Wafeq
Cloud accounting software for invoicing, bills, expenses, and tax reporting (ZATCA, UAE FTA).
Connect it
In Keystile Automations → Connections → New connection, choose Wafeq and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Wafeq: 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).What it can do (15 actions)
| Action | What it does | Changes data |
|---|---|---|
| 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. | |
| Create Bill | Record a bill you received from a supplier (e.g. a vendor invoice you need to pay). | |
| Create Contact | Add a new customer or supplier to your Wafeq address book so you can invoice them or record bills from them. | |
| 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. | |
| Create Invoice | Create a new sales invoice for a customer. | |
| 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. | |
| 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. | |
| 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. | |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| 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. | |
| 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. | |
| List Accounts | List accounts from your Wafeq chart of accounts. Useful for exporting your chart of accounts or finding account IDs you need elsewhere. | |
| List Items | List products and services from your Wafeq catalog. Useful for syncing your catalog to a spreadsheet or another system. | |
| Record Payment | Record money received from a customer (paying an invoice) or money sent to a supplier (paying a bill). | |
| 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. |
Start a workflow when… (4 triggers)
- 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.
- 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.
How Keystile protects it
Every Wafeq action is checked before it runs, whether it comes from an AI tool or a workflow. 1 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Wafeq with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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