CompanyHub + Wave Integration

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CompanyHub + Wave Integration

Create Wave customer from new CompanyHub company

If you have created a company in CompanyHub, 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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CompanyHub + Wave Integration

Create Wave order for new CompanyHub deal

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

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

Create Wave customer for new CompanyHub contact

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

Create CompanyHub 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 CompanyHub whenever an invoice is created.

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

Create CompanyHub 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 CompanyHub 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 + CompanyHub Integration

Create CompanyHub contact for new Wave customer

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

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 + CompanyHub Integration

Create CompanyHub task for new Wave invoice

If you use Wave to manage your invoice, you can also use CompanyHub to create and manage task associated with those invoice. Creating a task in CompanyHub 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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CompanyHub + Wave Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
  • 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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