SegMetrics + Wave

Manage new Wave invoices by adding or updating SegMetrics orders

Streamline your business operations with this convenient automation. When a new invoice is created in Wave, it will directly update or add an order in SegMetrics. This efficient workflow saves you from manually transferring data between platforms, letting you focus on more important tasks to grow your business.

Streamline your business operations with this convenient automation. When a new invoice is created in Wave, it will directly update or add an order in SegMetrics. This efficient workflow saves you from manually transferring data between platforms, letting you focus on more important tasks to grow your business.

  1. When this happens...
    WaveWave
    New Invoice

    Triggers when a new invoice is created.

    TriggerPolling
  2. automatically do this!
    SegMetricsSegMetrics
    Add or Update an Order

    Add an invoice or purchase for an existing contact.

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
    • BusinessRequired

    • Sale DateRequired

    • DescriptionRequired

    • Number FormatRequired

    • Sale AmountRequired

    • Sales Tax Abbreviation

    • Sales Tax Amount

    • Payment Processing Fee Amount

    • Notes

    • Created At

    • External ID

    Action
    Write
    • BusinessRequired

    • NameRequired

    Action
    Search
segmetrics logo
segmetrics logo

About SegMetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn more

Related categories

  • Analytics
wave logo
wave logo

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.
Learn more

Related categories

  • Accounting

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