Upnify + Wave Integration

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1.
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
  • 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 Upnify + Wave Integration

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Most popular automationsmost-popular-automations
Upnify + Wave Integration

Create Wave order for new Upnify opportunity

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

When you create a opportunity in Upnify, 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 Upnify and Wave.
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Upnify + Wave Integration

Create Wave customer for new Upnify client

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

Create Upnify client for new Wave customer

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

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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Automations

Top 10 Most Popular Upnify Automations from
Integrately Community

Just click on the workflow you want to automate

Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client

Top 10 Most Popular Wave Automations from
Integrately Community

Most popularmost-popular-automations
01
Stripe logo
Wave logo
Create Wave invoice for new Stripe charge
02
WooCommerce logo
Wave logo
Create Wave customer for new WooCommerce customer
03
Agiled logo
Wave logo
Create Wave customer from new Agiled contact
04
Authorize.Net logo
Wave logo
Create Wave invoice for new Authorize.Net transaction
05
Wave logo
Google Calendar logo
Create Google Calendar event for new Wave order
cloud
Wave
app integration
06
Stripe logo
Wave logo
Create Wave customer for new Stripe contact
07
Shopify logo
Wave logo
Create Wave invoice for new Shopify order
08
Square logo
Wave logo
Create Wave customer for new Square customer
09
Wave logo
Monday.com logo
Create Monday.com item for new Wave customer
10
Wave logo
Capsule CRM logo
Create Capsule CRM person for new Wave customer
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Want to automate something else in your workflow?

You Can Also Connect Upnify or Wave With 1400+ Other Apps

Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.
Wave
Wave
Wave simplifies your finances by bringing together all your accounts, bills, expenses and invoices in one place. Get a complete view of your cash flow at a glance, and always know where you stand.