When this happens...
WaveNew Customer
Then do this...
AutomationalCreate or Update a Contact

Make sure all of your new customers get added to your CRM, and you won't ever wonder if you're missing anyone. This automation can do it all for you, too! When it's active, it will add every new Wave customer into Automational as contacts, saving you from the hassle of doing it yourself!

How this Wave-Automational integration works

  1. A new Wave customer is created
  2. Zapier automatically creates a new contact (or updates an existing contact) in Automational

Apps involved

  • Wave
  • Automational
Beta
Automational is a newer integration on Zapier that's still in beta.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Automational + Wave and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Customer

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

Create or Update a Contact

Updates an existing contact (based on email address) or creates a new contact if a contact does not exist.

New Invoice

Triggers when a new invoice is created.

Apply Tag to Contact

Applies tag on an existing contact

Record Sale

Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.

Create Invoice

Creates a new invoice.

Create Customer

Creates a customer in a business that you choose.

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Become a Zapier Integration Partner

The Sales and Marketing platform - featuring fully integrated CRM, Email Marketing, and Marketing Automation - 100% tailored for small businesses.

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.