Create new Wave customers from new Harvest clients
When you add a new client in Harvest, this workflow immediately creates a customer profile for them in Wave. This seamless integration ensures all your client data is consistently up-to-date across both platforms. It's an efficient way to streamline your client management process, saving you time and effort.
When you add a new client in Harvest, this workflow immediately creates a customer profile for them in Wave. This seamless integration ensures all your client data is consistently up-to-date across both platforms. It's an efficient way to streamline your client management process, saving you time and effort.
- When this happens...New Client
Triggers when a new client is added.
- 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