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How to connect Formstack and Wave
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Wave will be your first step. To do this, click "Choose an app," find Formstack or Wave, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
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Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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 Formstack, 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 Formstack and Wave integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Wave
Formstack + Wave + Slack: When a new form submission is received in Formstack, an invoice is created in Wave for the submission. Then, a Slack message is sent to a specified channel to notify the accounting team about the new invoice.
Wave + Formstack + Google Sheets: When a new invoice is created in Wave, the automation finds a corresponding client record in Google Sheets based on information from a Formstack form, and then updates a specific row in the Google Sheet with the new invoice information.
Formstack and Wave integration alternatives
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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 Formstack and Wave
How can I connect my Formstack account to Wave using Latenode?
To connect your Formstack account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from new Formstack submissions?
Yes, you can! Latenode allows you to automate invoice creation in Wave whenever a new form is submitted in Formstack, saving time and improving accuracy. Extend with JavaScript for complex logic.
What types of tasks can I perform by integrating Formstack with Wave?
Integrating Formstack with Wave allows you to perform various tasks, including:
- Create Wave invoices automatically from new Formstack submissions.
- Update contact information in Wave based on Formstack data.
- Trigger custom reports in Wave when a Formstack threshold is reached.
- Send payment reminders from Wave based on Formstack order details.
- Archive Formstack submissions after an invoice is paid in Wave.
How do I handle complex conditional logic with Formstack on Latenode?
Latenode lets you use JavaScript blocks and AI to handle intricate logic beyond simple rules when processing your Formstack data for Wave.
Are there any limitations to the Formstack and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the API rate limits of both services.
- Certain advanced Formstack features might not have direct equivalents in Wave.
