Automate your business: Wave + Zapier

January 10, 2018
5 minutes read

Great news from our friends at Zapier: Zapier now has 1,000 integrations. And that means countless ways of automating your Wave workflows.

What’s Zapier?

Zapier makes it easy to connect software you love (like Wave) with other software you love (like MailChimp, Slack, or Google Docs).

Without writing any code, you can create integrations (called “Zaps”). Zaps will automatically send information from one software application to another, “so you’ll spend less time manually transferring data between your business tools and can dedicate more focus to creative, big picture tasks,” Zapier says.

What connections can Zapier make with Wave?

Think of a Zap as an “if…/then…” statement.

If you take an action in one application (Zapier calls this a trigger),

then do something with that information in another app (Zapier calls this an action).

In Wave, the available Triggers (i.e., IF statements) are:

  • creating an invoice
  • creating a customer

Available Actions (i.e., THEN statements) in Wave are:

  • creating a customer
  • creating an invoice

For example:

  • If I create an invoice in Wave, then send a message to my team on Slack.
  • If I create a customer in Wave, then add their name to my mailing list in MailChimp.
  • If I create a new contact in Salesforce, then add them as a customer in Wave.

(See? Zaps work both ways — they can be triggered by something in Wave, or by something in a different application.)

Here are some of the most popular integrations that Wave users already use to be more productive.

Congrats to Zapier on the milestone.

Check out other automations that can make your business easier.

starter
Plan
starter
Plan
$0
pro
Plan
$16USD
$20CAD/mo
Option to accept online payments
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction
for first 10 transactions/mo
Unlimited invoices, estimates, bills
Add your logo and brand colors
Automate late payment reminders
with online payments
Wave mobile app
Unlimited bookkeeping records
Dashboard and reports
Auto-import transactions
Auto-merge transactions
Auto-categorize transactions
Add users
Live-person chat and email support
with any paid add-on
Digitally capture unlimited receipts
additional fee
Payroll
additional fee
additional fee
Hire a bookkeeper
additional fee
additional fee
Option to accept online payments
Starting at
2.9% + $0.60
per credit card transaction
Starting at
2.9% + $0*
per credit card transaction
for first 10 transactions/mo
Unlimited invoices, estimates, bills
Add your logo and brand colors
Automate late payment reminders
with online payments
Wave mobile app
Unlimited bookkeeping records
Dashboard and reports
Auto-import transactions
Auto-merge transactions
Auto-categorize transactions
Add users
Live-person chat and email support
with any paid add-on
Digitally capture unlimited receipts
additional fee
Payroll
additional fee
additional fee
Hire a bookkeeper
additional fee
additional fee

*While subscribed to Wave’s Pro Plan, get 2.9% + $0 (Visa, Mastercard, Discover) and 3.4% + $0 (Amex) per transaction for unlimited transactions during the offer period. After the offer ends: over 10 transactions per month at 2.9% + $0.60 (Visa, Mastercard, Discover) and 3.4% + $0.60 (Amex) per transaction. Discover processing is only available to US customers. See full terms and conditions.

See Terms of Service for more information.

By Rob Maurin
Categories:

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

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