HubSpot integration with Wave
How to Create Wave customers from new changes to properties of HubSpot contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Wave customers from new changes to properties of HubSpot contacts" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Wave integrations
Wave actions
Nekton can use any feature that is available in Wave API.
Using our advanced AI, you can easily create custom automations for Wave.
Here are some typical actions you can do in your automated workflows.
Create Customer
Creates a customer in a business that you choose.
Create Product or Service
Creates a product or service in a business that you choose.
Find Customer
Finds an existing customer.
Find or Create Customer
Finds an existing customer.
Create Invoice
Creates a new invoice.
Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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.