Docusign + Wave

Create invoices in Wave when envelope statuses are updated in DocuSign

Whenever an envelope status is updated in DocuSign, this workflow swiftly generates an invoice in Wave. This seamless integration saves time, eliminates manual data entry, and ensures accurate billing, making your document management and invoicing process more efficient. It's a great way to streamline your administrative processes and focus more on your core business operations.

Whenever an envelope status is updated in DocuSign, this workflow swiftly generates an invoice in Wave. This seamless integration saves time, eliminates manual data entry, and ensures accurate billing, making your document management and invoicing process more efficient. It's a great way to streamline your administrative processes and focus more on your core business operations.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, voided, or declined. 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.

    TriggerScheduled
  2. automatically do this!
    WaveWave
    Create Invoice

    Creates a new invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Add certificate of completion?

    • Download form data?

    Trigger
    Scheduled
    Try It
    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • TemplateRequired

    • Email Subject

    • Email Blurb

    • Recipient Email

    • Recipient Name

    • Recipient Role

    Action
    Write
    • BusinessRequired

    Trigger
    Scheduled
    Try It
  • Docusign triggers, actions, and search

    New Folder

    Triggers when a new folder is created.

    Trigger
    Scheduled
    Try It
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BusinessRequired

    Trigger
    Scheduled
    Try It
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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

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  • Signatures

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wave logo
wave logo

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 moreHelp

Related categories

  • Accounting

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