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How to connect RocketReach and Wave
Create a New Scenario to Connect RocketReach 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 RocketReach, triggered by another scenario, or executed manually (for testing purposes). In most cases, RocketReach or Wave will be your first step. To do this, click "Choose an app," find RocketReach or Wave, and select the appropriate trigger to start the scenario.
Add the RocketReach Node
Select the RocketReach node from the app selection panel on the right.
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Configure the RocketReach
Click on the RocketReach node to configure it. You can modify the RocketReach 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 RocketReach 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 RocketReach 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 RocketReach 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 RocketReach, 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 RocketReach and Wave integration works as expected. Depending on your setup, data should flow between RocketReach 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 RocketReach and Wave
RocketReach + Wave + Slack: When new contact information is found in RocketReach, an invoice draft is automatically created in Wave. Subsequently, a notification is sent to the sales team in Slack to review the new invoice draft.
Wave + RocketReach + HubSpot: When an invoice is marked as paid in Wave, the customer's data is enriched in RocketReach, and the contact information in HubSpot is updated with the enriched data.
RocketReach and Wave integration alternatives
About RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
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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 RocketReach and Wave
How can I connect my RocketReach account to Wave using Latenode?
To connect your RocketReach account to Wave on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select RocketReach and click on "Connect".
- Authenticate your RocketReach 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 RocketReach contacts?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate invoices, saving time and ensuring prompt billing for newly acquired leads.
What types of tasks can I perform by integrating RocketReach with Wave?
Integrating RocketReach with Wave allows you to perform various tasks, including:
- Create Wave customers from new contacts found in RocketReach.
- Automatically generate invoices in Wave for new RocketReach leads.
- Update Wave customer information with new data from RocketReach profiles.
- Track RocketReach outreach and log expenses in Wave.
- Send payment reminders in Wave based on RocketReach engagement.
Can I filter RocketReach contacts based on specific Wave data?
Yes, use Latenode's advanced filtering and JavaScript blocks to target contacts based on invoice history or payment status from Wave.
Are there any limitations to the RocketReach and Wave integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from RocketReach and Wave APIs may affect high-volume workflows.
- Complex data transformations may require JavaScript knowledge.
- Certain RocketReach data points might not perfectly map to Wave fields.
