Occasion + Wave Integration

Integrate Occasion to Wave in one click, or tell Integrately AI how you want each booking handled. Generate invoices, track customer profiles, update financial records, and streamline your cash flow automatically.

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1.
  • Occasion
    New booking is created in Occasion
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.
  • 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 Occasion + Wave Integration

Create invoices from bookings, generate customer profiles, track payments, and update financial records, all in just one click.

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Occasion + Wave Integration

Create Wave invoice for new Occasion booking

If you're a professional who works on one-to-one basis and uses Occasion to manage your events, you may want to create an invoice in Wave when an booking is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created, it will trigger a corresponding invoice in Wave.

This can save you time when creating invoice and tracking payments for your events.
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Connect more apps to your Occasion + Wave flow

Send calendar reminders, sync marketing lists, and notify your team whenever new bookings and invoices are processed. Pick a combination and activate it in one click.

Occasion
Wave
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Google CalendarGoogle Calendar (3)
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MailchimpMailchimp (3)
+
StripeStripe (3)
+
ShopifyShopify (3)
+
ZoomZoom (3)
+
SlackSlack (3)
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Create a Wave invoice for every new Occasion booking, and schedule an event in Google Calendar.
New Occasion bookings instantly generate a Wave invoice and add a scheduled event in Google Calendar so your schedule and accounts stay aligned.
O
W
G
Update your Google Calendar event when a Wave invoice is created for an Occasion booking.
Keep your Google Calendar updated with invoice confirmation details whenever a new Occasion booking is processed in Wave.
O
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Use ChatGPT to summarise booking notes from Occasion, create a Wave invoice, and add a calendar task in Google Calendar.
ChatGPT extracts key details from your Occasion booking to build a Wave invoice and schedule a follow-up task in Google Calendar.

Supported triggers and actions for Occasion and Wave

Mix and match to build the exact automation you need

Occasion
Occasion Triggers & Actions
New booking is created in Occasion
Triggers the automation when a new booking is created
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No action is available
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 Occasion + Wave?

Streamline your entire workflow by connecting Occasion bookings directly to Wave invoices, customer profiles, and financial transactions.

What you can automate?
⚡
Generate invoices from new bookings automatically
Every time a new booking is created in Occasion, a corresponding invoice is generated instantly in Wave without requiring manual data entry.
📝
Capture every submitted booking detail
Map all custom participant questions and pricing tiers from Occasion straight into your Wave customer profiles and line items.
🔔
Alert your finance team immediately
Notify your accounting staff the second a new booking and invoice are created so payment tracking starts without delay.
🔀
Route transactions based on booking criteria
Apply different tax rules or create specific customer tags in Wave depending on the package selected during the Occasion booking.
🔄
Keep financial records updated on changes
Synchronise adjustments made to participant details in Occasion directly with your existing customer records in Wave.
🔎
Search and update existing customer profiles
Search for returning participants in Wave before creating new profiles to prevent duplicate accounts and keep billing history intact.
💳
Handle deposits and transaction records
Automatically record money transactions and deposits in Wave the moment your participants complete their booking payments.
💬
Extend your workflow to team channels
Connect your core Occasion and Wave setup to Slack so your team receives instant updates on every completed payment.
And much more...

Who is Occasion + Wave integration for?

Event coordinators, finance managers, and business owners streamline their booking schedules and financial tracking effortlessly with this automation.

Accounting teams
Accounting teams
Event managers
Event managers
Client success leads
Client success leads
Operations leads
Operations leads
Billing specialists
Billing specialists
Booking administrators
Booking administrators
📊
Accounting teams
You manage group bookings in Occasion, but financial records only update when someone manually enters invoices into Wave, so your cash flow reports are always lagging behind — this integration means every booking instantly generates the correct invoice and your accounts stay reconciled.
⏰
Event managers
You schedule multiple experiences in Occasion, but payment confirmations slip past until it is too late to chase outstanding balances, so your revenue takes an unexpected hit — automating both apps means every booking triggers immediate billing records so you never miss a payment.
📋
Client success leads
You coordinate group sessions in Occasion, but clients ask for itemised financial breakdowns before accounts receive them, so your team wastes hours cross-checking bookings — connecting these apps means booking data flows straight into invoices and reports stay transparent.
🚀
Operations leads
You handle high volumes of group experiences in Occasion, but manual data entry causes duplicate customer profiles and billing errors in Wave, so your database gets cluttered — integrating these apps means clean customer records and invoices are created automatically.
💼
Billing specialists
You process participant registrations in Occasion, but account updates depend on manual handoffs from scheduling staff, so billing delays accumulate — this integration means financial records are updated the moment a booking is confirmed.
🔍
Booking administrators
You log participant details in Occasion, but transaction history often has missing links to original bookings, so auditing revenue becomes tedious — automating both apps means every transaction maps cleanly back to its source booking.
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Why choose Integrately to automate Occasion + Wave

Build and manage your Occasion + 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 Occasion + 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
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Select a trigger from Google Sheets
2
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Occasion to Wave?
Frequently Asked Questions
You can connect Occasion to Wave in just one click using ready-made workflows on Integrately, or ask Integrately AI to build the automation for you. It seamlessly links with popular tools like Google Calendar, Mailchimp, Stripe, Shopify, Zoom, and Slack.
Can I automatically create Wave invoices from Occasion bookings?
Frequently Asked Questions
Can I connect Occasion, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Occasion and Wave?
Frequently Asked Questions
How does Occasion handle booking data during the integration?
Frequently Asked Questions
How does Wave manage invoices created from Occasion bookings?
Frequently Asked Questions
Do I need coding skills to automate Occasion and Wave?
Frequently Asked Questions
Is the Occasion 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 — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Occasion
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Wave
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