Process Street and Wave Integration

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Automatically trigger invoices in Wave from completed Process Street checklists, ensuring timely billing. Latenode's low-code editor and affordable execution-based pricing make scaling this essential workflow easy and cost-effective, with no rigid limits.

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Process Street

Wave

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Process Street and Wave

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

Add the Process Street Node

Select the Process Street node from the app selection panel on the right.

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Process Street

Configure the Process Street

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

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Process Street

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Connect Process Street

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Run node once

Add the Wave Node

Next, click the plus (+) icon on the Process Street 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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Run node once

Configure the Process Street 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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Run node once

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

Process Street + Wave + Slack: When a Process Street checklist is completed, the automation retrieves invoice details from Wave and sends a notification with those details to a designated Slack channel.

Wave + Process Street + Google Sheets: When a new invoice is created in Wave, a client onboarding checklist is triggered in Process Street, and the invoice information is logged in a Google Sheet.

Process Street and Wave integration alternatives

About Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

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 Process Street and Wave

How can I connect my Process Street account to Wave using Latenode?

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

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

Can I automatically create Wave invoices from Process Street checklists?

Yes, you can! Latenode automates invoice creation in Wave upon Process Street checklist completion, saving time and ensuring accurate billing. Leverage no-code tools and custom logic!

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

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

  • Automatically create a Wave invoice when a Process Street checklist is completed.
  • Update a Wave customer's details based on data from a Process Street form submission.
  • Trigger a Process Street checklist when a new payment is received in Wave.
  • Send a summary of completed Process Street tasks to Wave as a journal entry.
  • Create a Wave transaction when a specific task is marked complete in Process Street.

What Process Street data can Latenode access and use in automations?

Latenode accesses form data, checklist status, and user assignments. Use this data to trigger actions and customize workflows.

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

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

  • Complex data transformations may require JavaScript or AI block knowledge.
  • Real-time synchronization depends on the API rate limits of both apps.
  • Historical data migration between Process Street and Wave might need manual setup.

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