When this happens...
WaveNew Invoice
Then do this...
OntraportCreate 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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When this happens...
then do this!
New Form Submission

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

Create or Update Contact

Creates or updates a contact in Ontraport.

Tag Added

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

Record Sale

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

New Contact

Triggers when a new contact is added to Ontraport.

Create Invoice

Creates a new invoice.

New Customer

Triggers when a new customer is added to a business you choose.

Create Customer

Creates a customer in a business that you choose.

New Invoice

Triggers when a new invoice is created.

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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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