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How to connect Jotform and Wave
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Wave will be your first step. To do this, click "Choose an app," find Jotform or Wave, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform node from the app selection panel on the right.
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Add the Wave Node
Next, click the plus (+) icon on the Jotform 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 Jotform 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 Jotform 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 Jotform, 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 Jotform and Wave integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and Wave
Jotform + Wave + Slack: When a new submission is received in Jotform, create a new customer and invoice in Wave with the submission data. Then, send a message to the finance team in Slack to notify them of the new invoice.
Wave + Jotform + Email: When a Wave invoice is created, use Jotform to create a thank you email with submission data, and send it to the customer via Email.
Jotform and Wave integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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 Jotform and Wave
How can I connect my Jotform account to Wave using Latenode?
To connect your Jotform account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Wave accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wave invoices from Jotform submissions?
Yes, you can! Latenode allows seamless automation: new Jotform entries trigger instant invoice creation in Wave, saving time and minimizing manual data entry.
What types of tasks can I perform by integrating Jotform with Wave?
Integrating Jotform with Wave allows you to perform various tasks, including:
- Create new Wave invoices from Jotform form submissions automatically.
- Update customer information in Wave based on Jotform entries.
- Generate detailed financial reports using Jotform and Wave data.
- Send payment reminders from Wave based on Jotform submission dates.
- Track invoice payments in Wave using Jotform confirmation data.
Can I use JavaScript to transform Jotform data before sending to Wave?
Yes! Latenode enables custom JavaScript transformations, letting you format data perfectly before it updates Wave, offering unparalleled flexibility.
Are there any limitations to the Jotform and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require advanced JavaScript knowledge.
- Real-time synchronization depends on the API rate limits of both Jotform and Wave.
- Historical data migration between Jotform and Wave is not supported natively.
