karmaCRM + Wave Integrations

How to connect karmaCRM + Wave

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- NameRequired
- Background
- Tags
  Add a comma separated list. EG: tag1, tag2.
- Referral Source
- Industry
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Youtube
- Skype
- Google+
- Facebook
- Twitter
Action
Write
- NameRequired
- Price
  The dollar amount of the deal.
- User
- Stage
- Contact
  The contact the deal is associated with.
Action
Write
- TermRequired
  Term will search the company name, phone number and email address.
Action
Search

- TermRequired
  Term will search the company name, phone number and email address.
- NameRequired
- Background
- Tags
  Add a comma separated list. EG: tag1, tag2.
- Referral Source
- Industry
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Youtube
- Skype
- Google+
- Facebook
- Twitter
Action
Search or write
- BusinessRequired
Trigger
Scheduled
Try It

- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
  Must begin with http:// or https:// (e.g., https://www.zapier.com and not www.zapier.com).
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
  If any shipping details are set, this value is required.
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- BusinessRequired
  Business to operate on.
- NameRequired
  The name of the product or service.
- Description
  Additional information about the product or service. This can be displayed on invoices you create in Wave.
- PriceRequired
  The price per unit in the major currency unit of the business (rounded to nearest 5 decimal places with ties going away from zero).
Action
Write
- BusinessRequired
- EmailRequired
Action
Search
- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
  Must begin with http:// or https:// (e.g., https://www.zapier.com and not www.zapier.com).
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
  If any shipping details are set, this value is required.
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Title
- Company
- Background
- Status
- Stage
- Referral Source
- Industry
- User
- Private Notes
- Tags
  Add a comma separated list. EG: tag1, tag2.
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Google+
- Youtube
- Skype
- Facebook
- Twitter
Action
Write
- TitleRequired
- Description
- Due Date
Action
Write
- TermRequired
  Term will search the contact name, phone number and email address.
Action
Search
- TermRequired
  Term will search the contact name, phone number and email address.
- First NameRequired
- Last Name
- Title
- Company
- Background
- Status
- Stage
- Referral Source
- Industry
- User
- Private Notes
- Tags
  Add a comma separated list. EG: tag1, tag2.
- Work Email
- Home Email
- Other Email
- Work Website
- Home Website
- Other Website
- Work Phone
- Home Phone
- Mobile Phone
- Work Fax Phone
- Work Address
- Home Address
- Other Address
- LinkedIn
- Google Talk
- Google+
- Youtube
- Skype
- Facebook
- Twitter
Action
Search or write
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
  YYYY-MM-DD.
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
  Sales Order or Purchase Order Number.
- Due Date
  YYYY-MM-DD.
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- BusinessRequired
  Business to operate on.
- Sale DateRequired
  Date when the sale took place.
- DescriptionRequired
  Match a description field from your source app, or type a description to use for all transactions.
- Number FormatRequired
  How your source app represents amounts (check your sample data if you're not sure). Are they given in major units with decimals (e.g. $1.21) or in minor units with no decimals (e.g. 121¢)?
- Sale AmountRequired
  The total amount of your sale, including any sales taxes. Must be in the same currency as the bank or other account into which you receive payment for the sale.
- Sales Tax Abbreviation
  The sales tax's abbreviation, exactly as you have set it up in Wave. How do I set up a Sales Tax in Wave? Sales Tax Amount required if providing Sales Tax Abbreviation.
- Sales Tax Amount
  The amount of tax included in the total Sale Amount. Must be the same currency and Number Format as Sale Amount. Sales Tax Abbreviation required if providing Sales Tax Amount.
- Payment Processing Fee Amount
  The amount of Payment Processing Fee deducted from the Sale Amount before you receive it. Must be the same currency and Number Format as Sale Amount. Payment Processing Fee Account required if providing Payment Processing Fee Amount.
- Notes
  Information from your source app that may be helpful to you. You can include more than one field from your source app, and also type extra text that tells you where this record came from.
- Created At
  The date and time the Sale was created in your source app.
- External ID
  Will not be shown in Wave, but if you provide a unique External ID from your source app, Wave will make sure you don't enter the same Sale more than once.
Action
Write
- BusinessRequired
- NameRequired
Action
Search

How karmaCRM + Wave Integrations Work

Step 1: Authenticate karmaCRM 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 karmaCRM + Wave

About karmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

Related categories

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

Related categories

Accounting

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karmaCRM + Wave Integrations

How to connect karmaCRM + Wave

Connect your apps and automate workflows

New Company

New Task

Create Company

NameRequired

Background

Tags

Referral Source

Industry

Work Email

Home Email

Other Email

Work Website

Home Website

Other Website

Work Phone

Home Phone

Mobile Phone

Work Fax Phone

Work Address

Home Address

Other Address

LinkedIn

Google Talk

Youtube

Skype

Google+

Facebook

Twitter

Create Deal

NameRequired

Price

User

Stage

Contact

Find Company

TermRequired

Find or Create Company

TermRequired

NameRequired

Background

Tags

Referral Source

Industry

Work Email

Home Email

Other Email

Work Website

Home Website

Other Website

Work Phone

Home Phone

Mobile Phone

Work Fax Phone

Work Address

Home Address

Other Address

LinkedIn

Google Talk

Youtube

Skype

Google+

Facebook

Twitter

New Customer

BusinessRequired

Create Customer

BusinessRequired

Customer or Company NameRequired

Account Number

Currency

First Name

Last Name

Email

Phone Number

Toll Free Number

Mobile Number

Fax Number