Integrate Novo with Wave to automate your work
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Frequently Asked Questions about Novo + Wave integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Novo and Wave
How do I connect my Novo account with Wave?
To connect your Novo account with Wave, you will need to use an integration platform. Start by navigating to your integrations page in the platform, select Novo as the trigger app and Wave as the action app. Follow the prompts to authenticate both applications.
What are some common triggers for integrating Novo with Wave?
Common triggers when integrating Novo with Wave include a new transaction in Novo or a change in account balance. These triggers can initiate automatic actions such as creating a new expense or updating an invoice status in Wave.
Can I automate invoice creation in Wave when there’s a new transaction in my Novo account?
Yes, you can automate invoice creation. Set up a workflow where a new transaction trigger from your Novo account automatically creates an invoice draft in your Wave account, allowing easy tracking of income and expenses.
Is it possible to sync my transaction history from Novo to Wave?
While direct syncing of historical transactions from Novo to Wave isn't typically automatic, you can set an ongoing integration that records each new transaction going forward into your financial records on Wave.
What type of actions can be triggered in Wave from my Novo bank activities?
Actions that can be triggered include creating new customer invoices, recording payments received, updating customer records, or generating financial reports whenever there's activity such as deposits or payments within your Novo account.
How frequently does data sync between Novo and Wave once integrated?
Data syncing frequency depends on the specific setup within your integration platform. Typically, data is synced almost instantaneously after a triggering event like a new transaction unless specified otherwise in your configuration settings.
What should I do if my transactions aren’t syncing correctly between Novo and Wave?
If transactions aren't syncing correctly, verify the connections on both ends for authentication issues. Also check if the trigger events are accurately configured and that there are no rules blocking specific types of transactions. Re-attempting connection establishment might also resolve this issue.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Description
- Amount (In USD)
- Amount should be
Try It- BusinessRequired
Try It- BusinessRequired
- CustomerRequired
- 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?
- BusinessRequired
- Sale DateRequired
- Description
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
- BusinessRequired
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
- CountryRequired
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
- BusinessRequired
- Customer or Company NameRequired
- Description
- PriceRequired
- BusinessRequired
- Email