Ontraport + Wave
Add Wave invoice information to a new or updated Ontraport Contact
Add Wave invoice details to ONTRAPORT for easy reference and automation. Create custom fields in ONTRAPORT for "Last Wave Invoice #" (text field), "Last Wave Invoice Amount" (price field), "Last Wave Invoice Date" (date field), and "Last Wave Invoice URL" (text field) first. Zapier will expose these fields for matching with the Wave invoice data in the Action step. If the email address on the Wave invoice is not found in ONTRAPORT, a new Contact will be created and the fields populated. You can also use the new custom fields populated in ONTRAPORT as merge fields to add to messages, Tasks, Sequences and Campaigns for automation purposes.
Add Wave invoice details to ONTRAPORT for easy reference and automation. Create custom fields in ONTRAPORT for "Last Wave Invoice #" (text field), "Last Wave Invoice Amount" (price field), "Last Wave Invoice Date" (date field), and "Last Wave Invoice URL" (text field) first. Zapier will expose these fields for matching with the Wave invoice data in the Action step. If the email address on the Wave invoice is not found in ONTRAPORT, a new Contact will be created and the fields populated. You can also use the new custom fields populated in ONTRAPORT as merge fields to add to messages, Tasks, Sequences and Campaigns for automation purposes.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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BusinessRequired
Try ItBusinessRequired
Customer or Company NameRequired
Account Number
Currency
First Name
Last Name
Email
Phone Number
Toll Free Number
Mobile Number
Fax Number
Website
Address1
Address2
City
Country
Postal Code
Shipping Contact
Shipping Delivery Instructions
Shipping Phone Number
Shipping Address1
Shipping Address2
Shipping City
Shipping Country
Shipping Postal Code
BusinessRequired
NameRequired
Description
PriceRequired
BusinessRequired
EmailRequired
BusinessRequired
Try ItBusinessRequired
CustomerRequired
Item Description
Item Price
Item ProductRequired
Item Quantity
Item Taxes
Invoice Currency
Invoice Date
Invoice Number
Invoice Title
Status
Subhead
Footer
Additional Notes
SO or PO Number
Due Date
Exchange Rate
Disable Credit Card Payments?
Amount Title
Item Title
Price Title
Quantity Title
Hide Amount?
Hide Description?
Hide Item?
Hide Price?
Hide Quantity?
BusinessRequired
Sale DateRequired
DescriptionRequired
Number FormatRequired
Sale AmountRequired
Sales Tax Abbreviation
Sales Tax Amount
Payment Processing Fee Amount
Notes
Created At
External ID
BusinessRequired
NameRequired
