Proposify + Wave Integrations

How to connect Proposify + Wave

Zapier lets you send info between Proposify and Wave automatically—no code required.

When this happens...

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

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Create Customer

Creates a customer in a business that you choose.

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

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 + 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.

Connect apps

Connect Proposify + Wave

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn More

Related categories

Proposal & Invoice Management

About Wave

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.

Learn More