Wave + Automational Integrations

How to connect Wave + Automational

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Popular Wave + Automational workflows

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Add new Wave customers to Automational as contacts
Wave + Automational
More details
When this happens
Step 1: New Customer
Then do this
Step 2: Create or Update a Contact
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Add new Wave customers to Automational as contacts
Add new Wave customers to Automational as contacts
Wave + Automational

Supported triggers and actions

What does this mean?

New Customer
Triggers when a new customer is added to a business you choose.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Create Customer
Creates a customer in a business that you choose.
Action
Write
Create Invoice
Creates a new invoice.
Action
Write
Create Product or Service
Creates a product or service in a business that you choose.
Action
Write

Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Action
Write
Find Customer
Finds an existing customer.
Action
Search

Find Sold Product or Service
Finds an existing product or service by name.
Action
Search

Wave
Finds an existing customer.
Scheduled
Action
Automational
Applies tag on an existing contact
Scheduled
Action
Automational
Updates an existing contact (based on email address) or creates a new contact if a contact does not exist.
Scheduled
Action
Automational
Finds a contact
Scheduled
Action
Automational
Find or Create Contact
Scheduled
Action

How Wave + Automational Integrations Work

Step 1: Authenticate Wave and Automational.
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 Wave + Automational

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.

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