When this happens...
InsightlyNew Contact
Then do this...
WaveCreate Customer

Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.

How It Works

  1. You have a new contact in Insightly
  2. Zapier creates a customer in Wave

What You Need

  • Insightly account
  • Wave account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Insightly + Wave and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

New Customer

Triggers when a new customer is added to a business you choose.

Create Note

Create a new note in your Insightly account.

New Invoice

Triggers when a new invoice is created.

Record Sale

Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.

New Project

Triggers when a new project is created within your Insightly account.

Create Invoice

Creates a new invoice.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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.