Upnify + Wave Integration

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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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Upnify + Wave Integration
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
2.
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
  • 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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