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Bigin by Zoho CRM + Wave

Create or update Bigin by Zoho CRM contacts for new Wave customers

Effortlessly keep track of new customers with this seamless workflow between Wave and Bigin by Zoho CRM. When a new customer is added in Wave, their contact information will be automatically updated or created in your Bigin by Zoho CRM contacts. Stay organized and maintain an up-to-date customer list, making it easier to manage your business relationships.

Effortlessly keep track of new customers with this seamless workflow between Wave and Bigin by Zoho CRM. When a new customer is added in Wave, their contact information will be automatically updated or created in your Bigin by Zoho CRM contacts. Stay organized and maintain an up-to-date customer list, making it easier to manage your business relationships.

  1. When this happens...
    WaveWave
    New Customer

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

    TriggerScheduled
  2. automatically do this!
    Bigin by Zoho CRMBigin by Zoho CRM
    Create or Update Contact

    Creates a new contact or updates the details of the contact, if contact with the provided email address exists.

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • 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

    Action
    Write

    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write

    • BusinessRequired

    • EmailRequired

    Action
    Search

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • 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
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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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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

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  • Accounting

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Related Zap Templates

  • Create Wave customers from new Bigin by Zoho CRM contacts

Related Zap Templates

  • Create Wave customers from new Bigin by Zoho CRM contacts

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