PEP Cloud + Wave
Create Wave customers from new PEP Cloud ebids won
Streamline your sales process and efficiently manage your finances with this workflow. When you win a bid in PEP Cloud, a new customer will be created in Wave, making it easy to stay organized and track your revenue. Save time on manual data entry and focus on growing your business with this seamless integration.
Streamline your sales process and efficiently manage your finances with this workflow. When you win a bid in PEP Cloud, a new customer will be created in Wave, making it easy to stay organized and track your revenue. Save time on manual data entry and focus on growing your business with this seamless integration.
- When this happens...eBid Won
Triggers when an eBid is won.
- 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
Client Created
Triggers when a new client is created.
Try IteBid Lost
Triggers when an eBid is lost.
Try ItFirst Name
Last Name
Company Name
Address1
Address2
City
State
Zipcode
Country
Phone
Fax
Cell
Email
Lead?
Lead Source
Color Dot Color
BusinessRequired
Try It
eBid Created
Triggers when an eBid is created.
Try IteBid Won
Triggers when an eBid is won.
Try ItBusinessRequired
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
