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How to connect Calendly and Wave
Create a New Scenario to Connect Calendly and Wave
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Wave will be your first step. To do this, click "Choose an app," find Calendly or Wave, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Calendly
Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Wave Node
Next, click the plus (+) icon on the Calendly node, select Wave from the list of available apps, and choose the action you need from the list of nodes within Wave.
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Authenticate Wave
Now, click the Wave node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wave settings. Authentication allows you to use Wave through Latenode.
Configure the Calendly and Wave Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Calendly and Wave Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Calendly, Wave, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Calendly and Wave integration works as expected. Depending on your setup, data should flow between Calendly and Wave (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Calendly and Wave
Calendly + Wave + Slack: When a new Calendly appointment is booked, retrieve customer details from Calendly, find or create the customer in Wave, create an invoice in Wave, and then send a Slack message with the invoice details.
Wave + Calendly + Google Sheets: Log new Wave invoices and Calendly appointments in a Google Sheet for financial tracking by appending relevant data to a new row in the sheet.
Calendly and Wave integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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About Wave
Use Wave in Latenode to automate payment reminders and subscription management. Connect Wave to your CRM or database to trigger personalized emails or SMS based on payment status. Latenode’s visual editor makes it simple to build complex billing workflows and handle edge cases without code, ensuring timely payments and reducing churn.
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See how Latenode works
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FAQ Calendly and Wave
How can I connect my Calendly account to Wave using Latenode?
To connect your Calendly account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically invoice new Calendly bookings in Wave?
Yes! Latenode lets you automate invoice creation in Wave when a Calendly meeting is booked. This saves time, reduces errors, and streamlines your billing process with no-code logic.
What types of tasks can I perform by integrating Calendly with Wave?
Integrating Calendly with Wave allows you to perform various tasks, including:
- Create a Wave invoice automatically upon a new Calendly booking.
- Update Wave customer details when a Calendly invitee submits information.
- Send customized thank you notes via email after invoice creation.
- Generate financial reports in Wave based on Calendly meeting data.
- Trigger project updates in Wave after a Calendly consultation.
How do I manage complex conditional logic with Calendly data?
Latenode's visual editor simplifies conditional logic, offering no-code blocks, JavaScript, and AI steps for advanced Calendly data processing and routing.
Are there any limitations to the Calendly and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Wave customization requires familiarity with Wave's API.
- Real-time data synchronization depends on the APIs of both apps.
- Complex workflows may require JavaScript for data transformations.
