Wave

The Wave modules allow you to create, add, remove, retrieve, and list the leads, sequence, tags, subscriptions, and events in your Wave account.

Getting Started with Wave

Prerequisites

  • A Wave account

In order to use Wave with Make, it is necessary to have a Wave account. If you do not have one, you can create a Wave account at my.waveapps.com/register.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

You can connect wave to Make in two ways:

1. Go to Make and open the Wave module's Create a connection dialog, in the Connection Type, select Wave OAuth 2.0, and click Continue.

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2. Confirm the access by clicking the Allow Access.

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The connection has been established.

To connect your Wave account to Make you need to obtain the Access Token from your Wave account and insert it in the Create a connection dialog in the Make module.

1. Go to the Wave Developer website and create an Application.

2. Click the Application Name > Create Token. Copy the token to your clipboard.

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3. Go to Make and open the Wave module's Create a connection dialog.

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4. In the Connection name field, enter a name for the connection.

5. In the Access Token field, enter the token copied in step 3 and click Continue.

The connection has been established.

Customers

List customers from the Wave account.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer details you want to retrieve.

Returns details about a particular customer by ID.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer details you want to retrieve.

Customer ID

Select the Customer ID whose details you want to retrieve.

Returns a customer by email.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer details you want to retrieve.

Email Address

Select the email address whose details you want to retrieve.

Creates a new customer.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer details you want to create.

Email Address

Enter the email address of the customer.

Client's Name

Enter the client's name of the customer.

First Name

Enter the first name of the customer.

Last Name

Enter the last name of the customer.

Mobile

Enter the mobile number of the customer.

Internal Notes

Enter the information about the customer you want to notify the members internally.

Phone

Enter the phone number of the customer.

Fax

Enter the fax number of the customer.

Toll-Free

Enter any toll-free number of the customer if available.

Website

Enter the website address of the customer.

Address 1

Enter the street address of the customer.

Address 2

Enter the street address of the customer.

City

Enter the city name of the customer.

State/Province

Enter the state province code of the customer. For example, US-CA for California.

Country

Enter the two-character country name of the customer. For example, US for the USA.

Zip/Postal Code

Enter the are postal code of the customer.

Name

Enter the shipping address name of the customer.

Address 1

Enter the street address of the customer.

Address 2

Enter the street address of the customer.

City

Enter the city name of the customer.

State/Province

Enter the state province code of the customer. For example, US-CA for California.

Country

Enter the two-character country name of the customer. For example, US for the USA.

Zip/Postal Code

Enter the are postal code of the customer.

Delivery Instructions for handling

Enter any special instructions to be followed when delivering to the customer.

Currency

Enter the currency codes applicable to the customer based on ISO 4217. For example, USD, CAD, EUR

Updates existing customers.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer details you want to update.

Customer ID

Select the customer whose details you want to update.

Email Address

Enter the email address of the customer.

Client's Name

Enter the client's name of the customer.

First Name

Enter the first name of the customer.

Last Name

Enter the last name of the customer.

Mobile

Enter the mobile number of the customer.

Internal Notes

Enter the information about the customer you want to notify the members internally.

Phone

Enter the phone number of the customer.

Fax

Enter the fax number of the customer.

Toll-Free

Enter any toll-free number of the customer if available.

Website

Enter the website address of the customer.

Address 1

Enter the street address of the customer.

Address 2

Enter the street address of the customer.

City

Enter the city name of the customer.

State/Province

Enter the state province code of the customer. For example, US-CA for California.

Country

Enter the two-character country name of the customer. For example, US for the USA.

Zip/Postal Code

Enter the are postal code of the customer.

Name

Enter the shipping address name of the customer.

Address 1

Enter the street address of the customer.

Address 2

Enter the street address of the customer.

City

Enter the city name of the customer.

State/Province

Enter the state province code of the customer. For example, US-CA for California.

Country

Enter the two-character country name of the customer. For example, US for the USA.

Zip/Postal Code

Enter the are postal code of the customer.

Delivery Instructions for handling

Enter any special instructions to be followed when delivering to the customer.

Currency

Enter the currency codes applicable to the customer based on ISO 4217. For example, USD, CAD, EUR

Deletes a customer.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer details you want to delete.

Customer ID

Select the customer whose details you want to delete.

Creates an invoice.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer invoice you want to create.

Customer ID

Select the customer whose invoice you want to create.

Status

Select the status of the invoice:

  • The invoice is still a draft

  • The invoice is was saved

Currency

Enter the currency codes applicable to the customer based on ISO 4217. For example, USD, CAD, EUR. If no currency code is provided, the business default currency is applied.

Title

Enter a name for the invoice. If no details are provided, the business's default invoice title is used.

Subhead

Enter the invoice subheading text. If no details are provided, the business's default invoice subheading is used.

Invoice Number

Enter the invoice number. If no details are provided, the system finds the largest invoice number and will add 1 to it.

Items

Add the items for the invoice.

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit Price

Enter the per-unit price of the item.

Amount

Enter the amount of the item.

Sales Tax ID

Select the Sales Tax ID applicable for the item.

Product ID

Select the Product ID for the item.

PO Number

Enter the purchase order number of the invoice.

Invoice Date

Enter the date when the invoice is issued.

Due Date

Enter the date by when the payment of the invoice is due.

Memo

Enter the invoice notes.

Footer

Enter the text that will appear in the footer of the invoice.

Disable Credit Card Payments

Select whether you want to disable the credit card payments for the invoice:

  • Yes

  • No

  • Not defined

Disable Bank Payments

Select whether you want to disable the bank payments for the invoice:

  • Yes

  • No

  • Not defined

Item Title

Enter the label for the item column to list the line items.

Unit Title

Enter the label for the unit column to list the units of the line items.

Amount Title

Enter the label for the amount column to enter the amount of the line items.

Price Title

Enter the label for the price column to enter the price of the line items.

Hide Name

Select whether you want to hide the product's item name in the invoice:

  • Yes

  • No

  • Not defined

Hide Description

Select whether you want to hide the product's item's description in the invoice:

  • Yes

  • No

  • Not defined

Hide Amount

Select whether you want to hide the product's item's amount in the invoice:

  • Yes

  • No

  • Not defined

Hide Price

Select whether you want to hide the product's item's price in the invoice:

  • Yes

  • No

  • Not defined

Hide Unit

Select whether you want to hide the product's item's units in the invoice:

  • Yes

  • No

  • Not defined

Sends an invoice.

Connection

Establish a connection to your Wave account.

Invoice ID

Enter (map) the Invoice ID which you want to send through email.

To

Enter the email address to which you want to send the invoice.

Subject

Enter the subject line of the email.

Message

Enter the message text of the email.

Attach PDF

Select whether you want to attach the invoice PDF to the email:

  • Yes

  • No

  • Not defined

Approve an invoice by ID.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose customer's invoice you want to approve.

Invoice ID

Select the Invoice ID you want to approve.

Lists invoices.

Connection

Establish a connection to your Wave account.

Limit

Set the maximum number of invoices Make should return during one scenario execution cycle.

Business ID

Select the Business ID of the customer's invoices you want to list.

Sort Order

Select the order in which you want to list the invoices:

  • Ascending by the amount due

  • Descending by the amount due

  • Ascending by the amount paid

  • Descending by the amount paid

  • Ascending by the creation time

  • Descending by the creation time

  • Ascending by the customer's name

  • Descending by the customer's name

  • Ascending by the due date

  • Descending by the due date

  • Ascending by the invoice date

  • Descending by the invoice date

  • Ascending by the invoice number

  • Descending by the invoice number

  • Ascending by the modified date

  • Descending by the modified date

  • Ascending by status

  • Descending by status

  • Ascending by the total amount

  • Descending by the total amount

Status

Select the status of the invoice you want to list:

  • The invoice is still a draft

  • The invoice is due

  • The invoice is paid

  • The invoice is partially paid

  • The invoice is overdue

  • The invoice is saved

  • The invoice is sent

  • The invoice is unpaid

  • The invoice was viewed

Returns invoices since the last check.

Connection

Establish a connection to your Wave account.

Limit

Set the maximum number of invoices Make should return during one scenario execution cycle.

Business ID

Select the Business ID whose customer's invoices you want to watch.

Sort Order

Select the order in which you want to watch the invoices:

  • Ascending by the amount due

  • Descending by the amount due

  • Ascending by the amount paid

  • Descending by the amount paid

  • Ascending by the creation time

  • Descending by the creation time

  • Ascending by the customer's name

  • Descending by the customer's name

  • Ascending by the due date

  • Descending by the due date

  • Ascending by the invoice date

  • Descending by the invoice date

  • Ascending by the invoice number

  • Descending by the invoice number

  • Ascending by the modified date

  • Descending by the modified date

  • Ascending by status

  • Descending by status

  • Ascending by the total amount

  • Descending by the total amount

Status

Select the status of the invoice you want to watch:

  • The invoice is still a draft

  • The invoice is due

  • The invoice is paid

  • The invoice is partially paid

  • The invoice is overdue

  • The invoice is saved

  • The invoice is sent

  • The invoice is unpaid

  • The invoice was viewed

Creates a new product or service.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID for which you want to create the new product or service.

