Wave + Agendor Integration

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Agendor + Wave Integration

Create Wave customer from new Agendor organization

If you have created a organization in Agendor, 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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Agendor + Wave Integration

Create Wave order for new Agendor deal

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

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

Create Wave customer for new Agendor contact

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

Create Agendor contact for new Wave customer

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

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 + Agendor Integration

Create Agendor organization 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 organization profile in Agendor whenever an invoice is created.

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

Create Agendor task for new Wave invoice

If you use Wave to manage your invoice, you can also use Agendor to create and manage task associated with those invoice. Creating a task in Agendor 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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Wave + Agendor Integration

Create Agendor task for new Wave customer

With the growth of Wave, many companies are looking for ways to connect their Wave account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Agendor every time a customer is created in Wave.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Wave + Agendor Integration
1.
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
  • Agendor
    Person is created in Agendor Instant
  • Agendor
    Person is updated in Agendor Instant
  • Agendor
    Deal is won in Agendor Instant
  • Agendor
    Deal stage is changed in Agendor Instant
  • Agendor
    Deal is updated in Agendor Instant
  • Agendor
    Deal is created in Agendor Instant
  • Agendor
    Deal is lost in Agendor Instant
  • Agendor
    Task is created in Agendor Instant
  • Agendor
    Organization is created in Agendor Instant
  • Agendor
    Organization is updated in Agendor Instant
2.
  • 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
  • Agendor
    Create person in Agendor
  • Agendor
    Update person in Agendor
  • Agendor
    Get person by id in Agendor
  • Agendor
    Search person in Agendor
  • Agendor
    Update deal status in Agendor
  • Agendor
    Update deal stage in Agendor
  • Agendor
    Update deal in Agendor
  • Agendor
    Get deal by id in Agendor
  • Agendor
    Search deal in Agendor
  • Agendor
    Create task in Agendor
  • Agendor
    Update organization in Agendor
  • Agendor
    Create organization in Agendor
  • Agendor
    Get organization by id in Agendor
  • Agendor
    Search organization in Agendor
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