Portal.io + Wave
Record sales in Wave when payment statuses are updated in Portal.io
When a payment status is updated on Portal.io, this workflow seamlessly records a sale in your Wave app. This streamlines your financial tracking, eliminating the need for manual data input while ensuring your records are kept up-to-date in real time. Utilize this workflow to make your sales tracking process more efficient.
When a payment status is updated on Portal.io, this workflow seamlessly records a sale in your Wave app. This streamlines your financial tracking, eliminating the need for manual data input while ensuring your records are kept up-to-date in real time. Utilize this workflow to make your sales tracking process more efficient.
- When this happens...Update Payment Status
Triggers when a payment status change.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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Proposal Status
Try ItUpdate Order Status
Triggers when an order status change.
Try ItProposal Status
Try ItBusinessRequired
Try It
Contact Modification
Triggers when a contact updated.
Try ItUpdate Payment Status
Triggers when a payment status change.
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
