Wave Integrations

  • Create Wave customers from new HubSpot CRM contacts

    Ever wish you weren't left adding new customers or clients across all of the different apps you use? Let Zapier help! Any time a new contact is created in HubSpot, it will create a client in Wave without you needing to do that tedious work yourself.

    How It Works

    1. You have a new contact in HubSpot
    2. Zapier creates a new customer in Wave

    What You Need

    • HubSpot account
    • Wave account
  • Create Wave customers from new Insightly contacts

    Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.

    How It Works

    1. You have a new contact in Insightly
    2. Zapier creates a customer in Wave

    What You Need

    • Insightly account
    • Wave account
  • Create MailChimp subscribers from new Wave customers

    When you start working with a new customer, the first information you normally grab would be something financial. But wouldn't you want to also add them to your email marketing list? Of course, but that adds a few extra steps in your day, which can be time consuming, as well as difficult to remember in the first place.

    Zapier can take care of that for you, all you need to do is worry about nurturing the personal relationship, and let automation handle the rest.

    Note: This Zapier integration only creates new MailChimp subscribers from new Wave customers after the Zap has been set up.

    How It Works

    1. You have a new customer in Wave
    2. Zapier creates a new subscriber in MailChimp

    What You Need

    • Wave account
    • MailChimp account
  • Send Slack messages for new Wave invoices

    Staying on top of new invoices as you receive them can be a tall order. Keeping things on top of mind to know when they have come in can be difficult, but is paramount when it comes to cash flow. With a little help from Zapier, you can easily be alerted in a messaging app like Slack any time a new invoice comes in. Never worry about thinking "what's the status of that?" ever again!

    How It Works

    1. You receive a new invoice in Wave
    2. Zapier sends a message to Slack

    What You Need

    • Wave account
    • Slack account
  • Create Wave customers from new Pipedrive deals

    You've landed a new sales deal, awesome! Now comes the tedious part: adding those new customers to all of the other apps you use. Never worry about wasting your valuable time doing that manual work again, Zapier is here to help.

    How It Works

    1. You have a new deal in Pipedrive
    2. Zapier creates a new customer in Wave

    What You Need

    • Wave account
    • Pipedrive account
  • Create Wave customers from new Harvest clients

    When you do client work, you need your time tracking and accounting tools to work hand in hand, right? There's nothing worse than needing to go from app to app and duplicate your work getting new client information into them all. Let Zapier handle all of that for you, leaving you more time to take care of the most important thing of all: those billable hours.

    How It Works

    1. You have a new client in Harvest
    2. Zapier creates a new customer in Wave

    What You Need

    • Harvest account
    • Wave account
  • Create Wave customers from new Thinkific orders

    Keep your books up to date. After you set up this Zap, each time a new students purchases a course on your site via Thinkific, their information will be added to your Wave account.

    How It Works

    1. A user makes a new order on Thinkific
    2. Zapier creates a new customer in Wave

    What You Need

    • Thinkific account
    • Wave account
  • Record new Wave invoices as Bkper transactions

    Wave is a great tool to create professional invoices for your customers, but are your finances managed elsewhere? Use this Zapier to record your Wave invoices on Bkper and have your receivables balance adjusted.

    How It Works

    1. A new Wave invoice is created
    2. Zapier records a new transaction on Bkper

    What You Need

    • Wave account
    • Bkper account
  • Add new Wave customers to Automational as contacts

    Make sure all of your new customers get added to your CRM, and you won't ever wonder if you're missing anyone. This automation can do it all for you, too! When it's active, it will add every new Wave customer into Automational as contacts, saving you from the hassle of doing it yourself!

    How this Wave-Automational integration works

    1. A new Wave customer is created
    2. Zapier automatically creates a new contact (or updates an existing contact) in Automational

    Apps involved

    • Wave
    • Automational
  • Create new Wave customers when new LemonStand customers are created

    To support your customers effectively you need to have their records on hand. Once this integration is active, Zapier will automatically add new LemonStand customers to Wave as new customers, so you don't ever have to worry about missing names again.

