Convert Forms + Wave
Create Wave customers from new Convert Forms submissions
Effortlessly add new customers to your Wave account with this seamless workflow for Convert Forms submissions. Whenever a new submission comes in through Convert Forms, this automation will create a customer entry in Wave, saving you valuable time and ensuring a streamlined customer management process. Say goodbye to manual data entry and focus on growing your business instead.
Effortlessly add new customers to your Wave account with this seamless workflow for Convert Forms submissions. Whenever a new submission comes in through Convert Forms, this automation will create a customer entry in Wave, saving you valuable time and ensuring a streamlined customer management process. Say goodbye to manual data entry and focus on growing your business instead.
- When this happens...New Submission
Triggers when a new submission is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
CampaignRequired
Try ItBusinessRequired
Try ItBusinessRequired
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?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
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
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
