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Add Wave invoice information to a new or updated Ontraport Contact

  1. When this happensStep 1: New Invoice

  2. 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

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Connect Ontraport + Wave in Minutes

It's easy to connect Ontraport + Wave and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Contact

Triggers when a new contact is added to Ontraport.

InstantTag Added

Triggers when a tag is successfully added to a contact or a custom object.

Create Customer

Creates a customer in a business that you choose.

Create Product or Service

Creates a product or service in a business that you choose.

Find Customer

Finds an existing customer.

InstantNew Form Submission

Triggers when a contact successfully fills out an Ontraport or ONTRAPages Form.

InstantTag Removed

Triggers when a tag is successfully removed from a contact or custom object.

Create Invoice

Creates a new invoice.

Record Sale

Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.

Find or Create Customer

Finds an existing customer.

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