Salesmate + Wave Integration

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Popular Salesmate + Wave Workflows

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Salesmate + Wave Integration

Create Wave customer from new Salesmate company

If you have created a company in Salesmate, it's important to create a customer in Wave. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Salesmate + Wave Integration

Create Wave order for new Salesmate deal

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

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

Create Wave customer for new Salesmate contact

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

Create Salesmate company from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a company profile in Salesmate whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Salesmate and Wave!
Wave + Salesmate Integration

Create Salesmate contact for new Wave customer

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

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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Salesmate + Wave Integration
1.
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate
  • 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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