Google Docs + Wave integrations
Create documents from templates in Google Docs for new Wave customers
Effortlessly manage your growing client base by connecting Wave and Google Docs in a seamless workflow. With this automation, every time a new customer is added in Wave, a customized document will be created in Google Docs using a predefined template. This way, you can keep your customer-related documents organized and updated without any manual intervention. Let this handy integration save you time and ensure consistency across your customer-related files.
- When this happens...New CustomerTriggers when a new customer is added to a business you choose.
- automatically do this!Create Document From TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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More things you can do with Wave and Google Docs
Discover other triggers and actions you can use with Wave and Google Docs
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite- BusinessRequired
- NameRequired
- Description
- PriceRequired
ActionWrite- BusinessRequired
- EmailRequired
ActionSearch
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
ActionWrite- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
ActionWrite- BusinessRequired
- NameRequired
ActionSearch
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.
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