This query returns a customer matching the given email.

Developer info

API endpoint slug: wave.find_or_create_customer
Runtime method: performQuery("wave.find_or_create_customer"}

Query fields

Business Dropdown list

Label: Which business?
Helper text: Required: Select your account to use.
Slug: business_id
Required: true
Can have default value: false

Email Text input > Other

Label: What email?
Helper text: The email of the customer.
Slug: email
Required: true
Can have default value: true

Name Text input > Other

Label: Customer or Company Name
Helper text: Optional: This name will only be used to create a new customer if none exists for the email entered above.
Slug: name
Required: false
Can have default value: true

Ingredients

Contact first name The first name of the principal contact.

Slug: first_name
Filter: Wave.findOrCreateCustomer.ContactFirstName
Type: String
Example: John

Contact last name The last name of the principal contact.

Slug: last_name
Filter: Wave.findOrCreateCustomer.ContactLastName
Type: String
Example: Doe

Email The email of the principal contact.

Slug: email
Filter: Wave.findOrCreateCustomer.Email
Type: String
Example: example@example.com

Customer name The name or business name of the customer.

Slug: name
Filter: Wave.findOrCreateCustomer.CustomerName
Type: String
Example: John Doe

Account number The custom account number or ID you assigned to the customer.

Slug: display_id
Filter: Wave.findOrCreateCustomer.AccountNumber
Type: String
Example: 123

Internal notes The internal notes of the customer.

Slug: internal_notes
Filter: Wave.findOrCreateCustomer.InternalNotes
Type: String
Example: This is a note

Website The website address of the customer.

Slug: website
Filter: Wave.findOrCreateCustomer.Website
Type: String
Example: https://example.com

Phone The telephone number of the customer.

Slug: phone
Filter: Wave.findOrCreateCustomer.Phone
Type: String
Example: 123-456-7890

Mobile The mobile number of the customer.

Slug: mobile
Filter: Wave.findOrCreateCustomer.Mobile
Type: String
Example: 123-456-7890

Toll free The toll-free number of the customer.

Slug: toll_free
Filter: Wave.findOrCreateCustomer.TollFree
Type: String
Example: 123-456-7890

Fax The fax number of the customer.

Slug: fax
Filter: Wave.findOrCreateCustomer.Fax
Type: String
Example: 123-456-7890

Currency The default currency used by the customer.

Slug: currency
Filter: Wave.findOrCreateCustomer.Currency
Type: String
Example: USD

Outstanding amount Amount due on customer's invoices.

Slug: outstanding_amount
Filter: Wave.findOrCreateCustomer.OutstandingAmount
Type: String
Example: 100

Overdue amount Amount due on customer's invoices with due date that have passed.

Slug: overdue_amount
Filter: Wave.findOrCreateCustomer.OverdueAmount
Type: String
Example: 100

Address The address of the customer.

Slug: address
Filter: Wave.findOrCreateCustomer.Address
Type: String
Example: 123 Main St

City The city of the customer's address.

Slug: city
Filter: Wave.findOrCreateCustomer.City
Type: String
Example: San Francisco

State The state or province of the customer's address.

Slug: state
Filter: Wave.findOrCreateCustomer.State
Type: String
Example: CA

Country The country of the customer's address.

Slug: country
Filter: Wave.findOrCreateCustomer.Country
Type: String
Example: US

Postal code The postal code of the customer's address

Slug: postal_code
Filter: Wave.findOrCreateCustomer.PostalCode
Type: String
Example: 94114

Shipping name The shipping name or business name of the customer.

Slug: shipping_name
Filter: Wave.findOrCreateCustomer.ShippingName
Type: String
Example: John Doe

Shipping phone The shipping telephone number of the customer.

Slug: shipping_phone
Filter: Wave.findOrCreateCustomer.ShippingPhone
Type: String
Example: 123-456-7890

Shipping address The shipping address of the customer.

Slug: shipping_address
Filter: Wave.findOrCreateCustomer.ShippingAddress
Type: String
Example: 123 Main St

Shipping city The city of the customer's shipping address.

Slug: shipping_city
Filter: Wave.findOrCreateCustomer.ShippingCity
Type: String
Example: San Francisco

Shipping state The state or province of the customer's shipping address.

Slug: shipping_state
Filter: Wave.findOrCreateCustomer.ShippingState
Type: String
Example: CA

Shipping country The country of the customer's shipping address.

Slug: shipping_country
Filter: Wave.findOrCreateCustomer.ShippingCountry
Type: String
Example: US

Shipping postal code The postal code of the customer's shipping address.

Slug: shipping_postal_code
Filter: Wave.findOrCreateCustomer.ShippingPostalCode
Type: String
Example: 94114

Shipping instructions Details for shipping to the customer.

Slug: shipping_instructions
Filter: Wave.findOrCreateCustomer.ShippingInstructions
Type: String
Example: This is a note

Created at Date and time the customer was created.

Slug: created_at
Filter: Wave.findOrCreateCustomer.CreatedAt
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Modified at When the customer was last modified.

Slug: modified_at
Filter: Wave.findOrCreateCustomer.ModifiedAt
Type: Date with time (ISO8601)
Example: 2020-07-08T04:17:06+05:00

Id Unique identifier for the customer.

Slug: id
Filter: Wave.findOrCreateCustomer.Id
Type: String
Example: 123

Business The unique identifier for your business that the customer belongs to.

Slug: business_id
Filter: Wave.findOrCreateCustomer.BusinessId
Type: String
Example: 123

Is archived Whether or not the customer is archived.

Slug: is_archived
Filter: Wave.findOrCreateCustomer.IsArchived
Type: String
Example: true

Find or create a customer

This query returns a customer matching the given email.

Developer info

Query fields

Business Dropdown list

Email Text input > Other

Name Text input > Other

Ingredients

Contact first name The first name of the principal contact.

Contact last name The last name of the principal contact.

Email The email of the principal contact.

Customer name The name or business name of the customer.

Account number The custom account number or ID you assigned to the customer.

Internal notes The internal notes of the customer.

Website The website address of the customer.

Phone The telephone number of the customer.

Mobile The mobile number of the customer.

Toll free The toll-free number of the customer.

Fax The fax number of the customer.

Currency The default currency used by the customer.

Outstanding amount Amount due on customer's invoices.

Overdue amount Amount due on customer's invoices with due date that have passed.

Address The address of the customer.

City The city of the customer's address.

State The state or province of the customer's address.

Country The country of the customer's address.

Postal code The postal code of the customer's address

Shipping name The shipping name or business name of the customer.

Shipping phone The shipping telephone number of the customer.

Shipping address The shipping address of the customer.

Shipping city The city of the customer's shipping address.

Shipping state The state or province of the customer's shipping address.

Shipping country The country of the customer's shipping address.

Shipping postal code The postal code of the customer's shipping address.

Shipping instructions Details for shipping to the customer.

Created at Date and time the customer was created.

Modified at When the customer was last modified.

Id Unique identifier for the customer.

Business The unique identifier for your business that the customer belongs to.

Is archived Whether or not the customer is archived.