Bonsai + Wave Integrations
How to connect Bonsai + Wave
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Contract SignedTriggers when a contract is signed by your contact (client or contractor).Trigger- Contract ViewedTriggers when a contract is viewed.Trigger
- Invoice PaidTriggers when an invoice is paid.Trigger
- Invoice ViewedTriggers when an invoice is viewed by the client.Trigger
- Proposal AcceptedTriggers when a proposal is accepted by the client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by the client.Trigger
New CustomerTriggers when a new customer is added to a business you choose.Trigger- New InvoiceTriggers when a new invoice is created.Trigger
- Wave
Creates a customer in a business that you choose.
Scheduled
Action
- Wave
Creates a new invoice.
Scheduled
Action
- Wave
Creates a product or service in a business that you choose.
Scheduled
Action
- Wave
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Scheduled
Action
- Wave
Finds an existing customer.
Scheduled
Action
- Wave
Finds an existing product or service by name.
Scheduled
Action
- Wave
Finds an existing customer.
Scheduled
Action
How Bonsai + Wave Integrations Work
- Step 1: Authenticate Bonsai and Wave.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Bonsai
Bonsai is a platform to help freelancers build, send, and manage their proposals, contracts, and invoices.
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