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How to connect Instantly and Wave
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Wave will be your first step. To do this, click "Choose an app," find Instantly or Wave, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Wave integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Wave
Instantly + Wave + Slack: When a new lead is captured in Instantly, an invoice is automatically created in Wave for that lead. A notification is then sent to a designated Slack channel to alert the sales team of the new lead and invoice.
Instantly + Wave + Airtable: When a new lead is captured in Instantly, and a payment is recorded in Wave for that lead, the corresponding client record in Airtable is updated with the payment confirmation status.
Instantly and Wave integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Wave
How can I connect my Instantly account to Wave using Latenode?
To connect your Instantly account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after a successful Instantly campaign?
Yes, you can! Latenode enables this automation. Automatically generate Wave invoices upon successful Instantly campaign completion, saving time and ensuring prompt billing using our no-code editor and advanced logic.
What types of tasks can I perform by integrating Instantly with Wave?
Integrating Instantly with Wave allows you to perform various tasks, including:
- Automatically creating Wave invoices for new Instantly leads.
- Updating Wave customer data with Instantly campaign results.
- Triggering Instantly campaigns based on Wave payment statuses.
- Generating detailed financial reports combining Instantly data and Wave records.
- Sending payment reminders through Instantly based on Wave invoice due dates.
How do I handle Instantly data formats within Latenode flows?
Latenode offers robust data transformation tools. Easily parse and format Instantly data using built-in functions, JavaScript blocks, and AI for seamless integration with Wave.
Are there any limitations to the Instantly and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data transfer might require custom solutions.
- Complex Instantly campaign logic might need JavaScript for full integration.
- Wave’s API rate limits can affect high-volume data synchronization.
