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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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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.
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.
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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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.
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.
Set Up the Process Street and Wave Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wave
Trigger on Webhook
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Process Street
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Iterator
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Webhook response
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.
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.
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.
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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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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:
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:
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: