Wave Integrations

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

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

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

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

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

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

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 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 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

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

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

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

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

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

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

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

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

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

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

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