Proposify + Wave Integrations
How to connect Proposify + Wave
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Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger- Client CreatedTriggers when a user creates a new client.Trigger
- Proposal CreatedTriggers when a proposal is created.Trigger
- Proposal LostTriggers when a Proposal is declined by a client.Trigger
- Proposal SentTriggers when a proposal is sent or marked as sent by a user.Trigger
- Proposal SignedTriggers when a proposal is signed by a client.Trigger
- Proposal ViewedTriggers when a proposal is viewed by a client.Trigger
- Proposal WonTriggers when a proposal is accepted by a client.Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
- Wave
Triggers when a new customer is added to a business you choose.
Scheduled
Trigger
- Wave
Triggers when a new invoice is created.
Scheduled
Trigger
- Wave
Creates a customer in a business that you choose.
Scheduled
Action
- Wave
Creates a new invoice.
Scheduled
Action
- Wave
Creates a product or service in a business that you choose.
Scheduled
Action
- Wave
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Scheduled
Action
- Wave
Finds an existing customer.
Scheduled
Action
- Wave
Finds an existing product or service by name.
Scheduled
Action
- Wave
Finds an existing customer.
Scheduled
Action
How Proposify + Wave Integrations Work
- Step 1: Authenticate Proposify and Wave.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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