Freshsales Suite + Wave

Update contacts in Freshsales Suite whenever new invoices are added in Wave

Streamline your workflow between Wave and Freshsales Suite using this seamless automation. When a new invoice is created on Wave, the corresponding contact information is updated in the Freshsales Suite. This keeps your client's information up-to-date and enhances the maintenance of customer relationships, saving time from manual updates.

Streamline your workflow between Wave and Freshsales Suite using this seamless automation. When a new invoice is created on Wave, the corresponding contact information is updated in the Freshsales Suite. This keeps your client's information up-to-date and enhances the maintenance of customer relationships, saving time from manual updates.

  1. When this happens...
    WaveWave
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Update Contact

    Updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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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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