Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Create an email trigger to mark an existing Wave invoice as paid

  • November 22, 2024
  • 3 replies
  • 28 views
L

I am very new to Zapier, but am wondering if this is possible.

In Canada, we can exchange money via “interact money transfers” or email - which is free for most banks.  My customers usually opt to pay this way because there are no transaction fees.

Is it possible to mark an existing invoice in Wave as “paid” and send a receipt based on an email trigger?

 

Example:

Bank emails “Customer Jim sent $500 and this has been automatically deposited to your bank account” - Zapier finds the outstanding invoice for that customer in Wave, marks it as paid, and sends a receipt?

Is this possible?

 

And if it isn’t possible with Wave, but is possible with another accounting software, I’m open to hearing about it! 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Badger
Forum|alt.badge.img+5
  • Badger
  • New
  • November 22, 2024

The Wave integration will let you record a sale. See more here https://zapier.com/apps/wave/integrations#how-it-works  I am unsure if this is the same as marking an invoice paid. 

You can parse email in Zapier to get the data from the text, but I have always found this exceedingly tricky unless the email has a very standardised layout from which to grab the data. 

Xero is premium App and does let you change the status of an invoice, I am unsure if that includes marked as paid.

Do look through the apps to see if anything does what you need. https://zapier.com/apps

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 23, 2024

Hi ​@LitUpLiteracy 

Resources for email parsing:

 

Wave Zap app available triggers/actions: https://zapier.com/apps/wave/integrations#triggers-and-actions

No option to update an invoice.

You would have to explore using the Wave API:

https://developer.waveapps.com/hc/en-us/categories/360001114072

 

Resources for using App APIs in Zaps:

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
JammerS
Forum|alt.badge.img+6
  • JammerSZapier Staff
  • Zapier Staff
  • November 25, 2024

Hi ​@LitUpLiteracy,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

Terms & ConditionsAccessibility statement