Contractor+ + Wave

Create new Wave customers from new Contractor+ clients

Take control of your client management with this handy workflow. When a new client is added in Contractor+, this automation promptly creates a new customer profile in Wave. This means no more time-consuming data entry, ensuring that your business operations run smoothly and efficiently. Streamline your client onboarding process and keep your accounting details up-to-date with ease.

Take control of your client management with this handy workflow. When a new client is added in Contractor+, this automation promptly creates a new customer profile in Wave. This means no more time-consuming data entry, ensuring that your business operations run smoothly and efficiently. Streamline your client onboarding process and keep your accounting details up-to-date with ease.

  1. When this happens...
    Contractor+Contractor+
    New Client

    Triggers when a new client is added.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

    • Salutation

    • FirstnameRequired

    • Lastname

    • Company

    • Client Type

    • Leadid

    • Website

    • Is Client Tax Exempt

    • Tax Exemption Number

    • Billing Street

    • Billing Street 2

    • Billing Country

    • Billing State Id

    • Billing City

    • Billing Zip

    • Pa Same As Ba

    • Property Tenant Email

    • Property Tenant Phone

    • Property Tenant Phone Code

    • Property Tenant Name

    • Property Street

    • Property Street 2

    • Property Country

    • Property State Id

    • Property City

    • Property Zip

    • Gate Code

    • Lockbox Code

    • Pcode

    • Pvalue

    • Ptype

    • Pis Primary

    • Evalue

    • Etype

    • Eis Primary

    Action
    Write
    • Salutation

    • First NameRequired

    • Last Name

    • Title

    • Description

    • Source

    • Company

    • Website

    • Address

    • Address 2

    • Country

    • State

    • City

    • Zip

    • Tags

    • Assigned

    • Is Public

    • Pvalue

    • Pis Primary

    • Pcode

    • Evalue

    • Eis Primary

    Action
    Write
contractor-plus logo
contractor-plus logo

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

  • Scheduling & Booking
wave logo
wave logo

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

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