Firmao + Wave Integration

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Firmao + Wave Integration

Create Wave customer from new Firmao customer

If you have created a customer in Firmao, 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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Wave + Firmao Integration

Create Firmao customer 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 customer profile in Firmao whenever an invoice is created.

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

Create Firmao task for new Wave invoice

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

Create Firmao 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 Firmao 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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Firmao + Wave Integration
1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
  • 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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