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Wave + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Autotask

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
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
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  • HubSpot CRM HubSpot CRM

Best ways to Integrate Wave + Autotask

  • Wave Autotask

    Wave + Autotask

    Create Account to Autotask from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Autotask Create Account
  • Wave Autotask

    Wave + Autotask

    Create Ticket to Autotask from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Autotask Create Ticket
  • Wave Autotask

    Wave + Autotask

    Create Time Entry to Autotask from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Autotask Create Time Entry
  • Wave Autotask

    Wave + Autotask

    Create Contact to Autotask from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Autotask Create Contact
  • Wave Autotask

    Wave + Autotask

    Create Ticket Note to Autotask from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Autotask Create Ticket Note
  • Wave {{item.actionAppName}}

    Wave + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

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

  • New Invoice

    Triggers when a new invoice is created.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • 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.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Wave & Autotask Integrations Work

  1. Step 1: Choose Wave 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 Autotask 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 Wave to Autotask.

    (2 minutes)

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

Integration of Wave and Autotask

Wave

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.

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Integration of Wave and Autotask

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.

Benefits of Integration of Wave and Autotask

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.