Vtiger CRM + Wave

Create Wave customers from new Vtiger CRM contacts

Easily manage your finances by connecting your Vtiger CRM to Wave. With this workflow, every time you add a new contact in Vtiger CRM, a customer will be created in Wave, ensuring a seamless transfer of data and helping you stay organized. Save time and effort by streamlining your customer management process through this automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Customer
Creates a customer in a business that you choose.
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
Try It
New Case
Triggers when a new Case is created.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It

New Service
Triggers when a new Service is created.
Trigger
Scheduled
Try It
New Todo
Triggers when a new todo is created.
Trigger
Scheduled
Try It

Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
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
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- BusinessRequired
- NameRequired
- Description
- PriceRequired
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
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Product
Triggers when a new Product is created.
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- 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
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Help

Related categories

CRM (Customer Relationship Management)

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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.

Learn more Help

Related categories

Accounting

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Accounting

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PRODUCTS

CAPABILITIES

By team

Vtiger CRM + Wave

Create Wave customers from new Vtiger CRM contacts

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

New Customer

Create Customer

BusinessRequired

Customer or Company NameRequired

Account Number

Currency

First Name

Last Name

Email

Phone Number

Toll Free Number

Mobile Number

Fax Number

Website

Address1

Address2

City

Country

Postal Code

Shipping Contact

Shipping Delivery Instructions

Shipping Phone Number

Shipping Address1

Shipping Address2

Shipping City

Shipping Country

Shipping Postal Code

Create Product or Service

BusinessRequired

NameRequired

Description

PriceRequired

Find Customer

BusinessRequired

EmailRequired

Find or Create Customer

BusinessRequired

EmailRequired

Customer or Company NameRequired

Account Number

Currency

First Name

Last Name

Phone Number

Toll Free Number

Mobile Number

Fax Number

Website

Address1

Address2

City

Country

Postal Code

Shipping Contact

Shipping Delivery Instructions

Shipping Phone Number

Shipping Address1

Shipping Address2

Shipping City

Shipping Country

Shipping Postal Code

Lead Created or Updated

New Contact