Formstack Documents + Wave Integrations

How to connect Formstack Documents + Wave

Zapier lets you send info between Formstack Documents and Wave automatically—no code required.

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Supported triggers and actions

What does this mean?

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Combine Files
Combine multiple files into a single PDF or DOCX.
Action
Write
Convert File to PDF
Converts a given file to a PDF.
Action
Write
Create Data Route Merge
Send data to your Data Route URL.
Action
Write
Create Document Merge
Send data to your Merge URL.
Action
Write

Extract Field Values From PDF
Extracts the field values from the given PDF file.
Action
Write
New Customer
Triggers when a new customer is added to a business you choose.
Trigger
Scheduled

New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled

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 Formstack Documents + Wave Integrations Work

Step 1: Authenticate Formstack Documents 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.

Connect apps

Connect Formstack Documents + Wave

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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Documents

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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