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.
Ideas
What you can automate in Wave
Get a Slack ping when a Wave invoice is paid
Within a quarter of an hour of an invoice turning paid, you see the customer and amount in Slack.
See how it worksEmail yourself overdue Wave invoices every Monday
The week starts with one email listing each late invoice and how much is still due.
See how it worksGet a Friday summary of invoices you sent
At the end of each week you have a record of every invoice created in Wave and the total billed.
See how it worksPost new Wave customers to Slack
When a customer is added in Wave, their details appear in Slack within the hour.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Wave, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Wave automation you can describe
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
On a schedule
Email yourself overdue Wave invoices every MondayWeekly
Watches for changes
Get a Slack ping when a Wave invoice is paidEvery 15 minutes
On a schedule
Get a Friday summary of invoices you sentWeekly
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
- Log in to Wave and open the developer portal, then go to Manage Applications and click Get started.
- Fill in the form for a new app, accept the terms and click Create application.
- Select the new application, click Create token and copy the full access token.
- 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?
How quickly will I hear about a paid invoice?
Do I need Wave Pro for this?
I have more than one business in Wave. Which one is used?
Does any of this use AI?
Is this a Wave connector for ChatGPT or Claude?
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