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Fires every time a new invoice is created in Wafeq. Useful for logging sales to a spreadsheet, posting to Slack, or syncing to another system.

Fires when a new bill from a supplier is created. Useful for approval workflows — e.g. post the new bill to a Slack channel for a manager to authorize.

Fires every time a new customer or supplier is added to your Wafeq address book. Useful for syncing new customers to HubSpot, Mailchimp, or your CRM.

Fires every time a payment is recorded in Wafeq. Great for celebrating revenue in Slack, triggering commission calculations, or sending the customer a receipt.

Create a new sales invoice for a customer.

Submit an invoice to the tax authority (ZATCA in Saudi Arabia, FTA in UAE). The invoice must already be finalized in Wafeq before you can report it.

Add a new customer or supplier to your Wafeq address book so you can invoice them or record bills from them.

Search your Wafeq contacts by name, email, phone, or tax number. Useful for checking if a customer already exists before creating a new one.

Record a bill you received from a supplier (e.g. a vendor invoice you need to pay).

Record money received from a customer (paying an invoice) or money sent to a supplier (paying a bill).

Create a simplified (retail) tax invoice — used for walk-in / over-the-counter sales, especially in Saudi Arabia under ZATCA. Use a regular invoice for B2B sales instead.

Issue a credit note to a customer — used when you refund them, correct an overcharge, or take back goods. A credit note reduces how much the customer owes you.

Send a customer a quote (also called an estimate). Quotes can later be converted into an invoice with the "Convert Quote to Invoice" action.

Turn a customer-accepted quote into a real invoice. The new invoice copies the customer, line items, and totals from the quote.

Download an invoice as a PDF. You can attach the file to a Gmail / Outlook email, save it to Google Drive or Dropbox, or upload it anywhere else in the flow.

Add a product or service to your Wafeq catalog. Catalog items can be quickly added to invoices, bills, and quotes without retyping descriptions or prices.

List products and services from your Wafeq catalog. Useful for syncing your catalog to a spreadsheet or another system.

List accounts from your Wafeq chart of accounts. Useful for exporting your chart of accounts or finding account IDs you need elsewhere.

Make a custom API call to a specific endpoint