Moxie + Wave Integration

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Moxie + Wave Integration

Create Wave order for new Moxie deal

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

When you create a deal in Moxie, 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 Moxie and Wave.
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Moxie + Wave Integration

Create Wave customer for new Moxie contact

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

Create Moxie contact for new Wave customer

If you are using Wave, then you may want to also use Moxie 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 Moxie.

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 + Moxie Integration

Create Moxie task for new Wave invoice

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

Create Moxie 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 Moxie 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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Moxie + Wave Integration
1.
  • Moxie
    Project is updated in Moxie Instant
  • Moxie
    Client is deleted in Moxie Instant
  • Moxie
    Invoice is sent in Moxie Instant
  • Moxie
    Payment is recieved in Moxie Instant
  • Moxie
    Form is completed in Moxie Instant
  • Moxie
    Agreement is sent in Moxie Instant
  • Moxie
    Agreement is viewed in Moxie Instant
  • Moxie
    Agreement is signed in Moxie Instant
  • Moxie
    Meeting is scheduled in Moxie Instant
  • Moxie
    Meeting is updated in Moxie Instant
  • Moxie
    Meeting is cancelled in Moxie Instant
  • Moxie
    Opportunity is created in Moxie Instant
  • Moxie
    Opportunity is updated in Moxie Instant
  • Moxie
    Opportunity is deleted in Moxie Instant
  • Moxie
    Project is created in Moxie Instant
  • Moxie
    Client is updated in Moxie Instant
  • Moxie
    Project is completed in Moxie Instant
  • Moxie
    Task is created in Moxie Instant
  • Moxie
    Task is updated in Moxie Instant
  • Moxie
    Task needs approval in Moxie Instant
  • Moxie
    Task is deleted in Moxie Instant
  • Moxie
    Time entry is created in Moxie Instant
  • Moxie
    Time entry is updated in Moxie Instant
  • Moxie
    Time entry is deleted in Moxie Instant
  • Moxie
    Ticket is created in Moxie Instant
  • Moxie
    Ticket is updated in Moxie Instant
  • Moxie
    Ticket is closed in Moxie Instant
  • Moxie
    Ticket is deleted in Moxie Instant
  • Moxie
    Comment is added on ticket in Moxie Instant
  • Moxie
    Client is created in Moxie Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • Moxie
    Create client in Moxie
  • Moxie
    Search client in Moxie
  • Moxie
    Create contact in Moxie
  • Moxie
    Search contact in Moxie
  • Moxie
    Create project in Moxie
  • Moxie
    Create task in Moxie
  • Moxie
    Approve task/deliverable in Moxie
  • Moxie
    Create ticket in Moxie
  • Moxie
    Create comment on ticket in Moxie
  • Moxie
    Create time entry in Moxie
  • Moxie
    Create invoice in Moxie
  • Moxie
    Apply payment to invoice in Moxie
  • Moxie
    Create or update calendar event in Moxie
  • Moxie
    Delete calendar event in Moxie
  • Moxie
    Create expense in Moxie
  • Moxie
    Create form submission in Moxie
  • Moxie
    Create opportunity in Moxie
  • 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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