Microsoft Teams + Wave

Create sales records in Wave for new Microsoft Teams chats

Effortlessly track and record sales from Microsoft Teams chats with this seamless workflow. When a new chat occurs in Microsoft Teams, the sale information is instantly captured and recorded in the Wave app, making your sales tracking process more efficient and organized. Save time and focus on essential tasks by streamlining your sales management process through this convenient automation.

When this happens...
New Chat
Triggers when a new chat is created.
TriggerScheduled
automatically do this!
Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
ActionWrite

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Supported triggers and actions

What does this mean?

- TeamRequired
Trigger
Scheduled
Try It
- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BusinessRequired
Trigger
Scheduled
Try It

- 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?
Action
Write
- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write
- BusinessRequired
Trigger
Scheduled
Try It
- 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
Action
Write
- BusinessRequired
- NameRequired
- Description
- PriceRequired
Action
Write
- BusinessRequired
- EmailRequired
Action
Search
- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- 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
Action
Search or write

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more Help

Related categories

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Team Chat

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Team Chat

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 Help

Related categories

Accounting

Similar apps

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Accounting

QuickBooks Online

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PRODUCTS

CAPABILITIES

By team

Microsoft Teams + Wave

Create sales records in Wave for new Microsoft Teams chats

New Channel

New Chat Message

ChatRequired

Exclude messages by you?

New Team Member

TeamRequired

Create Channel

TeamRequired

Channel NameRequired

Description

Favorite for All?

Send Channel Message

TeamRequired

ChannelRequired

Message Text Format

Message TextRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Invoice

BusinessRequired

Create Invoice

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?

Record Sale

BusinessRequired

Sale DateRequired

DescriptionRequired

Number FormatRequired

Sale AmountRequired

Sales Tax Abbreviation

Sales Tax Amount

Payment Processing Fee Amount

Notes

Created At

External ID

Find Sold Product or Service

BusinessRequired

NameRequired

New Channel Mention

TeamRequired

ChannelRequired

Member

Highlight Word