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Jotform + Wave

Jotform + Wave

Jotform + Wave integrations

Create prefilled Jotform forms for new Wave customers

Easily manage new customer information by connecting Wave and Jotform with this seamless workflow. When a new customer is added in Wave, a prefilled form will be assigned in Jotform, saving you time and ensuring accuracy. Streamline your client onboarding and data organization process, making it an efficient and stress-free experience.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new customer is added to a business you choose.
  2. automatically do this!
    Assign Prefilled Form
    Assign Prefilled Form
    Assign Prefilled FormInvite assignees to complete your pre-populated form
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More things you can do with Wave and Jotform

Discover other triggers and actions you can use with Wave and Jotform

    • Business
      Required
    Trigger
    Polling
    Try It
    • Business
      Required
    • Customer or Company Name
      Required
    • 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
    • Business
      Required
    • Name
      Required
    • Description
    • Price
      Required
    Action
    Write
    • Business
      Required
    • Email
      Required
    Action
    Search
    • Business
      Required
    • Customer
      Required
    • Item Description
    • Item Price
    • Item Product
      Required
    • 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?
    Action
    Write
    • Business
      Required
    • Sale Date
      Required
    • Description
      Required
    • Number Format
      Required
    • Sale Amount
      Required
    • Sales Tax Abbreviation
    • Sales Tax Amount
    • Payment Processing Fee Amount
    • Notes
    • Created At
    • External ID
    Action
    Write
    • Business
      Required
    • Name
      Required
    Action
    Search
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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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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.
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