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
- You have a new contact in Insightly
- Zapier creates a customer in Wave
What You Need
- Insightly account
- Wave account
Why Zapier?
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Create Wave customers from new Insightly contacts
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
- You have a new contact in Insightly
- Zapier creates a customer in Wave
What You Need
- Insightly account
- Wave account
It's easy to connect Wave + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new invoice is created.
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Triggers when a new customer is added to a business you choose.
Creates a new invoice.
A new contact was created in your Insightly account.
Creates a customer in a business that you choose.
A new task was created in your Insightly account.
Create a new contact in your Insightly account.
Triggers when a new project is created within your Insightly account.
Create a new task in your Insightly account.
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