Add Wave invoice information to a new or updated Ontraport Contact
When this happensStep 1: New Invoice
Then do thisStep 2: Create or Update Contact
Add Wave invoice details to ONTRAPORT for easy reference and automation. Create custom fields in ONTRAPORT for "Last Wave Invoice #" (text field), "Last Wave Invoice Amount" (price field), "Last Wave Invoice Date" (date field), and "Last Wave Invoice URL" (text field) first. Zapier will expose these fields for matching with the Wave invoice data in the Action step. If the email address on the Wave invoice is not found in ONTRAPORT, a new Contact will be created and the fields populated. You can also use the new custom fields populated in ONTRAPORT as merge fields to add to messages, Tasks, Sequences and Campaigns for automation purposes.
*Note: This integration does not add existing invoice information from Wave, and acts only when a new invoice is created. *
How this Wave - ONTRAPORT integration works 1. New invoice is created in Wave 2. Zapier updates or creates the Contact in ONTRAPORT and populates the custom fields you created
Apps involved - Wave - ONTRAPORT