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Frequently Asked Questions about Jobber + Wave integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jobber and Wave
How do I set up an integration between Jobber and Wave?
To set up an integration between Jobber and Wave, you need to use our platform to connect the two applications. First, you’ll choose a trigger from Jobber, such as 'New Client' or 'New Invoice,' and an action in Wave, like 'Create Customer' or 'Create Invoice.' We guide you through authenticate both applications so they can communicate effectively.
What triggers are available for Jobber in this integration?
In our integration with Jobber, you can use triggers such as 'New Invoice,' 'New Payment,' 'New Quote,' and 'Client Added.' These triggers allow you to automate actions in Wave based on events occurring within your Jobber account.
Can I automate invoice creation in Wave from new invoices in Jobber?
Yes, by setting the 'New Invoice' trigger in Jobber, you can automatically create a corresponding invoice in Wave. Our system will handle mapping the fields from your Jobber invoice to your new Wave invoice seamlessly.
Is it possible to sync client information between Jobber and Wave?
Certainly! By utilizing the trigger 'Client Added' in Jobber, you can have new clients automatically created as customers in Wave. This ensures that your client database remains current across platforms.
What happens if there’s an error during the integration process?
If there's an error during the integration process between Jobber and Wave, our platform is designed to alert you immediately. We provide detailed error messages that help identify what went wrong and offer solutions or steps for troubleshooting.
Do I need coding skills to perform the integration between these applications?
No coding skills are required! Our interface is user-friendly and walks you through each step of connecting triggers from Jobber with actions in Wave. Everything is designed so that anyone can set it up without technical expertise.
Can I customize which data fields are transferred from Jobber to Wave during synchronization?
Yes, customization is part of our setup process. You can map specific fields from a trigger event such as a new customer or invoice in Jobber to their corresponding fields when they appear as actions like creating a customer or invoice within Wave.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.