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Common scenarios where Wave automation saves time and reduces manual work.
Start from Wave’s Watch Customer Invoices trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.
Add Create a Customer as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.
This integration brings 22 ready-made steps for finance work, and every run records what went in and what came back.
Wave workflow on the canvas: Watch Customer Invoices then Create a Customer
Common questions about automating Wave in your workflows.