Wave + Ontraport Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Wave and Ontraport, with as many as 14 possible integrations. Are you ready to find your productivity superpowers?
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
It's easy to connect Wave + Ontraport and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new customer is added to a business you choose.
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Triggers when a new invoice is created.
Creates a new invoice.
Triggers when a contact successfully fills out an Ontraport or ONTRAPages Form.
Creates a customer in a business that you choose.
Triggers when a tag is successfully added to a contact or a custom object.
Creates or updates a contact in Ontraport.
Triggers when a new contact is added to Ontraport.
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