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How to connect ConvertKit and Wave
Create a New Scenario to Connect ConvertKit 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 ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Wave will be your first step. To do this, click "Choose an app," find ConvertKit or Wave, and select the appropriate trigger to start the scenario.
Add the ConvertKit Node
Select the ConvertKit node from the app selection panel on the right.
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Configure the ConvertKit
Click on the ConvertKit node to configure it. You can modify the ConvertKit 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 ConvertKit 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 ConvertKit 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 ConvertKit 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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Save and Activate the Scenario
After configuring ConvertKit, 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 ConvertKit and Wave integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and Wave
ConvertKit + Wave + Google Sheets: When a new subscriber is added to ConvertKit, their information is used to create a new customer in Wave. Wave invoice data is then added to a Google Sheet for financial analysis.
Wave + ConvertKit + Slack: When a new invoice is created in Wave, a thank you email is sent via ConvertKit to the customer. The team is also notified in Slack about the new invoice.
ConvertKit and Wave integration alternatives
About ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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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 ConvertKit and Wave
How can I connect my ConvertKit account to Wave using Latenode?
To connect your ConvertKit account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertKit and click on "Connect".
- Authenticate your ConvertKit and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices for new ConvertKit subscribers?
Yes, you can! Latenode's visual editor makes it simple to trigger invoice creation in Wave whenever a new subscriber joins your ConvertKit list. This saves time and ensures accurate billing.
What types of tasks can I perform by integrating ConvertKit with Wave?
Integrating ConvertKit with Wave allows you to perform various tasks, including:
- Automatically creating Wave invoices for new ConvertKit subscribers.
- Updating customer details in Wave when subscribers update their ConvertKit profiles.
- Sending customized Wave invoices based on ConvertKit segmentations.
- Triggering email sequences in ConvertKit upon invoice payment in Wave.
- Generating summary reports of ConvertKit subscriber data alongside Wave financials.
How can I use ConvertKit data to personalize Wave invoices?
Latenode lets you pass ConvertKit data (like name, plan, etc.) to Wave, personalizing invoices and improving customer experience.
Are there any limitations to the ConvertKit and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data transfer between ConvertKit and Wave may require custom configuration.
- Complex data transformations might necessitate JavaScript code blocks.
- Wave's API rate limits can affect high-volume automation scenarios.
