ConnectWise Manage + Wave
Create Wave customers from new or updated ConnectWise Manage contacts
Effortlessly manage your contacts and customers with this seamless workflow between ConnectWise Manage and Wave. Whenever a contact is updated or created in ConnectWise Manage, a new customer will be added to your Wave account. This integration helps save valuable time and ensures your customer information is always up-to-date across both platforms.
Effortlessly manage your contacts and customers with this seamless workflow between ConnectWise Manage and Wave. Whenever a contact is updated or created in ConnectWise Manage, a new customer will be added to your Wave account. This integration helps save valuable time and ensures your customer information is always up-to-date across both platforms.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
- Free forever for core features
- 14 day trial for premium features & apps
New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItCompany NameRequired
IdentifierRequired
TypeRequired
StatusRequired
Site NameRequired
Address 1
Address 2
City
State
Zip Code
Country Name
Phone Number
Website
Market
Source
Number of Employees
Territory
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItFileRequired
Record IDRequired
Record TypeRequired
Title
Private?
Read Only?
Is Avatar?
First NameRequired
Last NameRequired
Title
Email
Default Email
Phone Number
Default Phone
Phone Type
Type
Company
Primary Contact
Relationship
Department
Address 1
Address 2
City
State
Zip Code
Country Name
