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How to connect Formsite and Wave
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Wave will be your first step. To do this, click "Choose an app," find Formsite or Wave, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Wave integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Wave
Formsite + Wave + Slack: When a new form is submitted in Formsite, create a new invoice in Wave, and then send a message to a Slack channel to notify the sales team.
Wave + Formsite + Google Sheets: When a new invoice is created in Wave, gather the latest form submission data from Formsite, and then add a new row to a Google Sheet containing both the invoice and form submission details.
Formsite and Wave integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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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FAQ Formsite and Wave
How can I connect my Formsite account to Wave using Latenode?
To connect your Formsite account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from Formsite submissions?
Yes, you can! Latenode's visual editor and advanced logic allow you to automatically trigger invoice creation in Wave whenever a new form is submitted in Formsite. Save time and reduce manual data entry.
What types of tasks can I perform by integrating Formsite with Wave?
Integrating Formsite with Wave allows you to perform various tasks, including:
- Creating Wave invoices automatically from new Formsite submissions.
- Updating customer details in Wave when a Formsite is updated.
- Generating detailed financial reports in Wave based on Formsite data.
- Sending personalized thank-you emails via Formsite after invoice payments in Wave.
- Triggering Formsite actions based on payment statuses in Wave.
How secure is my Formsite data when using Latenode?
Latenode uses advanced encryption and security protocols to ensure your data remains private and protected throughout the integration process.
Are there any limitations to the Formsite and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Formsite might require custom JavaScript code in Latenode.
- Wave's API rate limits could affect high-volume workflows.
- File uploads from Formsite to Wave might have size restrictions.
