Integrate Clientify to Wave in one click, or tell Integrately AI how you want each deal handled. Generate invoices, update customer records, log transactions, and notify your team automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clientify + Wave flow
Connect email, billing, marketing, spreadsheets, messaging, and scheduling tools to extend your automation flow. Pick a combination and activate it in one click.
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Gmail (4)
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Stripe (4)
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Mailchimp (4)
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Google Sheets (4)
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Slack (4)
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Calendly (4)
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Create a Wave invoice whenever a new Clientify deal is created, and send a confirmation email via Gmail.
New Clientify deals trigger instant Wave invoices and confirmation emails in Gmail, eliminating manual billing delays.
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When a Clientify deal stage is updated, update the Wave customer record and notify your team via Gmail.
Deal updates in Clientify automatically refresh Wave customer details and alert your team through Gmail.
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If a new Clientify deal is created with a high value, create a Wave invoice and send an alert via Gmail.
High-value deals in Clientify instantly generate Wave invoices and priority alerts in Gmail.
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Use Claude to summarise new Clientify deal notes, create a Wave invoice, and send the brief via Gmail.
Claude summarises Clientify deal notes to generate Wave invoices and dispatch briefs through Gmail.
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Create a Stripe customer for every new Clientify contact, and add them as a customer in Wave.
New Clientify contacts instantly populate Stripe and Wave with matching customer profiles.
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When a Stripe payment succeeds, log a money transaction in Wave and update the deal in Clientify.
Successful Stripe payments automatically record Wave transactions and update Clientify deals.
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If a new Stripe subscription is created, create a contact in Clientify and generate a Wave invoice.
New Stripe subscriptions automatically establish Clientify contacts and generate Wave invoices.
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Use ChatGPT to categorise Stripe payment failures, update the Clientify deal, and log a transaction in Wave.
ChatGPT categorises Stripe payment failures to update Clientify deals and record transactions in Wave.
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Add every new Clientify contact to your Mailchimp audience, and create a corresponding customer in Wave.
New Clientify contacts sync instantly to Mailchimp mailing lists and Wave customer databases.
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When a Mailchimp subscriber updates their profile, update the Clientify contact and update the Wave customer.
Automatically create a new invoice in Wave whenever a deal is created or updated in Clientify. Your billing department gets immediate notice without manual data transfers.
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Sync customer profiles across platforms
Capture contact details and company profiles from Clientify and create matching customer accounts in Wave. Eliminate duplicate data entry across your business tools.
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Alert your finance team instantly
Notify team members in Slack or Gmail the moment a new invoice is generated or a transaction is logged. Keep stakeholders informed without switching between apps.
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Route transactions based on deal value
Apply conditional rules to generate estimates for standard prospects or direct invoices for enterprise deals. Customise your financial workflow based on submitted criteria.
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Keep records updated as deals change
Update customer details and transaction states in Wave whenever deal stages or contact information change in Clientify. Maintain consistent records across systems.
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Search and update existing accounts
Search for existing customer records before creating new entries to prevent duplicate accounts. Keep your database clean and organised automatically.
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Log financial transactions seamlessly
Record money transactions and deposits in Wave in response to sales events and deal updates in Clientify. Keep your cash flow view accurate at a glance.
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Extend your workflow to Google Sheets
Log every Clientify contact and Wave invoice into Google Sheets to maintain custom tracking reports. Extend your core automation with supporting tools easily.
And much more...
Who is Clientify + Wave integration for?
Sales managers and financial controllers eliminate manual data entry, bridging CRM pipelines and accounting records to maintain absolute accuracy.
Financial controllers
Sales operations teams
Client account managers
High-volume sales agencies
Billing specialists
Business owners
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Financial controllers
You rely on accurate invoice tracking and transaction records to report on revenue, but manual data entry between your sales tools and accounting software leaves your cash flow reports outdated โ this integration means every new deal and transaction syncs instantly and your financial records stay current.
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Sales operations teams
You need to issue billing and estimates the moment a deal closes, but waiting for manual handovers between sales and finance delays customer onboarding โ automating both apps means invoices are generated instantly and your pipeline moves without friction.
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Client account managers
You answer to clients who expect prompt billing documents and accurate contact details after every agreement, but manual copying leads to embarrassing errors โ with this integration, customer profiles and invoices are created automatically without mistakes.
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High-volume sales agencies
Your team closes dozens of deals daily, making it impossible for staff to manually generate invoices and update accounting records without falling behind โ connecting these apps means high transaction volumes are handled effortlessly and nothing slips through the cracks.
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Billing specialists
You own the invoicing process and depend on sales reps to hand over deal details before you can bill clients, but incomplete CRM records stall your work โ automating both apps means invoice details arrive the moment deals are created so you can bill immediately.
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Business owners
You need a reliable audit trail linking your sales pipeline to your accounting books, but manual record-keeping creates gaps in your financial history โ connecting these apps means every contact, deal, and invoice forms a complete history.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clientify + Wave
Build and manage your Clientify + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clientify + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect Clientify to Wave in one click using pre-built templates or by asking Integrately AI to configure your automation. It also integrates smoothly with Gmail, Slack, and Google Sheets for multi-step workflows.
Can I automatically create Wave invoices when a new Clientify deal is created?
You can connect Clientify, Wave, and Gmail together in a single workflow. The process triggers from Clientify, creates records in Wave, and sends notification emails via Gmail, alongside 1,500+ other apps.
What is a good Zapier alternative for Clientify and Wave?
Integrately is a great alternative for connecting Clientify and Wave, offering 20 million+ ready automation templates, 24/5 live chat support, and 3x to 10x lower cost.
How are contacts synced between Clientify and Wave?
Contacts created in Clientify can automatically populate matching customer accounts in Wave. There is a ready template โ start from the Clientify and Wave integration.
Can I update deal stages in Clientify when Wave invoices are created?
Wave invoice creation can trigger updates to related deal stages in Clientify. There is a ready template โ start from the Clientify and Wave integration.
Do I need coding skills to automate Clientify and Wave?
Connecting Clientify and Wave requires no coding knowledge. You can use ready automation templates or build custom multi-step workflows with Integrately AI.
Is the Clientify and Wave integration free?
The Clientify and Wave integration is available on Integrately with a free forever plan so you can start automating immediately.
Didn't find the answer you were looking for?
No worries โ just send us a message and weโll get back to you as soon as possible.
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