
Popular Insightly + Wave Workflows


Create Insightly organisation from new Wave invoice
Thankfully, there is! Just setup this automation to stay organized and streamlined with Insightly and Wave!

Create Insightly task for new Wave customer
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.

Create Insightly contact for new Wave customer
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?

Create Insightly task for new Wave invoice
You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

Create Insightly opportunity for new Wave invoice

Create Wave customer for new Insightly contact
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 Insightly and Wave!
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You Can Also Connect Insightly or Wave With 1200+ Other Apps

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
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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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