I need to integrate between airtable (source) and wave accounting (destination). I would like to use airtable data to create invoices within wave, but first need to determine which wave customer to use (if one exists).
Zapier’s available modules for finding a customer in wave only allow for searching for a customer by email.
In my business it is possible for a single person/email address to be the primary contact for multiple customers. So searching by email will not always return at the correct customer. My initial tests show that the existing search module will simply return the first match it finds.
The source data includes the “customer name” and the primary contact email address. The combination of those two values should arrive at the correct customer
Example:
| Customer Name | Primary Contact First | Primary Contact Last | Primary Contact Email |
| Colin Smith | John | Smith | jsmith@mail.com |
| Steve Smith | John | Smith | jsmith@mail.com |
I am looking for suggestions on how to achieve my goal.