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Microsoft Dynamics 365 CRM + Wave

Microsoft Dynamics 365 CRM + Wave

Microsoft Dynamics 365 CRM + Wave integrations

Create new Wave customers from new Microsoft Dynamics 365 CRM accounts

Streamline your customer management process with this efficient workflow. When a new account is added in Microsoft Dynamics 365 CRM, a corresponding customer is created in Wave instantly. It's an excellent solution for businesses looking to eliminate redundant data entry tasks, ensuring seamless data transfer between the two platforms. Benefit from efficient customer relationship management and financial tracking.

  1. When this happens...
    New Account
    New Account
    New AccountTriggers when a new account is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a customer in a business that you choose.
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More things you can do with Microsoft Dynamics 365 CRM and Wave

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Wave

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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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