Create new Wave customers from newly booked packages in Practice
Speed up your business operations with this workflow. As you book new packages in the Practice app, it quickly sets up a customer profile in Wave. Aside from streamlining tasks, it ensures accurate transfer of information, saving you from tedious manual data entry. Use this for enhanced productivity and improved focus on more important business endeavors.
Speed up your business operations with this workflow. As you book new packages in the Practice app, it quickly sets up a customer profile in Wave. Aside from streamlining tasks, it ensures accurate transfer of information, saving you from tedious manual data entry. Use this for enhanced productivity and improved focus on more important business endeavors.
- When this happens...New Package Booked
Triggers when a package has been booked by a client.
- 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
Appointment Canceled
Triggers when a appointment has been canceled.
Try ItNew Appointment Created
Triggers when a new appointment has been created.
Try ItAppointment Rescheduled
Triggers when a appointment has been rescheduled.
Try ItNew Form Submitted
Triggers when a form has been submitted by a client.
Try It
Appointment Completed
Triggers when a appointment has been completed.
Try ItAppointment Outcome Updated
Triggers when a appointment has been outcome updated.
Try ItAttendee Added to Event
Triggers when a new attendee has been added to an event.
Try ItNew Internal Form Submitted
Triggers when an internal form has been submitted.
Try It