Projekly + Wave Integration

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Popular Projekly + Wave Workflows

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Projekly + Wave Integration

Create Wave customer for new Projekly client

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

Create Projekly task for new Wave customer

If you're using Wave and Projekly to manage your work, you'll want to make sure that customer-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!
Wave + Projekly Integration

Create Projekly client for new Wave customer

If you are using Wave, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding client will be created in Projekly.

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 + Projekly Integration

Create Projekly task for new Wave invoice

If you use Wave to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly 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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Projekly + Wave Integration
1.
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • Projekly
    Create task in Projekly
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
  • 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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