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Autotask + Wave

Add new Autotask companies as Wave customers

Effortlessly manage your contacts between Autotask and Wave with this seamless workflow. When a new company is added in Autotask, it will trigger the creation of a customer in Wave, keeping your records up-to-date and organized. Save time and eliminate manual data entry, giving you more time to focus on growing your business.

Effortlessly manage your contacts between Autotask and Wave with this seamless workflow. When a new company is added in Autotask, it will trigger the creation of a customer in Wave, keeping your records up-to-date and organized. Save time and eliminate manual data entry, giving you more time to focus on growing your business.

  1. When this happens...
    AutotaskAutotask
    New Company

    Triggers when a new company is found.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Help Text

    Trigger
    Instant
    Try It
    • Help Text

    Trigger
    Instant
    Try It
  • Autotask triggers, actions, and search

    New Invoice

    Triggers when a new invoice is found.

    Trigger
    Scheduled
    Try It
    • Company

    • Assigned To Resource ID

    Trigger
    Scheduled
    Try It
autotask logo
autotask logo

About Autotask

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

Related categories

  • CRM (Customer Relationship Management)

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wave logo
wave logo

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.

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