Indy + Wave

Create Wave customers from new Indy clients

Easily manage your clients and finances with this convenient workflow between Indy and Wave. When a new client is created in Indy, a new customer will be automatically added in Wave. This organized approach ensures all of your client information is consistently updated and readily available in both platforms, saving you time and streamlining your accounting processes.

When this happens...
Client Created
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Customer
Creates a customer in a business that you choose.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
Try It
Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
Try It
Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
Try It
Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
Try It

Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
Try It

Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
Try It
Project Created
Triggers when a project has been created.
Trigger
Instant
Try It
Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
Try It
Task Marked Done
Triggers when a task is marked done.
Trigger
Instant
Try It
- BusinessRequired
Trigger
Scheduled
Try It
- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- BusinessRequired
- NameRequired
- Description
- PriceRequired
Action
Write
- BusinessRequired
- EmailRequired
Action
Search
- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

About Indy

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn more

Related categories

Accounting

Similar apps

Related Zap Templates

Record Wave sales when Indy invoices are paid

Create Wave invoices from newly viewed Indy invoices

Indy + Wave

Create Wave customers from new Indy clients

Client Created

Contract Viewed

Deposit Paid

Invoice Viewed

Deliverable Created

Project Marked Done

Proposal Viewed

Task Created

New Invoice

Create Invoice

Item Description

Item Price

Item Quantity

Item Taxes

Invoice Currency

Invoice Date

Invoice Number

Invoice Title

Status

Subhead

Footer

Additional Notes

SO or PO Number

Due Date

Exchange Rate

Disable Credit Card Payments?

Amount Title

Item Title

Price Title

Quantity Title

Hide Amount?

Hide Description?

Hide Item?

Hide Price?

Hide Quantity?

Record Sale

Sales Tax Abbreviation

Sales Tax Amount

Payment Processing Fee Amount

Notes

Created At

External ID

Find Sold Product or Service

Contract Signed

New Form Response

Invoice Paid

Deliverable Marked Done

Project Created

Proposal Approved

Task Marked Done

New Customer

Create Customer

Account Number

Currency

First Name

Last Name

Email

Phone Number

Toll Free Number

Mobile Number

Fax Number

Website

Address1

Address2

City

Country

Postal Code

Shipping Contact

Shipping Delivery Instructions

Shipping Phone Number

Shipping Address1

Shipping Address2

Shipping City

Shipping Country

Shipping Postal Code

Create Product or Service

Description

Find Customer