    How this LemonStand-Wave integration works

    1. A new customer is created in LemonStand
    2. Zapier creates a new customer in Wave

    Apps involved

    • LemonStand
    • Wave
  • Create agreements for new customers in Wave with WebMerge

    Need to populate contracts, agreements, letters, and other documents from Wave? Setup this Wave-WebMerge integration and each time you add a new customer to Wave, Zapier will send the data to your WebMerge template.

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this Wave-WebMerge integration works

    1. A new customer is created in Wave
    2. Zapier automatically sends data to WebMerge

    Apps involved

    • Wave
    • WebMerge
  • Send new Wave costumers to gotomaxx Campaign 1to1

    Gotomaxx Campaign 1to1 saves a lot of your valuable time by having postal letters sent at predefined times whenever you add a new address. Now, you don't even have to add new addresses yourself! Whenever you add a new customer in your wave account, the address will be added to your gotomaxxCampaign 1to1 campaign by Zapier for you!

    How It Works

    1. New Wave customer is added
    2. Address is added to gotomaxx Campaign 1to1

    What You Need

    • Wave
    • Campaign 1to1 (gotomaxx Portal account)
  • Add Wave invoice information to a new or updated ONTRAPORT 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

  • Add new Wave Customers to ONTRAPORT

    Add new Wave customers to ONTRAPORT automatically. When a new customer is added to Wave, Zapier will add the customer as a new Contact in ONTRAPORT. You can add a Contact Tag or add the new Contact to an ONTRAPORT Sequence when Zapier creates the Contact.

    Note: This Zapier integration does not add existing customers to ONTRAPORT, but will add ONTRAPORT Contact Records for any new Wave customers.

    How this Wave - ONTRAPORT integration works 1. New customer added in Wave 2. Contact is updated or created in ONTRAPORT

    Apps involved

    • Wave
    • ONTRAPORT
  • Create SendPulse subscribers from Wave customers

    New customers is a pleasant occasion for every business, and adding them to an email list can significantly improve your further sales. With this integration you can deal with it without breaking a sweat. Once set up, every new customer in Wave will be automatically subscribed to a designated SendPulse list.

    How this Wave-SendPulse integration works

    1. You have a new customer in Wave.
    2. Zapier creates a new subscriber in SendPulse.

    Apps involved

    • Wave
    • SendPulse
  • Add new Wave invoices to Approval Donkey as approvals

    Need to get approval for invoices you have created in Wave from more than one person? Now with the help of Zapier the tedious work is done for you. This integration creates a new approval request on Approval Donkey for every draft invoice you create in Wave. That way, stakeholders can quickly approve and you can send the invoice confidently.

    How this Wave-Approval Donkey integration works

    1. A new invoice is created in Wave
    2. Zapier creates an approval request on Approval Donkey

    Apps involved

    • Wave
    • Approval Donkey
  • Update deal sizes in your CRM for new invoices in Wave

    Make sure your deal size is always up-to-date with the right amount. This Zapier automation will automatically set a new amount and probability to your leads based on invoices created by your accounting team in Wave.

    How this Wave-noCRM.io integration works

    1. A new invoice is created in Wave
    2. Zapier updates the amount in the noCRM.io lead

    Apps involved

    • Wave
    • noCRM.io
  • Create contacts in eEndorsements from new customers in Wave

    As you add new Customers in Wave, you'll want to send them review requests with eEndorsements. Use this integration to speed up the process by automatically adding customer information from Wave to eEndorsements.

    How this Wave-eEndorsements integration works

    1. Set up new customers in Wave
    2. Zapier transfers their contact information to eEndorsements

    Apps involved

    • Wave
    • eEndorsements
  • Add new Wave invoices to Google Sheets

    Who doesn't want to build a backup of all their invoices or keep track of them in a separate system? That's just smart business! Build a database automatically with this Zap: Zapier will take your new invoices from Wave and send their information to new rows in Google Sheets. In just a few minutes, you'll have your own backup database ready to go.

