Capsule CRM + Wave Integrations

How to connect Capsule CRM + Wave

Zapier lets you send info between Capsule CRM and Wave automatically—no code required.

When this happens...

automatically do this!

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.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

New or Updated Case
Triggers when a given action is performed on a Case.
Trigger
Instant
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Trigger
Instant
New or Updated Contact
Triggers when a given action is performed on a Contact.
Trigger
Instant
New or Updated Task
Triggers when a given action is performed on a Task.
Trigger
Instant
Create Case
Creates a new Case.
Action
Write
Add Note to Entity
Adds a Note to an Entity.
Action
Write
Add Tag to Entity
Adds a Tag to an Entity.
Action
Write
Create Opportunity
Creates a new Opportunity.
Action
Write
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.

Connect apps

Connect Capsule CRM + Wave

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Highrise

CRM (Customer Relationship Management)

Batchbook

CRM (Customer Relationship Management)

Streak

CRM (Customer Relationship Management)

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