How to connect Wave + Lob
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- New CustomerTriggers when a new customer is added to a business you choose.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- Create CustomerCreates a customer in a business that you choose.Action
- Create InvoiceCreates a new invoice.Action
- Create Product or ServiceCreates a product or service in a business that you choose.Action
- Record SaleRecords an Income transaction with optional Sales Tax and optional Payment Processing Fee.Action
- Find CustomerFinds an existing customer.Action
- Find Sold Product or ServiceFinds an existing product or service by name.Action
- Wave
Finds an existing customer.
Scheduled
Action
- Lob
Creates a new letter in a double window envelope that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (
Scheduled
Action
- Lob
This action creates a new postcard that will be mailed to the 'to' address, and from the 'from' address. Please see our documentation (
Scheduled
Action
- Lob
Corrects, standardizes, and enriches an international address. Does not accept US addresses (use Verify US Address). For details, see our
Scheduled
Action
- Lob
Corrects, standardizes, and enriches (e.g. county, geolocation, deliverability) a single-line US address. Please see our
Scheduled
Action
- Lob
Corrects, standardizes, and enriches (e.g. county, geolocation, deliverability) a US address. Please see our
Scheduled
Action
How Wave + Lob Integrations Work
- Step 1: Authenticate Wave and Lob.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.
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