Quotient + Wave Integrations

How to connect Quotient + Wave

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Popular Quotient + Wave workflows

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Create Wave invoices from new accepted Quotient quotes
Quotient + Wave
More details
When this happens
Step 1: Quote Accepted
Then do this
Step 2: Create Customer
Then do this
Step 3: Create Product or Service
Then do this
Step 4: Create Invoice
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Create Wave invoices from new accepted Quotient quotes
Create Wave invoices from new accepted Quotient quotes
Quotient + Wave

Supported triggers and actions

What does this mean?

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant

Create Contact
Creates a new Contact.
Action
Write
Create Lead
Creates a new Lead.
Action
Write

New Customer
Triggers when a new customer is added to a business you choose.
Trigger
Scheduled

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 Quotient + Wave Integrations Work

Step 1: Authenticate Quotient 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.

Connect apps

Connect Quotient + Wave

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

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