EspoCRM + Wave Integration

Connect EspoCRM to Wave - Automate your workflows in 1-click

Make use of EspoCRM 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. Combine the benefits of both with Integrately’s EspoCRM + Wave integration.
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most-popular-automations
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 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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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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EspoCRM + Wave Integration
1.
  • EspoCRM
    Contact is created in EspoCRM

    Triggers the automation when a new contact is created

    Instant
  • EspoCRM
    Contact is deleted in EspoCRM

    Triggers the automation when a contact is removed from the particular list

    Instant
  • EspoCRM
    Contact is updated in EspoCRM

    Triggers the automation when a contact is updated

    Instant
  • EspoCRM
    Task is created in EspoCRM

    Triggers the automation when a new task is created

    Instant
  • EspoCRM
    Task is updated in EspoCRM

    Triggers the automation when any task is updated

    Instant
  • EspoCRM
    Task is deleted in EspoCRM

    Triggers the automation when a task is deleted

    Instant
  • EspoCRM
    Account is created in EspoCRM

    Triggers the automation when a new account is created

    Instant
  • EspoCRM
    Opportunity is created in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Meeting is created in EspoCRM

    Triggers the automation when a new meeting is scheduled

    Instant
  • EspoCRM
    Opportunity is updated in EspoCRM

    Triggers the automation when any opportunity is updated

    Instant
  • EspoCRM
    Case is created in EspoCRM

    Triggers the automation when a new case is created

    Instant
  • EspoCRM
    Account is updated in EspoCRM

    Triggers the automation when an account is updated

    Instant
  • EspoCRM
    Account is deleted in EspoCRM

    Triggers the automation when an account is deleted

    Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM

    Triggers the automation when any opportunity is deleted

    Instant
  • EspoCRM
    Case is updated in EspoCRM

    Triggers the automation when any case is updated

    Instant
  • EspoCRM
    Case is deleted in EspoCRM

    Triggers the automation when any case is deleted

    Instant
  • EspoCRM
    Meeting is updated in EspoCRM

    Triggers the automation when the details of any meeting are updated

    Instant
  • EspoCRM
    Meeting is deleted in EspoCRM

    Triggers the automation when a meeting is deleted

    Instant
  • EspoCRM
    Lead is updated in EspoCRM

    Triggers the automation when the lead information is updated

    Instant
  • EspoCRM
    Lead is created in EspoCRM

    Triggers the automation when a new lead is created

    Instant
  • EspoCRM
    Lead is deleted in EspoCRM

    Triggers the automation when a lead is removed from the system

    Instant
  • EspoCRM
    Call is created in EspoCRM

    Triggers the automation when a new call is made

    Instant
  • EspoCRM
    Call record is updated in EspoCRM

    Triggers the automation when call details are modified

    Instant
  • EspoCRM
    Call is deleted in EspoCRM

    Triggers the automation when a call is deleted from the log

    Instant
  • Wave
    Invoice is created in Wave

    Triggers the automation when any invoice is added or modified

  • Wave
    Customer is created in Wave

    Triggers the automation when a new customer is created

2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM

    Adds a new contact to the database

  • EspoCRM
    Search contact in EspoCRM

    Finds and retrieves contact information

  • EspoCRM
    Update contact in EspoCRM

    Updates contact information with new details

  • EspoCRM
    Delete contact in EspoCRM

    Removes a contact from the address book

  • EspoCRM
    Create lead in EspoCRM

    Generates new leads for potential customers

  • EspoCRM
    Search lead email in EspoCRM

    Searches for a lead's email

  • EspoCRM
    Update lead in EspoCRM

    Updates the lead information

  • EspoCRM
    Delete lead in EspoCRM

    Removes a lead from the database

  • EspoCRM
    Create task in EspoCRM

    Creates a new task

  • EspoCRM
    Create account in EspoCRM

    Generates a new account

  • EspoCRM
    Create case in EspoCRM

    Generates a new case entry

  • EspoCRM
    Create meeting in EspoCRM

    Schedule a meeting

  • EspoCRM
    Search account in EspoCRM

    Searches for account information

  • EspoCRM
    Update account in EspoCRM

    Updates account information

  • EspoCRM
    Delete opportunity in EspoCRM

    Removes a opportunity from the system

  • EspoCRM
    Delete meeting in EspoCRM

    Removes a scheduled meeting from the calendar

  • EspoCRM
    Create opportunity in EspoCRM

    Creates a new instance of the support system

  • EspoCRM
    Search opportunity in EspoCRM

    Searches for a opportunity

  • EspoCRM
    Search meeting in EspoCRM

    Searches for a meeting

  • EspoCRM
    Update opportunity in EspoCRM

    Updates the opportunity details as needed

  • EspoCRM
    Update meeting in EspoCRM

    Updates meeting details

  • EspoCRM
    Search case in EspoCRM

    Searches for a case record

  • EspoCRM
    Update case in EspoCRM

    Updates case details

  • EspoCRM
    Delete account in EspoCRM

    Removes an account and all associated data from the system

  • EspoCRM
    Delete case in EspoCRM

    Removes the particular case from the system

  • EspoCRM
    Create call in EspoCRM

    Initiates a call to the recipient

  • EspoCRM
    Search call in EspoCRM

    Searches for a call

  • EspoCRM
    Update call in EspoCRM

    Updates call information

  • EspoCRM
    Delete call in EspoCRM

    Deletes a call entry from the database

  • Wave
    Create invoice in Wave

    Generates invoices for sales transactions

  • Wave
    Create customer in Wave

    Adds a new customer to the database

  • Wave
    Search customer in Wave

    Locates and retrieves customer information

  • Wave
    Create Money Transaction in Wave

    Creates a new money transaction

  • Wave
    Create Money Deposit Transaction in Wave

    Creates a new money deposit transaction

  • Wave
    Update customer in Wave

    Updates a customer's information

  • Wave
    Update product in Wave

    Updates product information

  • Wave
    Create product in Wave

    Generates and launch new products

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