Automate your business: Wave + Zapier

Wave Automation with Zapier

Great news from our friends at ZapierZapier 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.

Categories:   Wave news
By Rob Maurin

The information and tips we’re sharing in this article are meant to be a starting point for your year-end tax prep, so you can be informed and feel confident when working with your accountant. Be sure to check with a tax expert in your country or region for any specific advice you need, as each business (and tax district) is different. As our lawyers would say: “This article is for informational purposes only. It should not be considered legal or financial advice.”