Wafeq integration

New Invoice

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.

New Bill

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.

New Contact

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.

1 field

New Payment Received

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 Invoice

Create a new sales invoice for a customer.

15 fields

Report Invoice to Tax Authority

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.

2 fields

Create Contact

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

11 fields

Find Contact

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

4 fields

Create Bill

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

15 fields

Record Payment

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

13 fields

Create Simplified Invoice

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.

15 fields

Create Credit Note

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.

14 fields

Create Quote

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

15 fields

Convert Quote to Invoice

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

2 fields

Download Invoice PDF

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.

2 fields

Create Item

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.

13 fields

List Items

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

4 fields

List Accounts

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

4 fields

Custom API Call

Make a custom API call to a specific endpoint

10 fields