EspoCRM + Wave Integration

Integrate EspoCRM to Wave in one click, or tell Integrately AI how you want each contact handled. Create customers, generate invoices, update records, and log transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM
  • 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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Ready Workflows Ready Workflows for EspoCRM + Wave Integration

Capture contacts, create customers, generate invoices, update transaction records, and send notifications, all in just one click.

Most popular automationsmost-popular-automations
Wave + EspoCRM Integration

Create EspoCRM contact for new Wave customer

If you are using Wave, then you may want to also use EspoCRM 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 EspoCRM.

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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EspoCRM + Wave Integration

Create Wave customer for new EspoCRM contact

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

Create EspoCRM task for new Wave invoice

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

Create EspoCRM 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 EspoCRM 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + Wave flow

Sync customer data, notify your team, and manage follow-ups across your broader stack. Pick a combination and activate it in one click.

EspoCRM
Wave
+
StripeStripe (5)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
E
W
S
Add every new EspoCRM contact as a customer in Wave, and create a customer record in Stripe
New EspoCRM contacts become customers in Wave and Stripe instantly, keeping your billing and CRM platforms aligned without manual data entry.
W
S
E
When an invoice is created in Wave, create a payment record in Stripe and update the account in EspoCRM
Wave invoices trigger payment setup in Stripe and update EspoCRM accounts automatically, keeping your finance and sales teams informed.
W
E
S
If a Wave customer is created, search for the contact in EspoCRM and create a subscription in Stripe
New Wave customers trigger subscription setup in Stripe and link back to your EspoCRM records without manual lookups.
S
E
W
Use ChatGPT to analyse Stripe payment failures, update the EspoCRM account, and create a reminder invoice in Wave
ChatGPT evaluates failed Stripe payments, updates EspoCRM records with the findings, and generates a follow-up invoice in Wave.
S
W
E
S
Turn every successful Stripe charge into a Wave money transaction, update the EspoCRM opportunity, and notify your finance team on Slack
Successful Stripe charges log money transactions in Wave, update EspoCRM opportunities, and alert your finance team on Slack.

Supported triggers and actions for EspoCRM and Wave

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
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Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with EspoCRM + Wave?

Streamline your workflow by syncing customer records, invoices, and financial data between EspoCRM and Wave automatically.

What you can automate?
🔄
Sync new CRM contacts to financial profiles
Create a customer in Wave automatically whenever a new contact is created in EspoCRM. Eliminate manual data entry and keep your billing and CRM systems perfectly aligned.
📋
Capture every submitted invoice field
Map all available Wave invoice line items and customer details directly into your EspoCRM account records. Your CRM becomes a comprehensive source for client billing history.
🔔
Alert your team on Slack instantly
Send immediate notifications to your finance or sales channel whenever a new invoice is created in Wave or a contact is updated in EspoCRM.
🔀
Route records based on submitted tier
Trigger different actions depending on whether an EspoCRM contact or account is marked as enterprise or standard tier. Handle VIP clients with custom workflows.
🔄
Keep account records updated continuously
Update EspoCRM accounts automatically whenever billing milestones or invoice statuses change in Wave. Ensure your sales team always sees current financial data.
🔍
Search and update instead of duplicating
Check if a contact or customer already exists before creating a new record. Prevent duplicate entries across EspoCRM and Wave with smart search logic.
Handle later billing and payment events
Manage invoice creation, payment status changes, and customer updates automatically as accounts move through their financial lifecycle.
🔌
Extend your workflow with Slack
Connect your EspoCRM and Wave automation with Slack to notify team members and post updates right where your team collaborates.
And much more...

Who is EspoCRM + Wave integration for?

Connecting EspoCRM and Wave eliminates manual data entry between your CRM and financial system, helping teams keep customer records and cash flow aligned.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Directors
Operations Directors
Customer Success Leads
Customer Success Leads
Business Owners
Business Owners
📈
Finance Managers
You're reviewing revenue reports every week but your CRM customer data only updates when someone manually exports records, so the totals you're reconciling against are always out of sync — with this integration, every new contact and transaction matches instantly and your financial data stays current.
Sales Representatives
You close deals in EspoCRM but need to wait for billing setup in Wave before onboarding clients, so your kickoff delays frustrate new buyers — automating both apps means customer profiles and invoices are generated the moment a deal progresses, speeding up your entire sales cycle.
🤝
Account Managers
You answer to clients who want to verify their billing history and account status immediately, but checking separate systems slows down your replies — connecting these apps means your CRM and financial records mirror each other, giving you instant answers for every client inquiry.
🔄
Operations Directors
The volume of incoming leads and customer invoices is too high for your team to keep up with manual record-keeping, so duplicate entries and billing gaps keep appearing — automating both apps means every contact and invoice flows without manual intervention.
📋
Customer Success Leads
You own the onboarding stage and depend on sales to hand over billing details before you can engage new accounts, but handoff delays stall your work — this integration means customer creation happens automatically across your CRM and billing tools right from the start.
🔍
Business Owners
You need a reliable history of customer relationships and cash flow to make strategic decisions, but fragmented tools leave gaps in your audit trail — automating both apps means every customer interaction and financial transaction is logged accurately and permanently.
Our team

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Why choose Integrately to automate EspoCRM + Wave

Build and manage your EspoCRM + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect EspoCRM to Wave?
Frequently Asked Questions
You can connect EspoCRM to Wave in one click using ready-made templates or ask Integrately AI to build the workflow. It links EspoCRM and Wave alongside apps like Slack and Google Sheets without coding.
Can I automatically create a customer in Wave when a new contact is added in EspoCRM?
Frequently Asked Questions
Can I connect EspoCRM, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Wave?
Frequently Asked Questions
How does EspoCRM handle data synchronisation with Wave?
Frequently Asked Questions
Can Wave invoices update my EspoCRM account records?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Wave?
Frequently Asked Questions
Is the EspoCRM and Wave integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Wave With 1500+ Other Apps

EspoCRM
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Wave
Popular Wave Integrations
Sync Wave with accounting, reporting, and invoicing tools to keep your financial stack working together.
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