
Initiate an organized financial workflow whenever a new account is formed inside the TaxDome app. This efficient system promptly creates a new customer in your Wave app, ensuring your financial records remain updated, consistent and error-free. This automation saves you time from manual data entry and expedites your overall accounting process.
Initiate an organized financial workflow whenever a new account is formed inside the TaxDome app. This efficient system promptly creates a new customer in your Wave app, ensuring your financial records remain updated, consistent and error-free. This automation saves you time from manual data entry and expedites your overall accounting process.
- When this happens...New Account
Triggers when a new account is created
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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Delete Account
Triggers when an account is deleted
Try ItNew Account
Triggers when a new account is created
Try ItUpdate Account
Triggers when an account is updated
Try ItCreate Account
Creates an Account in TaxDome
Deleted Contact
Triggers when a contact is deleted.
Try ItNew Contact
Triggers when a new contact is created.
Try ItUpdated Contact
Triggers when a contact is updated.
Try ItContact NameRequired
First Name
Middle Name
Last Name
Email
Phone Number
Street Address
City
Province
Zip
Notes
Company Name
Country
Tags
Linked accounts