    How this Wave-Google Sheets integration works:

    1. A new invoice is made in Wave
    2. Zapier sends the invoice information to a row in Google Sheets

    Apps involved

    • Wave
    • Google Sheets
  • Create ShipStation orders from new Wave invoices

    Do you manually build orders after you receive an invoice? Did you know Zapier can automatically create an order in ShipStation from your Wave invoices, sending over all the information you used to copy and paste? Not only can it—but this Zap will. Once a new invoice comes in, Zapier takes the details and builds out an order in ShipStation.

    How this Wave-ShipStation integration works:

    1. A new invoice appears in Wave
    2. Zapier creates an order in ShipStation with the invoice's details

    Apps involved

    • Wave
    • ShipStation
  • Create leads in Freshsales from Wave invoices

    Stop manually adding leads for every new invoice you receive. Instead, let Zapier do it automatically. Now, when you get an invoice in Wave, this Zap will use the invoice details to create a lead in Freshsales.

    How this Wave-Freshsales integration works:

    1. New invoices appear in Wave
    2. Zapier creates a lead in Freshsales

    Apps involved

    • Wave
    • Freshsales
  • Create Wave invoices from new Enalyzer responses

    With Enalyzer, you can create engaging online order forms to effectively sell you products. With Wave, you can send your customers invoices. Set up this Enalyzer-Wave integration and Zapier will automatically send Wave invoices to your customers from Enalyzer responses. Let technology do the work for you and focus on increasing sales and running your business.

    How this Enalyzer-Wave integration works

    1. A customer fills out your Enalyzer order form
    2. Zapier automation creates an invoice on Wave

    Apps involved

    • Enalyzer
    • Wave
  • Create Wave invoices for new Calendly events

    Save time on manually invoicing for booked meetings and calls. This Zapier integration will create a new invoice in Wave every time a customer books a meeting with you via Calendly. And if the customer is making their first booking, Zapier will add the customer for you in Wave too.

    Note: If you want to charge only when your customer books a particular Event Type, try adding a Filter step. If you offer different types or lengths of Event at different prices, creating a Lookup Table in a Formatter step will allow you to map your Calendly Event Types to Wave Product IDs and ensure you charge the right price.

    How this Calendly-Wave integration works:

    1. A customer books an appointment on your Calendly page
    2. Zapier searches for the customer in Wave, and adds the customer to Wave if not found
    3. Zapier creates an invoice in Wave

    Apps involved

    • Calendly
    • Wave
  • Add transactions in Wave for new Square sales

    Keeping your bookkeeping up to date from card transactions is important, but you're busy! This integration will ensure that every new sale you make using Square will be accurately recorded as a transaction in Wave. Sales income and payment card processing fees are captured separately, so you have fully accurate records.

    Note: This integration is for Sale transactions only. To avoid errors, this integration uses a Filter step so that only Square transactions with a positive Money Amount value are handled.

    How this Square-Wave integration works

    1. You process a card payment using Square.
    2. Zapier checks that the transaction is a payment (not a refund)
    3. Zapier adds an income transaction in Wave.

    Apps involved

    • Square
    • Wave
  • Create Wave customers from new Revamp CRM contacts

    Your CRM is a powerful tool inside your business, for many it may even be the hub with the amount of valuable information it contains about your customers. Connect it directly to your finance app with the help of Zapier, and ensure that your customers and contacts exist across all of your important business apps.

    How It Works

    1. You have a new contact in Revamp CRM
    2. Zapier creates a customer in Wave

    What You Need

    • Revamp CRM
    • Wave

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Wave Integration Details

Launched on Zapier October 24, 2015

Zapier combines Triggers (like "New Customer") and Actions (like "Record Sale") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Wave Triggers, Searches, and Actions are supported by Zapier:

Record Sale

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

Create Invoice

Creates a new invoice.

Create Customer

Creates a customer in a business that you choose.

New Customer

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

New Invoice

Triggers when a new invoice is created.

Find Customer

Finds an existing customer.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.