Integrate Customerly with Wave
Send information between Customerly and Wave automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customerly and Wave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
Create customer
Creates a customer for the selected business
Create product
Creates a product for the selected business
Create invoice
Creates a new invoice for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
What is Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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