DocuSign + Wave Integrations
How to connect DocuSign + Wave
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Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
New CustomerTriggers when a new customer is added to a business you choose.Trigger- New InvoiceTriggers when a new invoice is created.Trigger
- Create CustomerCreates a customer in a business that you choose.Action
- Create InvoiceCreates a new invoice.Action
- Create Product or ServiceCreates a product or service in a business that you choose.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 DocuSign + Wave Integrations Work
- Step 1: Authenticate DocuSign 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.
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