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ConnectWise Manage + Wave

Create Wave customers from new or updated ConnectWise Manage contacts

Effortlessly manage your contacts and customers with this seamless workflow between ConnectWise Manage and Wave. Whenever a contact is updated or created in ConnectWise Manage, a new customer will be added to your Wave account. This integration helps save valuable time and ensures your customer information is always up-to-date across both platforms.

Effortlessly manage your contacts and customers with this seamless workflow between ConnectWise Manage and Wave. Whenever a contact is updated or created in ConnectWise Manage, a new customer will be added to your Wave account. This integration helps save valuable time and ensures your customer information is always up-to-date across both platforms.

  1. When this happens...
    ConnectWise ManageConnectWise Manage
    New/Updated Contact

    Triggers when a contact is created or updated.

    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?
    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    Try It
    • New, Updated or Both

    • Service Board Filter

    • Specific Service Ticket Filter

    • Project Filter

    Trigger
    Instant
    Try It
    • Company NameRequired

    • IdentifierRequired

    • TypeRequired

    • StatusRequired

    • Site NameRequired

    • Address 1

    • Address 2

    • City

    • State

    • Zip Code

    • Country Name

    • Phone Number

    • Website

    • Market

    • Source

    • Number of Employees

    • Territory

    Action
    Write
    • SummaryRequired

    • CompanyRequired

    • Record TypeRequired

    • Priority

    Action
    Write
    • New, Updated or Both

    • Board Filter

    • Project Filter

    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search

    New Territory

    Triggers when a new territory is created.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • Title

    • Email

    • Default Email

    • Phone Number

    • Default Phone

    • Phone Type

    • Type

    • Company

    • Primary Contact

    • Relationship

    • Department

    • Address 1

    • Address 2

    • City

    • State

    • Zip Code

    • Country Name

    Action
    Write
    • Ticket TypeRequired

    • TextRequired

    • Detail Description

    • Internal Analysis

    • Resolution

    Action
    Write
connectwise-manage logo
connectwise-manage logo

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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Related categories

  • CRM (Customer Relationship Management)

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wave logo
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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.

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