When Contact is created in Clio, create Customer in Wave
When Contact is created in Clio, create Customer in Wave
Clio + Wave Integration
Connect Clio to Wave in 1 click
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Popular Clio + Wave Workflows
Create Clio 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 Clio whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Wave!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Wave!
Create Clio contact for new Wave customer
If you are using Wave, then you may want to also use Clio 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 Clio.
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?
See moreThis 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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Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
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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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