Capsule CRM + Wave Integration

Connect Capsule CRM to Wave - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Wave automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & Wave using Integrately.
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Ready Workflows For Capsule CRM + Wave Integration

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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

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • Wave
    Invoice is created in Wave

    Triggers the automation whenever any invoice is added or modified

  • Wave
    Customer is created in Wave

    Triggers the automation whenever a new customer is created

2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • Wave
    Create invoice in Wave

    Automatically generates and launch new products

  • Wave
    Create customer in Wave

    Automatically generates invoices for sales transactions

  • Wave
    Search customer in Wave

    Automatically locate and retrieve customer information

  • Wave
    Create Money Transaction in Wave

    Automatically creates a new money transaction

  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave

    Automatically updates a customer's information

  • Wave
    Update product in Wave

    Triggers the automation whenever a WhatsApp event is received

  • Wave
    Create product in Wave

    Automatically creates a new money deposit transaction

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Integrate Capsule CRM & Wave In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Capsule CRM or Wave With 1200+ Other Apps

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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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