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How to connect HighLevel and Wave
Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Wave will be your first step. To do this, click "Choose an app," find HighLevel or Wave, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel 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 HighLevel 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 HighLevel 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 HighLevel, 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 HighLevel and Wave integration works as expected. Depending on your setup, data should flow between HighLevel 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 HighLevel and Wave
Wave + HighLevel + Slack: When a new invoice is paid in Wave, search for the corresponding contact in HighLevel using customer details from Wave. Then, send a notification to a Slack channel informing about the payment and including the contact's HighLevel link.
Wave + HighLevel + Google Sheets: When a new invoice is paid in Wave, the automation retrieves the contact information, adds a row to a Google Sheet containing the transaction details (invoice ID, amount, date), and updates the 'last purchase date' custom field in the HighLevel contact profile.
HighLevel and Wave integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel and Wave
How can I connect my HighLevel account to Wave using Latenode?
To connect your HighLevel account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon new HighLevel deals?
Yes, you can! Latenode allows real-time triggers from HighLevel to Wave, automatically creating invoices. Benefit from streamlined accounting and never miss a billing opportunity.
What types of tasks can I perform by integrating HighLevel with Wave?
Integrating HighLevel with Wave allows you to perform various tasks, including:
- Automatically creating Wave invoices from new HighLevel opportunities.
- Syncing contact information between HighLevel and Wave for consistent data.
- Updating customer payment status in HighLevel from Wave transactions.
- Generating financial reports in Wave based on HighLevel sales data.
- Triggering HighLevel follow-ups based on Wave invoice payment dates.
Can I use custom fields from HighLevel within my Wave invoices?
Yes, Latenode's data mapping lets you use HighLevel custom fields seamlessly in Wave, ensuring detailed and accurate invoice generation, even at scale.
Are there any limitations to the HighLevel and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between HighLevel and Wave is not directly supported.
- Complex tax calculations require custom JavaScript code.
- High volume data synchronization may require a paid Latenode plan.
