Streak + Wave

Create new Streak boxes for new Wave customers

Effortlessly manage your sales pipeline with this workflow that connects Wave and Streak. Whenever a new customer is added in Wave, a new box is created in your Streak pipeline, helping you stay organized and track your leads more effectively. Save time and streamline your sales process with this seamless automation.

Effortlessly manage your sales pipeline with this workflow that connects Wave and Streak. Whenever a new customer is added in Wave, a new box is created in your Streak pipeline, helping you stay organized and track your leads more effectively. Save time and streamline your sales process with this seamless automation.

  1. When this happens...
    WaveWave
    New Customer

    Triggers when a new customer is added to a business you choose.

    TriggerPolling
  2. automatically do this!
    StreakStreak
    Create New Box

    Create a new box.

    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
streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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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