Vtiger CRM + Wave Integration

Integrate Vtiger CRM to Wave in one click, or tell Integrately AI how you want each invoice handled. Generate financial records, update your customer accounts, alert your team, and track your cash flow automatically.

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1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • 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 Vtiger CRM + Wave Integration

Capture new invoices, generate corresponding financial records, update your customer accounts, notify your finance team, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Wave + Vtiger CRM Integration

Create Vtiger CRM contact for new Wave customer

If you are using Wave, then you may want to also use Vtiger CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding contact will be created in Vtiger CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Vtiger CRM + Wave Integration

Create Wave customer for new Vtiger CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Vtiger CRM, this automation will automatically create a customer in Wave.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Vtiger CRM and Wave!
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Vtiger CRM + Wave Integration

Create Wave customer from new Vtiger CRM account

If you have created a account in Vtiger CRM, it's important to create a customer in Wave. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Wave + Vtiger CRM Integration

Create Vtiger CRM account from new Wave invoice

If you're a small business owner who uses Wave to manage your finances, you may be wondering if there's a way to automatically create a account profile in Vtiger CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Vtiger CRM and Wave!
Wave + Vtiger CRM Integration

Create Vtiger CRM to do for new Wave invoice

If you use Wave to manage your invoice, you can also use Vtiger CRM to create and manage to do associated with those invoice. Creating a to do in Vtiger CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Wave + Vtiger CRM Integration

Create Vtiger CRM to do for new Wave customer

With the growth of Wave, many companies are looking for ways to connect their Wave account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a to do in Vtiger CRM every time a customer is created in Wave.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Connect more apps to your Vtiger CRM + Wave flow

Route financial records to your accounting tools, notify teams about new transactions, and update your customer communications automatically. Pick a combination and activate it in one click.

Vtiger CRM
Wave
+
GmailGmail (4)
+
MailchimpMailchimp (4)
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StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
V
W
G
Create a Wave customer from every new Vtiger CRM contact, and send a welcome email in Gmail
New Vtiger CRM contacts immediately create a customer profile in Wave while Gmail sends out a welcome email, eliminating manual data entry.
W
V
G
When a Wave invoice is created, update the Vtiger CRM account and send a notification email in Gmail
Wave invoices update your Vtiger CRM accounts instantly while Gmail alerts your team, keeping billing and sales records unified.
V
W
G
Send a payment receipt via Gmail when a Wave money transaction is logged for a Vtiger CRM invoice
Logged Wave transactions trigger automated payment receipts in Gmail and update Vtiger CRM records automatically.
W
V
G
Use Gemini to draft an invoice follow-up email in Gmail when a Wave invoice remains unpaid
Gemini drafts tailored follow-up emails in Gmail for unpaid Wave invoices linked to Vtiger CRM accounts.

Supported triggers and actions for Vtiger CRM and Wave

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with Vtiger CRM + Wave?

Eliminate manual data entry between your CRM and financial software with reliable, instant automated workflows.

What you can automate?
🔄
Sync Vtiger CRM contacts and Wave customers automatically
Create a customer profile in Wave the moment a contact is created or updated in Vtiger CRM, keeping your billing and sales data perfectly aligned without manual export work.
📋
Capture every submitted invoice field accurately
Map all available line items and tax details from your Vtiger CRM invoices straight into Wave without dropping custom fields or losing transaction context.
📢
Alert your finance team the second invoices generate
Notify your accounting staff instantly in Slack or via email whenever a new financial record is created from your CRM activity.
🔀
Route records based on submitted account tiers
Apply custom logic to route high-value Vtiger CRM opportunities to specialized billing workflows in Wave automatically.
🔄
Keep customer account details updated across apps
Ensure address changes, phone numbers, and company names update in Wave whenever an account is modified in Vtiger CRM.
🛡️
Prevent duplicate customer profiles on sync
Search existing database records before creating new entries, ensuring your Wave account list stays clean and free of duplicates.
💳
Handle later status changes like payments and refunds
Automatically update your CRM records when Wave invoices are marked paid, refunded, or cancelled by your financial team.
🔗
Extend your workflow to Google Drive storage
Back up your Wave invoice PDFs directly into structured Google Drive folders triggered by Vtiger CRM sales updates.
And much more...

Who is Vtiger CRM + Wave integration for?

Finance professionals, sales managers, and business owners streamline their billing and CRM data workflows to eliminate manual reconciliation errors.

Financial analysts
Financial analysts
Sales directors
Sales directors
Account managers
Account managers
Billing specialists
Billing specialists
Operations leads
Operations leads
Auditors and controllers
Auditors and controllers
📈
Financial analysts
You're pulling reports from multiple systems to reconcile cash flow, but your accounting sheets only update when someone manually exports invoices, so your revenue numbers are always a few hours behind — this integration means every new transaction syncs instantly and your financial dashboard stays current.
Sales directors
You need to track deal closures against actual payments in real time, but your sales team finds out about unpaid invoices too late to act — with this integration, every billing update is reflected immediately in your CRM so your pipeline accuracy stays rock solid.
🤝
Account managers
You answer to clients who want immediate confirmation when their payments and billing profiles are updated, but manual data transfer causes frustrating delays — connecting these apps means client records update across platforms the second a transaction occurs.
📊
Billing specialists
The volume of new customer invoices is too high for your team to keep up by hand without making costly data entry errors — automating both apps means customer profiles and invoice records populate accurately without manual copying.
💼
Operations leads
You own the handoff from closed sales to financial onboarding and depend on upstream CRM data to create customer accounts — this integration means customer creation happens automatically the moment a deal moves forward.
🔍
Auditors and controllers
You need a reliable, uncompromised history of every financial transaction and customer account interaction, but manual updates keep leaving audit gaps — automating this workflow means every record matches perfectly across systems.
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 Vtiger CRM + Wave

Build and manage your Vtiger CRM + 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 Vtiger CRM + 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 — 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Vtiger CRM to Wave?
Frequently Asked Questions
You can connect Vtiger CRM to Wave using 1-click ready templates or by asking Integrately AI to build the integration for you. It takes just minutes to link your accounts along with apps like Gmail, Slack, and Stripe.
Can I automatically create Wave invoices from Vtiger CRM records?
Frequently Asked Questions
Can I connect Vtiger CRM, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Vtiger CRM and Wave?
Frequently Asked Questions
How are contact updates handled between Vtiger CRM and Wave?
Frequently Asked Questions
Can I sync transaction data from Wave back to Vtiger CRM?
Frequently Asked Questions
Do I need coding skills to automate Vtiger CRM and Wave?
Frequently Asked Questions
Is the Vtiger CRM and Wave integration free?
Frequently Asked Questions
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