Solve CRM + Wave Integration

Integrate Solve CRM to Wave in one click, or tell Integrately AI how you want each contact handled. Create financial records, sync customer accounts, update billing profiles, and manage invoices automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • 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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Ready Workflows Ready Workflows for Solve CRM + Wave Integration

Create customer accounts, generate invoices, log payments, update financial profiles, and sync records, all in just one click.

Most popular automationsmost-popular-automations
Wave + Solve CRM Integration

Create Solve CRM contact for new Wave customer

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

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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Solve CRM + Wave Integration

Create Wave customer for new Solve CRM contact

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

Create Wave customer from new Solve CRM company

If you have created a company in Solve CRM, 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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Wave + Solve CRM Integration

Create Solve CRM 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 Solve CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Solve CRM and Wave!
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Got a different task in mind? Describe it

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Connect more apps to your Solve CRM + Wave flow

Connect payment processors, communication tools, scheduling software, spreadsheets, and marketing platforms to extend your workflow. Pick a combination and activate it in one click.

Solve CRM
Wave
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StripeStripe (4)
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GmailGmail (4)
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CalendlyCalendly (4)
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SlackSlack (4)
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Google SheetsGoogle Sheets (4)
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MailchimpMailchimp (4)
S
W
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When a new Stripe customer is created, create a customer in Wave and add a company in Solve CRM.
New Stripe customers automatically populate your Wave account and Solve CRM database without manual data entry.
S
W
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When a Stripe charge succeeds, create an invoice in Wave and log the contact in Solve CRM.
Successful Stripe payments generate corresponding Wave invoices and update Solve CRM instantly.
S
W
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If a Stripe payment fails, update the customer in Wave and create a contact in Solve CRM for follow-up.
Failed payments update customer records in Wave and trigger a follow-up contact in Solve CRM.
S
W
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When a Stripe subscription is created, create a recurring invoice in Wave and add a company in Solve CRM.
New subscriptions trigger automated Wave invoices and Solve CRM company records.

Supported triggers and actions for Solve CRM and Wave

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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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 Solve CRM + Wave?

Streamline your customer operations and financial workflows with powerful automated triggers and actions.

What you can automate?
Sync New Contacts to Customer Accounts
Automatically create a customer in Wave whenever a new contact is created in Solve CRM. Eliminate manual data entry between your customer service platform and your financial software.
📋
Capture Every Submitted Detail
Map all available contact fields and company details from Solve CRM into Wave instead of just basic names and emails. Your financial records become much more detailed and useful.
🔔
Alert Your Team Instantly
Notify your finance or sales team the moment a new invoice or customer profile is generated. Keep everyone informed without switching between multiple browser tabs.
🔀
Route Based on Submitted Fields
Trigger different actions depending on specific client tiers or transaction types submitted in Solve CRM. Customize your Wave invoicing workflow based on client requirements.
🔄
Keep Financial Profiles Updated
Automatically update customer details in Wave when corresponding records change in Solve CRM. Maintain accurate contact information across your entire software stack.
🔍
Search and Prevent Duplicates
Search for existing customer records in Wave before creating new entries. Keep your accounting database clean and prevent duplicate customer accounts.
💳
Handle Status Changes and Transactions
Automate actions when new invoices are created or money transactions occur. Keep your billing records responsive to real-time financial events.
🌐
Extend Workflows to Supporting Apps
Connect your Solve CRM and Wave automation to Slack, Google Sheets, or Gmail for advanced notifications and multi-step team workflows.
And much more...

Who is Solve CRM + Wave integration for?

Teams managing customer service workflows and financial accounts benefit from automated record sync, eliminating manual data entry errors across systems.

Finance Managers
Finance Managers
Customer Support Leads
Customer Support Leads
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Sales Representatives
Sales Representatives
Operations Directors
Operations Directors
📈
Finance Managers
You report on revenue metrics and financial standing, but your accounting records are always stale because client contact details are entered manually after service calls — automating both apps means every new contact instantly creates a corresponding customer profile, so your financial reporting stays current.
Customer Support Leads
You need to act fast when billing issues arise, and you find out too late because support tickets and financial transactions live in separate tools — integrating these apps means payment failures and new invoices immediately trigger customer updates, so your team responds without delay.
📊
Account Managers
You answer to clients who want to see progress and billing accuracy, but keeping your CRM and accounting platforms aligned takes hours of weekly data entry — connecting these apps means every contact and invoice syncs automatically, so your client records remain completely transparent.
🔄
Billing Specialists
The volume of new customer onboarding is too high for anyone to keep up by hand, leading to duplicated profiles and billing discrepancies across your platforms — automating both apps means customer creation and invoice generation happen seamlessly, so your transaction history is always accurate.
👥
Sales Representatives
You own the next step in the client lifecycle and depend on someone upstream to hand over financial and contact details before you can follow up — this integration means every new deal automatically establishes customer and company profiles across platforms, so you can engage prospects immediately.
🗂️
Operations Directors
You need a reliable history of customer interactions and financial transactions, but keep finding gaps between customer service notes and accounting records — with this integration, every activity and invoice links together, so your operational audit trail is complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Solve CRM + Wave

Build and manage your Solve CRM + 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 Solve CRM + 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Solve CRM to Wave?
Frequently Asked Questions
You can connect Solve CRM to Wave in 1 click using ready automation templates on Integrately, or ask Integrately AI to build the workflow for you. It takes just minutes to link your accounts alongside tools like Slack, Gmail, and Google Sheets.
Can I automatically create Wave customers from Solve CRM contacts?
Frequently Asked Questions
Can I connect Solve CRM, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and Wave?
Frequently Asked Questions
How do Solve CRM contacts trigger Wave customer creation?
Frequently Asked Questions
Can Wave invoices update Solve CRM records?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and Wave?
Frequently Asked Questions
Is the Solve CRM and Wave integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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You Can Also Connect Solve CRM or Wave With 1500+ Other Apps

Solve CRM
Popular Solve CRM Integrations
Connect Solve CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Wave
Popular Wave Integrations
Sync Wave with accounting, project management, and reporting tools to keep data working across your stack.
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