Pipedrive and Wave Integration

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Automatically create Wave invoices from new Pipedrive deals using Latenode’s visual editor. Customize the invoice details using JavaScript blocks and scale affordably, paying only for execution time.

Swap Apps

Pipedrive

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Wave

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

Add the Pipedrive Node

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

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Pipedrive

Configure the Pipedrive

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

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Connect Pipedrive

Sign In

Run node once

Add the Wave Node

Next, click the plus (+) icon on the Pipedrive 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.

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Connect Wave

Sign In

Run node once

Configure the Pipedrive 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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Select an action *

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The action ID

Run node once

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

Pipedrive + Wave + Slack: When a deal reaches the 'won' stage in Pipedrive, an invoice is automatically created in Wave. A notification is then sent to a designated Slack channel to alert the sales team of the successful deal and the new invoice.

Wave + Pipedrive + Google Sheets: When a new invoice is created in Wave, the details are recorded in a Google Sheet. A note with a link to the invoice is then added to the relevant deal in Pipedrive.

Pipedrive and Wave integration alternatives

About Pipedrive

Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.

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 Pipedrive and Wave

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

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and Wave accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Wave invoices from won Pipedrive deals?

Yes, you can! Latenode lets you automate invoice creation in Wave when deals close in Pipedrive. This saves time and ensures accurate, timely billing, fully customizable with low-code and JavaScript.

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

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

  • Create new Wave customers when new Pipedrive deals are created.
  • Update Wave invoices when Pipedrive deal details change.
  • Send payment reminders from Wave based on Pipedrive deal stages.
  • Generate financial reports in Wave using Pipedrive data.
  • Archive Pipedrive deals once invoices are paid in Wave.

Can I use JavaScript to customize the Pipedrive-Wave integration?

Yes! Latenode lets you use JavaScript for advanced customization, enabling complex logic and data transformations beyond basic integration capabilities.

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

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

  • Initial data migration between Pipedrive and Wave may require manual setup.
  • Complex, highly customized workflows may require JavaScript knowledge.
  • Large data volumes could impact execution speed without optimization.

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