Microsoft Office 365 + Wave Integration

Integrate Microsoft Office 365 to Wave in one click, or tell Integrately AI how you want each contact handled. Create customers from new contacts, sync account details, alert your team, and trigger follow-ups automatically.

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1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.

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Ready Workflows Ready Workflows for Microsoft Office 365 + Wave Integration

Capture contacts, create customers, sync account details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Wave + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Wave customer

If you are using Wave, then you may want to also use Microsoft Office 365 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 Microsoft Office 365.

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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Microsoft Office 365 + Wave Integration

Create Wave customer for new Microsoft Office 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Office 365, 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 Microsoft Office 365 and Wave!
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Connect more apps to your Microsoft Office 365 + Wave flow

Teams usually want to notify colleagues, log deals, or send emails once contacts and invoices are synced. Pick a combination and activate it in one click.

Microsoft Office 365
Wave
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GmailGmail (4)
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StripeStripe (4)
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SlackSlack (4)
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HubSpotHubSpot (4)
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QuickBooks OnlineQuickBooks Online (4)
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Google DriveGoogle Drive (4)
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Create a Wave customer from every new Microsoft Office 365 contact, and send a welcome email in Gmail.
New Microsoft Office 365 contacts automatically generate a corresponding customer profile in Wave while sending a personalised welcome email via Gmail.
W
G
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Send a follow-up email in Gmail when a new Wave invoice is created, and log the interaction in Microsoft Office 365.
Notify clients promptly via Gmail when an invoice is issued in Wave and keep your Microsoft Office 365 records aligned.
M
W
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Create a Wave customer when a Microsoft Office 365 email is received, and notify your support team in Gmail.
Turn incoming Microsoft Office 365 emails into Wave customer records while alerting your support team through Gmail.
W
M
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Search for a Microsoft Office 365 contact when a Wave customer is created, and send a summary email in Gmail.
Verify customer records between Microsoft Office 365 and Wave, then email a summary report using Gmail.

Supported triggers and actions for Microsoft Office 365 and Wave

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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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 Microsoft Office 365 + Wave?

Streamline your client onboarding and financial workflows by connecting Microsoft Office 365 and Wave directly.

What you can automate?
🔄
Create Wave customers from Microsoft Office 365 contacts
Automatically establish a new customer profile in Wave the moment a contact is created in Microsoft Office 365. Eliminate manual data entry and keep your accounts aligned.
📝
Capture every submitted contact field
Map names, email addresses, phone numbers, and company details directly into Wave customer profiles instead of transferring basic information by hand.
📢
Notify your team immediately
Send instant notifications to your finance or sales team when new customers or invoices are generated across Microsoft Office 365 and Wave.
🔀
Route workflows based on submitted fields
Execute different follow-up actions depending on the specific attributes or categories submitted in your Microsoft Office 365 contact forms.
🔄
Keep financial records up to date
Automatically synchronize contact edits and invoice status changes between Microsoft Office 365 and Wave without missing a beat.
🔍
Prevent duplicate customer records
Search existing database entries before creating new Wave profiles to ensure your financial ledger stays clean and organized.
💳
Handle later billing status changes
Manage paid invoices, refunded transactions, and updated customer statuses seamlessly as they move through your financial pipeline.
🔗
Extend your workflow to Slack
Connect your core Microsoft Office 365 and Wave processes with Slack to broadcast real-time operational updates to your team.
And much more...

Who is Microsoft Office 365 + Wave integration for?

Connecting Microsoft Office 365 and Wave removes manual entry for finance and sales teams, ensuring customer and billing data never falls out of sync.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Teams
Operations Teams
Billing Specialists
Billing Specialists
Customer Success Leads
Customer Success Leads
📊
Finance Managers
You report on revenue figures and financial metrics from Wave, but your contacts live in Microsoft Office 365, so the numbers in your reports are always lagging behind — with this integration, every new contact becomes a customer instantly and your financial pipeline stays current.
Sales Representatives
You need to act fast on new client sign-ups, but billing notifications in Wave arrive too late for your outreach schedule — with this integration, every new interaction triggers instant customer creation and your follow-up sequence starts immediately.
📋
Account Managers
You answer to clients who want immediate confirmation of their billing and account setup, but manual data transfers cause delays — with this integration, every invoice and customer record is created instantly and client onboarding runs without friction.
📈
Operations Teams
The volume of client contacts and invoices is too high for anyone to keep up by hand, leading to missed billing entries — with this integration, every record moves between Microsoft Office 365 and Wave automatically without human error.
🤝
Billing Specialists
You depend on sales team members to hand over contact details before you can issue invoices in Wave, causing bottlenecks — with this integration, customer profiles are generated the moment contacts are created in Microsoft Office 365.
🗂️
Customer Success Leads
You need a reliable history of client onboarding and billing milestones, but keep finding gaps between your email logs and financial accounts — with this integration, every customer and invoice creates a complete audit trail.
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Why choose Integrately to automate Microsoft Office 365 + Wave

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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?

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Frequently Asked Questions

How do I connect Microsoft Office 365 to Wave?
Frequently Asked Questions
You can connect Microsoft Office 365 to Wave instantly using 1-click ready templates or by using Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically create Wave customers from new Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Wave?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation triggers here?
Frequently Asked Questions
Can Wave invoices trigger updates in Microsoft Office 365?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Wave?
Frequently Asked Questions
Is the Microsoft Office 365 and Wave integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Wave With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
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Wave
Popular Wave Integrations
Sync Wave with payment gateways, expense trackers, and reporting tools to keep your financial stack working across your business.
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