Integrate Wave with Retently

Trigger NPS/CSAT surveys after invoice payments or payroll processing, sync customer billing information with Retently, and use feedback scores to enhance customer service and financial product offerings.

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About Wave

Wave is a free invoicing and accounting software that allows users to manage their business finances seamlessly. It includes integrated payment processing and payroll services.

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Wave to Retently

1

New Customer

Triggers when a new customer is added to a business you choose.
2

New Invoice

Triggers when a new invoice is created.
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Retently to Wave

1

Create Customer

Creates a customer in a business that you choose.
2

Create Product or Service

Creates a product or service in a business that you choose.
3

Find Customer

Finds an existing customer.
4

Find or Create Customer

Finds an existing customer.
5

Create Invoice

Creates a new invoice.
6

Record Sale

Records an income transaction with optional sales tax and optional payment processing fee.
7

Find Sold Product or Service

Finds an existing product or service by name.

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