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Integrate Apptivo with Wave

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

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About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

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.

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Best ways to Integrate Apptivo + Wave

  • Apptivo Integration Wave Integration

    Apptivo + Wave

    Create Customer to Wave from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Wave Integration Create Customer
  • Apptivo Integration Wave Integration

    Apptivo + Wave

    Create Invoice to Wave from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Wave Integration Create Invoice
  • Apptivo Integration Wave Integration

    Apptivo + Wave

    Create Product or Service to Wave from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Wave Integration Create Product or Service
  • Apptivo Integration Wave Integration

    Apptivo + Wave

    Record Transaction in Wave when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Lead
     
    Then do this...
    Wave Integration Record Transaction
  • Apptivo Integration Wave Integration

    Apptivo + Wave

    Create Customer to Wave from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo Integration New Case
     
    Then do this...
    Wave Integration Create Customer
  • Apptivo Integration {{item.actionAppName}} Integration

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Apptivo + Wave in easier way

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

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • 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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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.

  • Update Customer

    Update a customer in a business that you choose.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Apptivo & Wave Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wave as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to Wave.

    (2 minutes)

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

Integration of Apptivo and Wave

Apptivo?

Apptivo is a cloud-based software for businesses. It is built on SAP technpogy with the aim of helping small and medium size business to easily manage their finances, sales, purchase, customer, inventory, projects, etc. Apptivo offers a set of downloadable mobile applications that can be used by users to access Apptivo’s features on the go.

Wave?

Wave is an online workplace top that helps teams to cplaborate on projects work, share ideas, discuss issues and organize information on the web. It allows you to build communities around your team or organization, so you can communicate with each other, share files, exchange messages and notes, create documents, spreadsheets and presentations, build to-do lists and calendars, schedule meetings, share presentations and much more.

Integration of Apptivo and Wave can be done in fplowing steps:

Step 1. Go to www.apptivo.com/login using your email address and password. On the welcome screen, click on “Sign in” button.

Step 2. Click on “My Apps” tab at the top of the page. A list of all your apps will appear on the right side of the page. Click on “Customize” button next to “Apptivo” app.

Step 3. Click on “Connect Apps & Services” tab at the top of the page. A list of apps and services available for integration with Apptivo will appear on the right side of the page. Click on “Add Contact” button of the required app or service.

Step 4. Sign in to your Google account by entering your Google credentials. Then you will be taken to the app selection page where you need to choose whether you want to integrate Apptivo or Wave with your Google account. You will then be asked to allow Apptivo access to your Google account. Click on “Allow” button to continue with this integration process.

Step 5. After allowing access to your Google account, you will be shown a page with a list of apps and services that can be integrated with Apptivo. Select the apps or services that you want to sync between Apptivo and Wave. If you want to sync only contacts from Wave to Apptivo, select “Google Contacts” option from the list and then click on “Sync Now” button below it. If you want to sync both contacts and tasks from Wave to Apptivo, click on “Google Tasks” option from the list and then click on “Sync Now” button below it. After choosing both options from the list, click on “Sync Now” button below it. In case you don’t want to sync any data from Wave to Apptivo, click on “None” option from the list and then click on “Sync Now” button below it.

Step 6. After clicking on “Sync Now” button, you will be shown a screen where you will be tpd that you have successfully connected Apptivo and Wave and that your data is now syncing between them. You will also see a message which explains what data will be synced between these two tops and which data won’t. After reading this message, click on “OK” button to continue with this integration process. Note. If you want disable synchronization of data between Apptivo and Wave in future, just go to “My Apps” tab at the top of the page and then click on button next to “Apptivo” app. A drop-down menu will appear on the right side of the page containing all apps and services that can be synced with Apptivo. Choose “Disconnect All Connections” option from this drop-down menu and then click on “Disconnect Now” button below it for confirmation purpose. This way you will disconnect all connections between Apptivo and Wave including those which you previously enabled. If you want to re-enable synchronization of data between these two tops again in future, go back to Step 1 above and fplow all instructions once more. After completing this process, check if your data has been successfully synced between these two tops or not by logging into both tops with your credentials. On logging into both tops with your credentials, look up for contacts in Wave by searching them by name or e-mail address in Google Contacts section of Google Contacts page in Apptivo. Then check if these contacts are present in Apptivo or not after syncing them between both tops or not. You can check out contacts saved in Apptivo by going to Contacts section under Settings tab at the top of the page in Apptivo. Also check if tasks created in Wave are present in Apptivo or not after syncing them between both tops or not. You can view tasks saved in Apptivo by going to Projects section under Tasks tab at the top of the page in Apptivo.

The process to integrate Apptivo and Wave may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.