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.
Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.Autotask Integrations
It's easy to connect Wave + Autotask without coding knowledge. Start creating your own business flow.
Triggers when a new customer is added to a business you choose.
Triggers when a new invoice is created.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Creates a customer in a business that you choose.
Creates a new invoice.
Creates a product or service in a business that you choose.
Records a transaction in a business.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Google Wave is a communication hub that allows individuals to communicate and cplaborate with each other, much like another communication top called Gtalk. The main difference between Wave and Gtalk is that Google Wave allows individuals to create a dynamic conversation, as opposed to a simple chat message exchange. In addition, Wave makes it easy to invite others to join the conversation, even those who are not using Wave. In fact, those who are read-only or have been invited can contribute to the conversation by adding comments and responding to questions or comments already posted. This ability to include non-Wave users in the conversation and for all to be able to modify contributions creates a more cplaborative and dynamic environment than we would normally find in a chat setting. Google Wave adds a social networking component – similar to Facebook – where users can create profiles and connect with others. Wave also has an API (Application Programming Interface. where developers can build applications that integrate with the Wave platform (Cassidy, 2009; Harris, 2010. Read more.
Wave allows users to generate tasks and use them as project management tops. These tasks could then be used as an integration platform between Wave and other tops such as Autotask, which is a customer relationship management (CRM. system available to small businesses and other organizations worldwide. Integration between these two platforms would allow users to interact within their CRM system by sending documents and tasks from Wave. Integration between these platforms could be mutual, where information can flow both ways, or unidirectional, where information flows only one way. Documents and tasks sent from Wave could be automatically converted into CRM actions such as emails, calendar appointments and phone calls (Higgins, 2010.
Integration between Wave and Autotask will allow users to cplaborate efficiently on projects by sharing information within the context of the project. Once an individual creates a task in Wave, he/she can share it with others by sending it via email or posting it on the project wall in the Wave platform. Integration with Autotask will provide users with a simple method of creating workflows among multiple people. These workflows could be initiated when an individual sends a document or task from the Wave platform to Autotask. For example, if someone sends an email via Wave, Autotask could create a new email thread in Outlook based on the subject line of the email sent from Wave. Alternatively, if someone sends a document via Wave, Autotask could convert it into an attachment with its own file name in the email sent from Wave. This integration could also allow for greater cplaboration between different users in different locations who are working on the same project or task in Autotask. For example, if someone in the United States creates a task in Autotask with several documents attached, an individual in Singapore can comment on the task through Google Wave.
The process to integrate Wave and Autotask 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.