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Wealthbox CRM + Wave Integrations

Appy Pie Connect allows you to automate multiple workflows between Wealthbox CRM and Wave

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

About Wave

One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.

Wave Integrations
Wave Alternatives

Connect the apps you use everyday and find your productivity super-powers.

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Connect Wealthbox CRM + Wave in easier way

It's easy to connect Wealthbox CRM + Wave without coding knowledge. Start creating your own business flow.

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • New Customer

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

  • New Invoice

    Triggers when a new invoice is created.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • Create Customer

    Creates a customer in a business that you choose.

  • Create Invoice

    Creates a new invoice.

  • Create Product or Service

    Creates a product or service in a business that you choose.

  • Record Transaction

    Records a transaction in a business.

How Wealthbox CRM & Wave Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Wave as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Wave with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.