Follow Up Boss + Wave Integration

Integrate Follow Up Boss to Wave in one click, or tell Integrately AI how you want each contact handled. Create customers, generate invoices, track payment records, and update your financial books automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Follow Up Boss
    Contact is updated in Follow Up Boss Instant
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Add relationship in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • 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 Follow Up Boss + Wave Integration

Create customers, generate invoices, log payments, update records, and keep your finances in sync, all in just one click.

Most popular automationsmost-popular-automations
Wave + Follow Up Boss Integration

Create Follow Up Boss contact for new Wave customer

If you are using Wave, then you may want to also use Follow Up Boss 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 Follow Up Boss.

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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Follow Up Boss + Wave Integration

Create Wave customer for new Follow Up Boss contact

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

Create Wave order for new Follow Up Boss deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Follow Up Boss and Wave work together to make accounting and bookkeeping simple.

When you create a deal in Follow Up Boss, it will automatically create an order in Wave. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Follow Up Boss and Wave.
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Wave + Follow Up Boss Integration

Create Follow Up Boss task for new Wave invoice

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

Create Follow Up Boss 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 Follow Up Boss 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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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 Follow Up Boss + Wave flow

Connect email, calendar, and messaging tools to follow up with clients, schedule meetings, and notify your team after your financial workflows run. Pick a combination and activate it in one click.

Follow Up Boss
Wave
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GmailGmail (3)
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Google CalendarGoogle Calendar (3)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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DocuSignDocuSign (3)
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SlackSlack (3)
F
W
G
Send a welcome email in Gmail when a contact is created in Follow Up Boss and a customer is created in Wave
New contacts created in Follow Up Boss trigger a customer record in Wave and immediately receive a welcome email in Gmail, eliminating manual outreach delays.
W
F
G
Email an invoice notice in Gmail when an invoice is created in Wave and a task is created in Follow Up Boss
Invoice notices are emailed via Gmail and tracked in Follow Up Boss the moment an invoice is created in Wave, keeping client billing transparent.
W
F
G
Send a payment receipt notification in Gmail when a customer is created in Wave and a note is added in Follow Up Boss
New Wave customers trigger a confirmation note in Follow Up Boss and an accompanying receipt notice in Gmail for complete visibility.

Supported triggers and actions for Follow Up Boss and Wave

Mix and match to build the exact automation you need

Follow Up Boss
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
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Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
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Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
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Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
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Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
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Instant
Deal is updated in Follow Up Boss
Triggers the automation when a deal is updated
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Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
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Get contact by id in Follow Up Boss
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Add relationship in Follow Up Boss
Adds a new relationship.
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Search deal in Follow Up Boss
Retrieves and find a deal
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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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Create contact without triggering action plans in Follow Up Boss
Adds new contact without initiating any automated follow-up sequences
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Search contact in Follow Up Boss
Finds and retrieves contact information
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Add tags to a contact in Follow Up Boss
Adds tags to a contact
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Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
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Reassign agent in Follow Up Boss
Reassigns the task to a different agent
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Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
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Create note in Follow Up Boss
Creates a new note in the particular format
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Create deal in Follow Up Boss
Generates a new deal with
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Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
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Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
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Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
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Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
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Create task in Follow Up Boss
Creates a new task
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Log call in Follow Up Boss
Record and save call details for future reference
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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 Follow Up Boss + Wave?

Connect your CRM and accounting platforms to handle customer creation, invoice generation, and record updates without manual effort.

What you can automate?
๐Ÿ”„
Sync new contacts into Wave customer profiles
Automatically create a customer in Wave the moment a contact is created in Follow Up Boss. Eliminate manual re-typing and keep your billing directory fully aligned with your CRM.
๐Ÿงพ
Generate invoices from deal updates
Trigger invoice creation in Wave whenever deals or milestones are updated in Follow Up Boss. Ensure timely client billing without switching between platforms.
๐Ÿ””
Alert your team instantly on new records
Notify your finance or sales channel in Slack the moment a customer is created in Wave or a contact is updated in Follow Up Boss. Keep everyone informed in real time.
๐Ÿ”€
Route records based on contact tags
Apply conditional logic to handle hot leads differently from standard inquiries, creating specific tasks and estimates based on submitted field data.
๐Ÿ“
Keep CRM notes and financial records current
Update customer details and log activity notes across both Follow Up Boss and Wave automatically as client information evolves.
๐Ÿ”
Search and update existing profiles
Lookup existing customer records before creating new ones to prevent duplicate profiles and maintain clean data across your entire tech stack.
๐Ÿ’ณ
Manage billing and payment milestones
Handle invoice creation, estimate generation, and payment transaction logging smoothly as deals move through your pipeline stages.
๐ŸŒ
Extend workflows with communication tools
Trigger emails in Gmail, schedule meetings in Google Calendar, or send updates in Slack after your Follow Up Boss and Wave automation runs.
And much more...

Who is Follow Up Boss + Wave integration for?

Real estate professionals, sales teams, and finance specialists save countless hours by eliminating manual data entry between their CRM and accounting systems.

Finance directors and accountants
Finance directors and accountants
Sales managers
Sales managers
Client success leads
Client success leads
Operations coordinators
Operations coordinators
Account executives
Account executives
Real estate agents
Real estate agents
๐Ÿ“ˆ
Finance directors and accountants
You rely on accurate transaction figures to report on cash flow, but manual invoice logging leaves your financial summaries out of date โ€” this integration means every new sale updates your records instantly and your reports stay accurate.
โšก
Sales managers
You need to track lead progression and billing milestones immediately, but delayed data entry causes your team to miss crucial follow-up windows โ€” automating both apps means customer records and invoices sync instantly so your team can act fast.
๐Ÿค
Client success leads
You answer to stakeholders who want transparent progress updates on new client accounts, but manual reporting creates communication gaps โ€” with this integration, customer creation and financial updates are logged automatically without missing a step.
๐Ÿ“Š
Operations coordinators
The volume of new client contacts and billing entries is too high for your staff to keep up with by hand, leading to costly data discrepancies โ€” connecting these apps means every submission flows into your accounting and CRM platforms without manual intervention.
๐Ÿ’ผ
Account executives
You own the client relationship and depend on upstream lead creation to initiate invoicing, but manual handoffs cause frustrating delays โ€” automating both apps means your customer accounts and deal stages update seamlessly the moment a deal progresses.
๐Ÿ—‚๏ธ
Real estate agents
You need a reliable history of every client interaction and financial transaction, but fragmented systems leave noticeable gaps in your records โ€” this integration means every contact update and invoice is captured accurately in one unified timeline.
Our team

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Why choose Integrately to automate Follow Up Boss + Wave

Build and manage your Follow Up Boss + 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 Follow Up Boss + 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 โ€” 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?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Follow Up Boss to Wave?
Frequently Asked Questions
You can connect Follow Up Boss to Wave using 1-click ready automations or by using Integrately AI to build custom flows. You can also integrate apps like Gmail, Google Calendar, and Slack effortlessly.
Can I automatically create a Wave customer when a contact is created in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Wave?
Frequently Asked Questions
How does Follow Up Boss handle contact updates in this integration?
Frequently Asked Questions
Can Wave invoices trigger actions in Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Wave?
Frequently Asked Questions
Is the Follow Up Boss and Wave integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Wave With 1500+ Other Apps

Follow Up Boss
Popular Follow Up Boss Integrations
Connect Follow Up Boss with CRMs, communication tools, and lead capture software to manage and follow up on your client pipeline.
Wave
Popular Wave Integrations
Sync Wave with invoicing tools, payment gateways, and reporting platforms to keep your financial data working across your tech stack.
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