Quotient + Wave

Create Quotient contacts from new Wave customers

Effortlessly maintain your customer information across Wave and Quotient with this seamless workflow. When you add a new customer in Wave, this automation will create a corresponding contact in Quotient, ensuring that all your client data is always up-to-date and easily accessible for creating and sending quotes. Spend less time manually transferring information and focus more on growing your business.

Effortlessly maintain your customer information across Wave and Quotient with this seamless workflow. When you add a new customer in Wave, this automation will create a corresponding contact in Quotient, ensuring that all your client data is always up-to-date and easily accessible for creating and sending quotes. Spend less time manually transferring information and focus more on growing your business.

  1. When this happens...
    WaveWave
    New Customer

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

    TriggerScheduled
  2. automatically do this!
    QuotientQuotient
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
wave logo
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 moreHelp

Related categories

  • Accounting

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