Wafeq integration
Cloud accounting software for invoicing, bills, expenses, and tax reporting (ZATCA, UAE FTA). Use Wafeq from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 15 actions
- 4 triggers
- Starts with
New Contact - ZoftAgent or workflow decides what happens next
- Then in WafeqCreate Bill
- AndCreate Item
Zoft + Wafeq
What Zoft can do with Wafeq.
- 01Voice agentsA phone agent can use Wafeq actions such as Create Bill and Create Item during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Wafeq while it talks to the customer.
- 03WorkflowsStart a workflow when “New Contact” happens in Wafeq, or use Wafeq as any step on the canvas.
- 04AI employeesAn AI employee can find and use Wafeq actions on its own, and ask for your approval before it sends or changes anything important.
Actions 15
Things Zoft can do in Wafeq.
- List ItemsList products and services from your Wafeq catalog. Useful for syncing your catalog to a spreadsheet or another system.
- Create BillRecord a bill you received from a supplier (e.g. a vendor invoice you need to pay).
- Create ItemAdd a product or service to your Wafeq catalog. Catalog items can be quickly added to invoices, bills, and quotes without retyping descriptions or prices.
- Create QuoteSend a customer a quote (also called an estimate). Quotes can later be converted into an invoice with the "Convert Quote to Invoice" action.
- Find ContactSearch your Wafeq contacts by name, email, phone, or tax number. Useful for checking if a customer already exists before creating a new one.
- List AccountsList accounts from your Wafeq chart of accounts. Useful for exporting your chart of accounts or finding account IDs you need elsewhere.
- Create ContactAdd a new customer or supplier to your Wafeq address book so you can invoice them or record bills from them.
- Create InvoiceCreate a new sales invoice for a customer.
- Record PaymentRecord money received from a customer (paying an invoice) or money sent to a supplier (paying a bill).
- Custom API CallMake a custom API call to a specific endpoint
Show all 15Show fewer
- Create Credit NoteIssue 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.
- Download Invoice PDFDownload 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.
- Convert Quote to InvoiceTurn a customer-accepted quote into a real invoice. The new invoice copies the customer, line items, and totals from the quote.
- Create Simplified InvoiceCreate 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.
- Report Invoice to Tax AuthoritySubmit 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.
Triggers 4
Events in Wafeq that can start a workflow.
- New BillFires 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 ContactFires 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.
- New InvoiceFires 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 Payment ReceivedFires every time a payment is recorded in Wafeq. Great for celebrating revenue in Slack, triggering commission calculations, or sending the customer a receipt.
Setup
Connect Wafeq in three steps.
- 01ConnectChoose Wafeq in Connections and paste an API key from your Wafeq account.
- 02Put it to workAdd Wafeq as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More accounting integrations.
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FAQ
Wafeq on Zoft, answered.
What can Zoft do with Wafeq?
Zoft supports 15 actions and 4 triggers for Wafeq. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Wafeq to Zoft?
Choose Wafeq in Connections and paste an API key from your Wafeq account.
Can a voice agent or chat agent use Wafeq?
Yes. Once Wafeq is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Wafeq without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.