Autotask + Wave Integrations

How to connect Autotask + Wave

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is found
Trigger
Instant
New Configuration Item
Triggers when a new configuration item is found.
Trigger
Instant
New Contact
Triggers when a new contact is found.
Trigger
Instant
New Opportunity
Triggers when a new opportunity is found.
Trigger
Scheduled
New Project
Triggers when a new Project is found.
Trigger
Scheduled
New Quote
Triggers when a new quote is found.
Trigger
Scheduled
New Task
Triggers when a new Task is found.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is found.
Trigger
Scheduled
Autotask
Triggers when a ticket is updated or created.
Scheduled
Trigger
Autotask
Triggers when a new Time Entry is found.
Scheduled
Trigger
Autotask
Triggers when a company is updated.
Instant
Trigger
Autotask
Triggers when a configuration item is updated.
Instant
Trigger
Autotask
Triggers when a contact is updated.
Instant
Trigger
Autotask
Triggers when an opportunity is updated.
Scheduled
Trigger
Autotask
Triggers when a quote is updated.
Scheduled
Trigger
Autotask
Triggers when a ticket is updated.
Scheduled
Trigger
Autotask
Triggers when a Time Entry is updated.
Scheduled
Trigger
Autotask
Creates a company.
Scheduled
Action
Autotask
Creates a contact.
Scheduled
Action
Autotask
Creates a ticket.
Scheduled
Action
Autotask
Creates a ticket note.
Scheduled
Action
Autotask
Creates an opportunity.
Scheduled
Action
Autotask
Creates a quote.
Scheduled
Action
Autotask
Creates a Time Entry.
Scheduled
Action
Autotask
Update a company.
Scheduled
Action
Autotask
Update a contact.
Scheduled
Action
Autotask
Updates an opportunity.
Scheduled
Action
Autotask
Updates a quote.
Scheduled
Action
Autotask
Updates a ticket.
Scheduled
Action
Autotask
Finds a Company.
Scheduled
Action
Autotask
Finds a contact.
Scheduled
Action
Autotask
Finds an opportunity.
Scheduled
Action
Autotask
Finds a quote.
Scheduled
Action
Autotask
Finds a Ticket by Ticket Number.
Scheduled
Action
Autotask
Find a company by company name or ID. Optionally, create one if none are found.
Scheduled
Action
Wave
Triggers when a new customer is added to a business you choose.
Scheduled
Trigger
Wave
Triggers when a new invoice is created.
Scheduled
Trigger
Wave
Creates a customer in a business that you choose.
Scheduled
Action
Wave
Creates a new invoice.
Scheduled
Action
Wave
Creates a product or service in a business that you choose.
Scheduled
Action
Wave
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Scheduled
Action
Wave
Finds an existing customer.
Scheduled
Action
Wave
Finds an existing product or service by name.
Scheduled
Action
Wave
Finds an existing customer.
Scheduled
Action

How Autotask + Wave Integrations Work

Step 1: Authenticate Autotask and Wave.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Autotask + Wave

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Related categories

CRM (Customer Relationship Management)

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About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn more