Connect PandaDoc and Wave integrations
Connect PandaDoc and Wave with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like PandaDoc and Wave to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a document event occurs according to the event parameter.
Approve an invoice by ID.
Creates a new customer
Creates a new account.
Create an Income/Expense
Creates an invoice.
Creates a new product or service.
Creates a new sales tax
Creates a transaction.
Deletes a customer
Performs an arbitrary authorized GraphQL query.
Returns a customer by email.
Sends invoice.
Updates existing customer
Updates a product or service.
Returns details about particular customer by ID
Lists customers from Wave account
Lists invoices.
Lists products.
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Build your PandaDoc and Wave integrations.
Create custom PandaDoc and Wave workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Approve an invoice by ID.
Creates a new contact.
Creates a new customer
Creates a new document.
Creates a new product or service.
Creates a new sales tax
Creates a transaction.
Creates a new account.
Create an Income/Expense
Popular PandaDoc and Wave workflows.
Looking to get more out of PandaDoc and Wave? With Make you can visually integrate PandaDoc and Wave into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create PandaDoc documents from custom webhook data
Automatically generate PandaDoc documents from custom webhook data, streamlining document creation by integrating CustomWebHook with PandaDoc's document generation capabilities.
TRY IT ->Send overdue Wave invoices to customers
Easily send overdue Wave invoices to clients, improving payment collection and maintaining strong customer relationships with prompt invoice reminders.
TRY IT ->Send an offer letter to a candidate or a rejection mail automatically
This template uses this [Airtable base](https://airtable.com/shreyrZhKjcNhvBAu/tblnSFapeaV6Jq9vg/viwEnqdCbaeEob0ZS?blocks=hide) and is the second part of this [template](https://www.Make.com/en/integration/8780-invite-a-suitable-candidate-to-an-interview-or-send-them-a-rejection-email-automatically). If 'accepted' is selected as the Final status in the base, a contract is sent to the candidate, if rejected, an email is sent and the candidate is added to a Mailchimp list.
TRY IT ->Add rows in Microsoft Power BI datasets from new Wave invoices
Every time a new Wave invoice is created, Make will automatically add it to a specified Microsoft Power BI dataset. A router module is used to filter by customer.
TRY IT ->Create Wave expenses from new Splitwise expenses
Every time a new expense is created in Splitwise, Make will automatically create a record for it in Wave accounting.
TRY IT ->Send a proposal via PandaDoc from a Manual Trigger in noCRM.io
Every time a manual lead trigger is received from noCRM.io, a new proposal will be instantly sent to the lead via PandaDoc.
TRY IT ->Send a PandaDoc offer letter or rejection Email (+add applicant to Mailchimp) from an updated Airtable record
The template works with the following [Airtable base](https://airtable.com/shruEPIPJZVXf2tAY). The scenario is triggered when the 'Final status' field is updated. To achieve that, we created the 'Last modified 2' field of type 'Last modified time' and chose to watch updates in the 'Final status' field only. Use this template to automatically send a PandaDoc offer letter to accepted job applicants and an Email message to rejected applicants (and add them to Mailchimp as subscribers).
TRY IT ->Create EZOfficeInventory users for new paid Wave invoices
Every time an invoice gets status "paid" in Wave, Make will automatically add customer from that invoice to EZOfficeInventory as a new user.
TRY IT ->Send a PandaDoc document when a Keap (Infusionsoft) opportunity stage changes
Every time an Infusionsoft (Keap) opportunity stage changes, Make will automatically create a PandaDoc document from a template and send it.
TRY IT ->
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