Capsule CRM + Wave Integration

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Popular Capsule CRM + Wave Workflows

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Wave + Capsule CRM Integration

Create Capsule CRM organisation from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a organisation profile in Capsule CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Capsule CRM and Wave!
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Wave + Capsule CRM Integration

Create Capsule CRM task for new Wave customer

With the growth of Wave, many companies are looking for ways to connect their Wave account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Capsule CRM every time a customer is created in Wave.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Wave + Capsule CRM Integration

Create Capsule CRM person for new Wave customer

If you are using Wave, then you may want to also use Capsule CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding person will be created in Capsule CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Wave + Capsule CRM Integration

Create Capsule CRM task for new Wave invoice

If you use Wave to manage your invoice, you can also use Capsule CRM to create and manage task associated with those invoice. Creating a task in Capsule CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Capsule CRM + Wave Integration

Create Wave customer from new Capsule CRM organisation

If you have created a organisation in Capsule CRM, it's important to create a customer in Wave. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Capsule CRM + Wave Integration

Create Wave order for new Capsule CRM opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Capsule CRM and Wave work together to make accounting and bookkeeping simple.

When you create a opportunity in Capsule CRM, it will automatically create an order in Wave. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Capsule CRM and Wave.
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Capsule CRM + Wave Integration

Create Wave customer for new Capsule CRM person

In order to keep your accounting and customer records in sync, when you create a person in Capsule CRM, this automation will automatically create a customer in Wave.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Capsule CRM and Wave!
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Capsule CRM + Wave Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule CRM
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave
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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

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Wave simplifies your finances by bringing together all your accounts, bills, expenses and invoices in one place. Get a complete view of your cash flow at a glance, and always know where you stand.

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