Clientjoy + Wave Integration

Integrate Clientjoy to Wave in one click, or tell Integrately AI how you want each invoice handled. Generate customer records, log transactions, track expenses, and update your finances instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave

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Ready Workflows Ready Workflows for Clientjoy + Wave Integration

Create invoices, generate customer records, log transactions, and track financial cash flow, all in just one click.

Most popular automationsmost-popular-automations
  • 1of1
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Connect more apps to your Clientjoy + Wave flow

Send follow-up emails, schedule kickoff meetings, process payments, and update client records across your entire stack. Pick a combination and activate it in one click.

Clientjoy
Wave
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GmailGmail (4)
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CalendlyCalendly (3)
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StripeStripe (3)
+
HubspotHubspot (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
C
W
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Create a Wave invoice when a Clientjoy invoice is created, and send a confirmation email in Gmail.
New Clientjoy invoices automatically generate a Wave invoice and send an email alert via Gmail, keeping your finances aligned without manual data entry.
C
W
G
Create a customer in Wave when a customer is created in Clientjoy, and send a welcome email in Gmail.
Every new Clientjoy customer immediately gets registered in Wave and receives a welcome message through Gmail.
C
W
G
When an invoice is paid in Clientjoy, update your financial records in Wave and notify your billing team via Gmail.
Paid invoices in Clientjoy update your Wave accounts and send an instant notification email through Gmail.
C
C
W
G
Use ChatGPT to summarise every new Clientjoy proposal, generate a Wave invoice, and email the brief via Gmail.
Summarise proposals using AI, create invoices in Wave, and dispatch confirmation emails automatically.

Supported triggers and actions for Clientjoy and Wave

Mix and match to build the exact automation you need

Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it โ†’
Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Try it โ†’
Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
Try it โ†’
Create proposal in Clientjoy
Generates a new proposal
Try it โ†’
Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
Try it โ†’
Customer is created in Wave
Triggers the automation when a new customer is created
Try it โ†’
Create invoice in Wave
Generates invoices for sales transactions
Try it โ†’
Create customer in Wave
Adds a new customer to the database
Try it โ†’
Search customer in Wave
Locates and retrieves customer information
Try it โ†’
Create Money Transaction in Wave
Creates a new money transaction
Try it โ†’
Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
Try it โ†’
Update customer in Wave
Updates a customer's information
Try it โ†’
Update product in Wave
Updates product information
Try it โ†’
Create product in Wave
Generates and launch new products
Try it โ†’

What can you automate with Clientjoy + Wave?

Streamline your agency billing and CRM operations by connecting every trigger and action between Clientjoy and Wave.

What you can automate?
๐Ÿงพ
Sync invoices between Clientjoy and Wave
Automatically generate a corresponding invoice in Wave whenever a new invoice is created in Clientjoy. Eliminate dual data entry and keep your financial ledgers accurate.
๐Ÿ“‹
Capture every customer detail across platforms
Map customer names, emails, and billing details from Clientjoy straight into Wave profiles without manual copying. Ensure your CRM and accounting databases match perfectly.
๐Ÿ””
Alert your team the moment transactions occur
Send instant notifications via Slack or email whenever invoices are paid or customer records are updated. Keep your finance and sales teams aligned in real time.
๐Ÿ”€
Route actions based on invoice amounts
Trigger different workflows depending on specific field values, such as sending high-value invoices to specialized accounting channels and standard ones to general queues.
๐Ÿ”„
Keep financial records up to date automatically
Update customer details and invoice statuses across both Clientjoy and Wave as soon as modifications occur. Maintain a reliable single source of truth.
๐Ÿ”
Search and update existing customer profiles
Prevent duplicate entries by searching for existing customer records in Wave before creating new entries, updating information seamlessly.
๐Ÿ’ณ
Log payments and money transactions instantly
Record payments and deposits in Wave the moment an invoice is paid in Clientjoy. Ensure your cash flow view is always up to date.
โœ‰๏ธ
Extend your workflow with Gmail notifications
Trigger automated confirmation emails through Gmail alongside your core Clientjoy and Wave automation steps. Provide immediate communication to clients.
And much more...

Who is Clientjoy + Wave integration for?

Agency owners, accountants, and finance managers eliminate manual data entry, keeping CRM and accounting platforms completely synchronized.

Finance Managers
Finance Managers
Agency Founders
Agency Founders
Account Managers
Account Managers
Operations Directors
Operations Directors
Sales Leads
Sales Leads
Bookkeepers
Bookkeepers
๐Ÿ“ˆ
Finance Managers
You're reconciling financial records across multiple platforms but your accounting ledger only updates when someone manually exports invoices, so your cash flow reports are always a few hours behind โ€” with this integration, every new invoice lands in Wave instantly and your records stay current.
โšก
Agency Founders
You manage client pipelines in Clientjoy but need billing set up immediately in Wave, so your team wastes hours copy-pasting customer details every week โ€” automating both apps means every new client record is generated instantly and your billing workflow runs without manual intervention.
๐Ÿค
Account Managers
You answer to clients who expect prompt invoice generation after proposal approval, but manual handoffs cause frustrating billing delays โ€” this integration means every approved agreement triggers immediate financial documentation and keeps your clients fully satisfied.
๐Ÿ“Š
Operations Directors
Your high transaction volume makes manual data entry between your CRM and accounting tool prone to human error, leaving discrepancies in your reports โ€” connecting these apps means every transaction and customer profile syncs automatically without missing a single entry.
๐Ÿ’ผ
Sales Leads
You close deals in Clientjoy and depend on your finance team to manually create customer profiles in Wave, causing bottlenecks in onboarding โ€” this integration means customer creation flows straight from your CRM into your accounting software instantly.
๐Ÿ“‘
Bookkeepers
You need a reliable transaction history in Wave but keep finding gaps caused by delayed manual entry from sales data, creating reconciliation headaches โ€” automating both apps means every payment and invoice is logged accurately as it happens.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Clientjoy + Wave

Build and manage your Clientjoy + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientjoy + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientjoy to Wave?
Frequently Asked Questions
You can connect Clientjoy to Wave in one click using pre-built automation templates on Integrately. Choose your preferred trigger and action, authenticate your accounts, and activate your workflow instantly with Integrately AI.
Can I automatically create Wave invoices when a Clientjoy invoice is created?
Frequently Asked Questions
Can I connect Clientjoy, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and Wave?
Frequently Asked Questions
How does Clientjoy data sync with Wave?
Frequently Asked Questions
Can Wave trigger actions in Clientjoy?
Frequently Asked Questions
Do I need coding skills to integrate Clientjoy and Wave?
Frequently Asked Questions
Is the Clientjoy and Wave integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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You Can Also Connect Clientjoy or Wave With 1500+ Other Apps

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