Stan + Wave integrations
Record sales in Wave when new customers register on Stan
With this workflow, as soon as a new customer is added in Stan app, a corresponding sale record is immediately logged in the Wave app. This allows you to efficiently manage sales data between platforms. No more manual data entry or cross-checking needed, let this integration help you keep track of all new customers and their purchases.
- When this happens...New CustomerTriggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Record SaleRecords an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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More things you can do with Stan and Wave
Discover other triggers and actions you can use with Stan and Wave
- Product (optional)
Try ItTriggerPolling- New Membership
Triggers when a customer purchases a recurring membership.
Try ItTriggerPolling - BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite
- Cancelled Membership
Triggers when a customer's cancelled membership expires.
Try ItTriggerPolling - Pre-Cancellation Membership
Triggers when a customer cancels their subscription, and before it expires at the end of the billing period.
Try ItTriggerInstant - BusinessRequired
Try ItTriggerPolling- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
ActionWrite
Related categories
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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