How to connect Capsule CRM + Wave
Zapier lets you send info between Capsule CRM and Wave automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- New or Updated CaseTriggers when a given action is performed on a Case.Trigger
- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Contact.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create CaseCreates a new Case.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
- Capsule CRM
Creates a new Task.
Scheduled
Action
- Capsule CRM
Finds a Case.
Scheduled
Action
- Capsule CRM
Finds a Milestone.
Scheduled
Action
- Capsule CRM
Finds a Opportunity.
Scheduled
Action
- Capsule CRM
Finds a Contact.
Scheduled
Action
- Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Contact, or Create if one does not exist.
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 Capsule CRM + Wave Integrations Work
- Step 1: Authenticate Capsule CRM 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.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.