Skip to content

Automate Wave

Small businesses on Wave use it for invoices and customers, and both are easy to lose track of. Get a heads-up when an invoice flips to paid, a Monday rundown of overdue amounts, a Friday log of what you billed and a note when a new customer shows up. Explain the routine to your assistant, confirm the steps it proposes, and Wave gets checked on schedule from then on.

Try asking

Create a ClickRuntime automation: every 15 minutes, check my Wave invoices and post to #payments in Slack whenever one changes to paid, with the customer, invoice number and amount.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Build your own

Build any Wave automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Wave should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every week, check Wave for unpaid invoices older than 30 days and send me a list with the client and amount.

When a Wave invoice is paid, add a row to my Google Sheet with the client, amount and date.

On the first of each month, pull last month's Wave income and expenses, write a short AI summary to a Google Doc, and email it to me from Gmail.

Beyond chat

Have Wave work when you're not in the chat

Connecting Wave to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Wave

Wave is connected with a full access token that the account owner creates in Wave's developer portal. It is meant for personal and internal use, so there is no app review to wait for.

Wave

Accounting / Invoicing

  1. Log in to Wave and open the developer portal, then go to Manage Applications and click Get started.
  2. Fill in the form for a new app, accept the terms and click Create application.
  3. Select the new application, click Create token and copy the full access token.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Wave.

Good to know

Wave limits that affect automations

  • The token has full access to every business in your Wave account, so treat it like a password and revoke it in the developer portal if it leaks.
  • Wave tokens are long-lived, so you will rarely need to reconnect.
  • Wave does not send webhooks. Paid-invoice and new-customer alerts check on a schedule, such as every 15 minutes or hourly, rather than instantly.

FAQ

Questions about automating Wave

Which Wave data can ClickRuntime reach?
The full access token covers all businesses in your account, including invoices and customers. Your automation only reads or writes what its steps describe, and you can see those steps before it starts.
How quickly will I hear about a paid invoice?
Within the polling interval you choose. Wave has no webhooks, so the automation looks for status changes every 15 minutes, hourly or on whatever schedule you set.
Do I need Wave Pro for this?
No. ClickRuntime talks to Wave's API directly with your token, and nothing in these automations depends on a paid Wave plan.
I have more than one business in Wave. Which one is used?
Name the business in your request. The token can see all of them, so the automation can be pointed at one business or report across several.
Does any of this use AI?
These invoice and customer automations don't. If you want a written summary added, it runs on the AI included with your ClickRuntime plan, with no separate AI key.
Is this a Wave connector for ChatGPT or Claude?
Not for chatting with Wave data. A chat connector lets your assistant read and change Wave while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Wave event.

Tell your assistant what Wave should do

Free plan. No credit card.