ConvertKit + Wave Integration

Integrate ConvertKit to Wave in one click, or tell Integrately AI how you want each subscriber handled. Generate invoices, log transactions, track customer data, and keep your finances updated automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave

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Ready Workflows Ready Workflows for ConvertKit + Wave Integration

Create invoices, add customers, log transactions, track payments, and update your financial records, all in just one click.

Most popular automationmost-popular-automations
ConvertKit + Wave Integration

Create Wave invoice for new ConvertKit purchase

As soon as you receive a new ConvertKit purchase, you need to generate a corresponding invoice so that you can get paid. With this ConvertKit - Wave integration, a new invoice will be created in your Wave software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new ConvertKit purchase.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Connect more apps to your ConvertKit + Wave flow

Process payments, capture responses, track orders, schedule meetings, and notify your team once your financial workflows run. Pick a combination and activate it in one click.

ConvertKit
Wave
+
StripeStripe (3)
+
TypeformTypeform (3)
+
ShopifyShopify (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
SlackSlack (3)
S
W
C
Create a Wave customer and add a ConvertKit tag whenever a new charge succeeds in Stripe.
New Stripe charges automatically create a customer record in Wave and update subscriber tags in ConvertKit, eliminating manual data entry across your billing and marketing tools.
S
W
C
Create a Wave invoice and add a ConvertKit subscriber when a Stripe subscription is created.
Stripe subscription events immediately generate Wave invoices and add subscribers in ConvertKit so your revenue and mailing lists stay in sync.
S
W
C
Record a Stripe refund as a Wave money transaction and update the ConvertKit subscriber status.
Refunds processed in Stripe update financial records in Wave and adjust tags in ConvertKit automatically.

Supported triggers and actions for ConvertKit and Wave

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with ConvertKit + Wave?

Streamline your subscriber management and financial workflows with powerful automated triggers and actions.

What you can automate?
Sync subscribers directly to financial invoices
Turn every confirmed ConvertKit subscriber or purchase into a corresponding customer profile or invoice in Wave automatically, removing manual data transfer.
📋
Capture every submitted subscriber field
Map all available ConvertKit form data and tags into Wave customer accounts and estimates instead of just basic contact info.
🔔
Notify your team the moment events occur
Alert relevant team members via Slack whenever new invoices are generated or customer profiles are created from ConvertKit triggers.
🔀
Route data conditionally based on subscriber behavior
Perform different Wave actions depending on whether a ConvertKit subscriber completes a specific form, tag, or sequence.
🔄
Keep financial records updated in real time
Automatically update customer details in Wave when subscriber information changes or new purchases are added in ConvertKit.
🔍
Search and update existing records safely
Search for existing customers in Wave by email before creating new profiles, preventing duplicate entries across your accounting books.
💳
Manage financial status and money transactions
Create money transactions, deposits, or estimates in Wave when purchases or sequences are confirmed in ConvertKit.
🔗
Extend flows to powerful third-party apps
Connect your ConvertKit and Wave workflow with Slack, Stripe, or Shopify to build comprehensive multi-step business pipelines.
And much more...

Who is ConvertKit + Wave integration for?

Connect ConvertKit and Wave to eliminate manual data entry between your email marketing platform and financial software, keeping records accurate for every team.

Finance directors
Finance directors
Sales managers
Sales managers
Agency founders
Agency founders
E-commerce owners
E-commerce owners
Operations leads
Operations leads
Bookkeepers
Bookkeepers
📈
Finance directors
You rely on marketing subscriber conversions and billing reports to project monthly revenue, but your accounting books only update when someone manually exports records, so your financial dashboards are always lagging — this integration means every transaction lands in Wave instantly and your reporting stays accurate.
Sales managers
You need to track new customer signups and initiate billing immediately, but lead data gets stuck between your email platform and invoicing tools, so your team finds out about new deals too late — this integration means every confirmed subscriber triggers prompt invoicing in Wave.
📋
Agency founders
You answer to clients who want to see prompt financial onboarding and automated lead nurturing, but managing two separate systems creates administrative delays — this integration means every form submission flows seamlessly into client billing records.
🚀
E-commerce owners
The volume of new subscribers and store purchases is too high for anyone to keep up by hand, leading to mismatched customer profiles and unbilled orders — this integration means every purchase creates a customer record and invoice automatically.
⚙️
Operations leads
You own the customer onboarding process and depend on upstream marketing data to trigger billing workflows, but manual handoffs cause bottlenecks — this integration means subscriber activity instantly drives financial operations.
📁
Bookkeepers
You need a reliable history of customer purchases and invoices, but manual data entry keeps leaving frustrating gaps in your accounting ledger — this integration means every ConvertKit purchase and subscriber event populates Wave without missing a step.
Our team

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Why choose Integrately to automate ConvertKit + Wave

Build and manage your ConvertKit + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ConvertKit + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ConvertKit to Wave?
Frequently Asked Questions
You can connect ConvertKit to Wave in just one click using ready templates on Integrately. You can also use Integrately AI to build custom workflows across Stripe, Typeform, Shopify, and 1,500+ other apps.
Can I automatically create Wave invoices when a new subscriber is confirmed in ConvertKit?
Frequently Asked Questions
Can I connect ConvertKit, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Wave?
Frequently Asked Questions
How are subscriber tags handled between ConvertKit and Wave?
Frequently Asked Questions
Can I update customer details in Wave from ConvertKit data?
Frequently Asked Questions
Do I need coding skills to automate ConvertKit and Wave?
Frequently Asked Questions
Is the ConvertKit and Wave integration free?
Frequently Asked Questions
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You Can Also Connect ConvertKit or Wave With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit to CRMs, email tools, and marketing platforms to manage and follow up on your subscriber lists.
Wave
Popular Wave Integrations
Sync Wave with accounting, project management, and reporting tools to keep your financial data working across your stack.
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