Dialpad + Wave Integration

Integrate Dialpad to Wave in one click, or tell Integrately AI how you want each customer handled. Create invoices, update customer records, log financial transactions, and sync your business data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad
  • 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 Dialpad + Wave Integration

Create Wave customers from Dialpad updates, log new invoices, update account records, and track financial cash flow, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dialpad + Wave flow

Streamline your accounting and communications by connecting customer data, financial records, and team alerts. Pick a combination and activate it in one click.

Dialpad
Wave
+
StripeStripe (3)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
D
W
S
Create a Stripe customer and a Wave customer for every new SMS sent in Dialpad, and sync your accounts.
New Dialpad SMS messages instantly generate matching customer profiles in Wave and Stripe, eliminating manual account setup.
W
D
S
When an invoice is created in Wave, update the contact in Dialpad and record the payment in Stripe.
Wave invoices trigger contact updates in Dialpad and secure payment records in Stripe instantly.
W
D
S
Create a Stripe payment link when a customer is created in Wave and a call state is updated in Dialpad.
New Wave customers generated from Dialpad updates automatically receive a Stripe payment link.

Supported triggers and actions for Dialpad and Wave

Mix and match to build the exact automation you need

Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
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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 Dialpad + Wave?

Streamline your communication and financial workflows by connecting calls, messages, invoices, and customer profiles into one unified system.

What you can automate?
๐Ÿ“ž
Sync customer profiles from call updates instantly
Automatically create a Wave customer profile the moment a call state is updated in Dialpad. Eliminate manual data entry and ensure your accounting platform always has accurate client details.
๐Ÿงพ
Capture complete billing and invoice details
Map all available invoice and transaction fields from Wave into your connected systems rather than just basic names. Your financial records become a more useful source for reporting and review.
๐Ÿ””
Alert your team the second an invoice is created
Send instant notifications to your finance or sales channels whenever a new invoice is generated in Wave. Keep your entire team aligned on revenue milestones without checking dashboards manually.
๐Ÿ”€
Route transactions based on submitted fields
Direct your financial workflows differently depending on specific customer attributes or invoice amounts submitted in Wave. Send enterprise transactions to priority channels while logging standard accounts automatically.
๐Ÿ”„
Keep customer records updated as accounts change
Automatically update customer details and billing status across both platforms when contact information or call states change. Prevent outdated records from causing billing discrepancies.
๐Ÿ”
Search and update instead of creating duplicates
Check if a customer already exists in Wave before creating a new record, updating existing profiles with recent Dialpad interaction data. Keep your database clean and free of duplicate accounts.
๐Ÿ’ณ
Manage later status changes like paid or refunded
Handle invoice status updates, money transactions, and payment deposits automatically as client accounts move through their financial lifecycle. Ensure your cash flow view is always accurate.
๐Ÿ”—
Extend your workflow to Slack or Google Sheets
Connect your Dialpad and Wave automation to Slack, Google Sheets, or other popular apps to notify team members or log master records as soon as your core workflow executes.
And much more...

Who is Dialpad + Wave integration for?

Connecting Dialpad and Wave helps finance teams, business owners, and sales reps eliminate manual data entry across calls, invoices, and customer accounts.

Finance Managers
Finance Managers
Customer Support Teams
Customer Support Teams
Account Managers
Account Managers
Sales Directors
Sales Directors
Business Owners
Business Owners
Operations Coordinators
Operations Coordinators
๐Ÿ“ˆ
Finance Managers
You report on revenue and billing metrics, but your accounting sheets only update when someone manually exports invoices, so your cash flow numbers are always a few hours behind โ€” with this integration, every new invoice lands in your financial tools instantly and your data stays current.
โšก
Customer Support Teams
You answer client queries over the phone, but customer accounts in your billing platform are often created late, so you lack immediate context on their financial standing โ€” with this integration, every customer profile is synced automatically and your support quality improves.
๐Ÿค
Account Managers
You answer to clients who want immediate progress updates on their estimates and invoices, but manual status tracking creates frustrating delays โ€” with this integration, every billing event updates your records instantly and client communication remains seamless.
๐Ÿ“Š
Sales Directors
The volume of calls and new customer registrations is too high for anyone to keep up by hand, leading to missed billing entries and fragmented records โ€” with this integration, every interaction and transaction is captured automatically across your entire stack.
๐Ÿ’ผ
Business Owners
You own the financial follow-up and depend on your team to hand over call details before invoicing, but details frequently get lost in transit โ€” with this integration, every call update flows directly into your accounting workflow without manual intervention.
๐Ÿ“‹
Operations Coordinators
You need a reliable history of communication and billing events, but you keep finding gaps between your phone logs and financial accounts โ€” with this integration, every record matches perfectly and your operational audit trail remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Dialpad + Wave

Build and manage your Dialpad + 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 Dialpad + 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 โ€” 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 Dialpad to Wave?
Frequently Asked Questions
You can connect Dialpad to Wave instantly using ready-made workflows or by using Integrately AI to build custom automations in 1 click alongside apps like Slack, Gmail, and Google Sheets.
Can I automatically create Wave customers from Dialpad call updates?
Frequently Asked Questions
Can I connect Dialpad, Wave, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Wave?
Frequently Asked Questions
How does the integration handle Dialpad call and SMS data?
Frequently Asked Questions
Can I track Wave invoices and money transactions with Dialpad?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Wave?
Frequently Asked Questions
Is the Dialpad and Wave integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Dialpad or Wave With 1500+ Other Apps

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Wave
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