Canopy + Wave
Add new Canopy business contacts as customers in Wave
Effortlessly keep your customer information updated with this Canopy to Wave automation. Whenever you add a new business contact in Canopy, this workflow will create a customer in Wave, ensuring your records are seamlessly organized and always up-to-date. Save time and improve your business efficiency with this smart connection.
Effortlessly keep your customer information updated with this Canopy to Wave automation. Whenever you add a new business contact in Canopy, this workflow will create a customer in Wave, ensuring your records are seamlessly organized and always up-to-date. Save time and improve your business efficiency with this smart connection.
- When this happens...
- 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
About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on whatโs important.
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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.
