ElectroNeek + Wafeq

Actions · 15

• Create Invoice

  Create a new sales invoice for a customer.

• 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 re

• Create Contact

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

• 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.

• Create Bill

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

• Record Payment

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

• 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

• 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

• 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.

• 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.

• 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

• Create Item

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

• List Items

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

• List Accounts

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

• Custom API Call

  Make a custom API call to a specific endpoint

Triggers · 4

• 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 syste

• 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

• 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

• New Payment Received

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