Ontraport and Wave Integration

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Automatically create Wave invoices from new Ontraport sales, streamlining accounting. Latenode’s no-code editor and affordable pricing makes complex financial automations accessible.

Swap Apps

Ontraport

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ontraport and Wave

Create a New Scenario to Connect Ontraport 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 Ontraport, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ontraport or Wave will be your first step. To do this, click "Choose an app," find Ontraport or Wave, and select the appropriate trigger to start the scenario.

Add the Ontraport Node

Select the Ontraport node from the app selection panel on the right.

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Ontraport

Configure the Ontraport

Click on the Ontraport node to configure it. You can modify the Ontraport URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Ontraport

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Connect Ontraport

Sign In

Run node once

Add the Wave Node

Next, click the plus (+) icon on the Ontraport 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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Ontraport

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Wave

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.

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Ontraport

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Wave

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Connect Wave

Sign In

Run node once

Configure the Ontraport 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.

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Wave Oauth 2.0

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Change

Select an action *

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The action ID

Run node once

Set Up the Ontraport 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 Ontraport, 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 Ontraport and Wave integration works as expected. Depending on your setup, data should flow between Ontraport 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 Ontraport and Wave

Ontraport + Wave + Slack: When a new contact is created in Ontraport, a corresponding customer is created in Wave, and a welcome message is sent to the contact via Slack.

Wave + Ontraport + Google Sheets: When an invoice is paid in Wave, the corresponding contact details in Ontraport are updated, and the transaction is logged in a Google Sheet.

Ontraport and Wave integration alternatives

About Ontraport

Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.

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.

See how Latenode works

FAQ Ontraport and Wave

How can I connect my Ontraport account to Wave using Latenode?

To connect your Ontraport account to Wave on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Ontraport and click on "Connect".
  • Authenticate your Ontraport 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 Ontraport sales?

Yes, you can! Latenode lets you automate invoice creation in Wave when a new sale is recorded in Ontraport. Save time and ensure accurate accounting with every transaction.

What types of tasks can I perform by integrating Ontraport with Wave?

Integrating Ontraport with Wave allows you to perform various tasks, including:

  • Automatically creating new Wave customers from Ontraport contacts.
  • Syncing product information between Ontraport and Wave for consistency.
  • Generating detailed sales reports by combining data from both platforms.
  • Triggering email sequences in Ontraport based on invoice status in Wave.
  • Updating contact information in Ontraport based on Wave payment details.

How can I use Javascript to customize my Ontraport-Wave workflows?

Latenode allows you to add custom Javascript code for complex transformations between Ontraport and Wave, handling unique data structures and logic.

Are there any limitations to the Ontraport and Wave integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time sync depends on the API limits of Ontraport and Wave.
  • Complex data transformations may require custom Javascript coding.
  • Historical data migration might need manual handling initially.

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