CATS + Wave Integration

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CATS + Wave Integration

Create Wave customer from new CATS company

If you have created a company in CATS, 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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CATS + Wave Integration

Create Wave customer for new CATS contact

In order to keep your accounting and customer records in sync, when you create a contact in CATS, 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 CATS and Wave!
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Wave + CATS Integration

Create CATS contact for new Wave customer

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

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 + CATS Integration

Create CATS company 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 company profile in CATS whenever an invoice is created.

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

Create CATS task for new Wave invoice

If you use Wave to manage your invoice, you can also use CATS to create and manage task associated with those invoice. Creating a task in CATS 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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Wave + CATS Integration

Create CATS 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 CATS 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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CATS + Wave Integration
1.
  • CATS
    Candidate is added to a job in CATS Instant
  • CATS
    Candidate is created in CATS Instant
  • CATS
    Job is created in CATS Instant
  • CATS
    Job status is changed in CATS Instant
  • CATS
    Candidate is updated in CATS Instant
  • CATS
    Pipeline is updated in CATS Instant
  • CATS
    User is updated in CATS Instant
  • CATS
    Contact is created in CATS Instant
  • CATS
    Contact status is changed in CATS Instant
  • CATS
    Contact is updated in CATS Instant
  • CATS
    Company status is changed in CATS Instant
  • CATS
    Company is updated in CATS Instant
  • CATS
    Company is created in CATS Instant
  • CATS
    Activity is created in CATS Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • CATS
    Create candidate in CATS
  • CATS
    Create job in CATS
  • CATS
    Search candidate in CATS
  • CATS
    Search company in CATS
  • CATS
    Search Job in CATS
  • CATS
    Create contact in CATS
  • CATS
    Search contact in CATS
  • CATS
    Create task in CATS
  • CATS
    Create company in CATS
  • 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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