Income Account ID

Select the Income Account ID which you want to associate with the product or service.

Expense Account ID

Select the Expense Account ID which you want to associate with the product or service.

Default Sales Tax IDs

Select the Default Sales Tax IDs which you want to associate with the product or service.

Name

Enter the name of the product or service.

Unit Price

Enter the per-unit price of the product or service.

Description

Enter the details of the product or service.

Lists products.

Connection

Establish a connection to your Wave account.

Limit

Set the maximum number of products Make should return during one scenario execution cycle.

Business ID

Select the Business ID whose products you want to list.

Sort Order

Select the order in which you want to list the products:

  • Ascending by the creation time

  • Descending by the creation time

  • Ascending by the modified time

  • Descending by the modified time

  • Ascending by name

  • Descending by name

Is Sold

Select whether you want to list the sold products:

  • Yes

  • No

  • Not defined

Is Bought

Select whether you want to list the products that are bought:

  • Yes

  • No

  • Not defined

Is Archived

Select whether you want to list the archived products:

  • Yes

  • No

  • Not defined

Modified After

Enter the date to list the product that is modified on or after the specified date.

Modified Before

Enter the date to list the product that is modified on or before the specified date.

Updates a product or service.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID for which you want to update the product or service.

Income Account ID

Select the Income Account ID which you want to associate with the product or service.

Expense Account ID

Select the Expense Account ID which you want to associate with the product or service.

Default Sales Tax IDs

Select the Default Sales Tax IDs which you want to associate with the product or service.

Name

Enter the name of the product or service.

Unit Price

Enter the per-unit price of the product or service.

Description

Enter the details of the product or service.

Performs an arbitrary authorized GraphQL query.

Connection

Establish a connection to your Wave account.

Method

Select the method of the API call you want to use. Wave supports both methods:

  • GET

  • POST

Query

Enter the desired GraphQL query. See the Wave API documentation for examples and available queries.

The following example returns the user details from your Wave account.

Method: GET

Query:

query{ 
 user {
    id    
    firstName    
    lastName    
    defaultEmail    
    createdAt    
    modifiedAt  
  }  
}
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Matches of the search can be found in the module's Output under Bundle > Body. In our example, the user details were returned:

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Creates a transaction.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose transaction you want to create.

External ID

Enter the External ID of the transaction.

Date

Enter the date of the transaction.

Description

Enter the details of the transaction.

Notes

Enter any additional information about the transaction.

Account ID

Select the Account ID applicable to the transaction.

Amount

Enter the transaction amount.

Direction

Select the transaction direction:

  • Deposit

  • Transaction

Line Items

Add the line items:

Account ID

Select the Account ID associated with the line items.

Amount

Enter the amount to be paid for the items.

Balance

Enter the balance amount to be paid by the customer.

Customer ID

Select the Customer ID to whom items were ordered.

Description

Enter the item details.

Taxes

Add the taxes for the items:

Sales Tax ID:

Select the Sales Tax ID applicable for the item. For example, VAT.

Amount:

Enter the amount of tax.

Creates a new account.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose account you are creating.

Subtype

Select the account subtype.

Currency

Enter the three-digit currency code applicable to the account.

Name

Enter a name for the account.

Description

Enter the details of the account.

Display ID

Enter the Display ID that appears on the account.

Create an income/expense.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose sales tax you are creating.

Name

Enter a name for the sales tax.

Abbreviation

Enter the full name of the tax. For example, Value Added Tax for VAT.

Rate

Enter the tax percentage for the sales tax.

Creates an income or expense.

Connection

Establish a connection to your Wave account.

Business ID

Select the Business ID whose sales tax you are creating.

Type

Select the income or expense type:

  • Income

  • Expense

Category

Select the category. For example, Sales.

Cash Account

Select the cash account type for the income or expense.

Amount

Enter the amount of expense or income.

Date

Enter the date of expense or income received.

Description

Enter the details of expense or income.

Customer ID

Select the Customer ID whose expense or income details you are creating.

Taxes

Add the taxes for the items:

Sales Tax ID

Select the Sales Tax ID applicable for the item. For example, VAT.

Amount

Enter the amount of tax.

External ID

Enter the External ID of the expense or income.

Notes

Enter any additional information about the expense or income you would like to share.