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.

By Rob Maurin

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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