EngageBay Wave Integration using AI Agents

Appy Pie Automate allows you to Integrate EngageBay with Wave using AI Agents

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

About Wave

One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.

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Simplify EngageBay Wave Integration with seamless setup

Easily set up EngageBay Wave Integration without coding. Start automating your workflows and Integrate EngageBay with Wave today.

  • Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Customer

    Triggers when a new customer is added to a business you choose.

  • New Invoice

    Triggers when a new invoice is created.

  • Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • Create Customer

    Creates a customer in a business that you choose.

  • Create Invoice

    Creates a new invoice.

  • Create Product or Service

    Creates a product or service in a business that you choose.

  • Record Transaction

    Records a transaction in a business.

  • Update Customer

    Update a customer in a business that you choose.

How EngageBay and Wave Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wave as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from EngageBay to Wave.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:11 pm
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