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Capsule CRM + Wave

Generate Wave invoices for new or updated Capsule CRM opportunities

Stay on top of your invoicing process by automating it whenever a new or updated opportunity arises in Capsule CRM. With this workflow, every time there's a new or updated opportunity in Capsule CRM, an invoice will be created in the Wave app, saving you time and ensuring a smooth operation. Keep your finances organized and up-to-date effortlessly with this convenient integration.

Stay on top of your invoicing process by automating it whenever a new or updated opportunity arises in Capsule CRM. With this workflow, every time there's a new or updated opportunity in Capsule CRM, an invoice will be created in the Wave app, saving you time and ensuring a smooth operation. Keep your finances organized and up-to-date effortlessly with this convenient integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    WaveWave
    Create Invoice

    Creates a new invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

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 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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