Pipefy + Wave Integration

Integrate Pipefy to Wave in one click, or tell Integrately AI how you want each card handled. Track workflows, create invoices, update financial records, and sync your operations automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.

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Ready Workflows Ready Workflows for Pipefy + Wave Integration

Create invoices, track customer accounts, update card statuses, and log financial transactions, 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 Pipefy + Wave flow

Connect customer communication, financial tracking, team messaging, and CRM records to your core pipeline. Pick a combination and activate it in one click.

Pipefy
Wave
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
HubSpotHubSpot (8)
+
TrelloTrello (8)
G
P
W
Add every new Gmail email to Pipefy as a card, and create a corresponding invoice in Wave
New emails instantly generate a Pipefy card and a Wave invoice, removing manual data entry across your inbox and finance tools.
P
W
G
Create a Wave invoice when a Pipefy card is created, and send a confirmation email via Gmail
Every new Pipefy card triggers a Wave invoice and dispatches a confirmation email through Gmail automatically.
P
W
G
When a Pipefy card is moved, update the customer in Wave and notify stakeholders via Gmail
Card stage movements in Pipefy update client details in Wave and send status update emails through Gmail.
W
P
G
Create a Pipefy card for every new Wave invoice, and send a notification email in Gmail
Wave invoices automatically generate operational tracking cards in Pipefy and alert your team via Gmail.
P
W
G
If a Pipefy card field is updated, create a Wave estimate and send a review email in Gmail
Updated Pipefy card fields generate tailored Wave estimates and dispatch review emails through Gmail.
P
W
G
When a Pipefy card is completed, record a money transaction in Wave and send a receipt via Gmail
Completed Pipefy cards log money transactions in Wave and send payment receipts through Gmail.
G
C
P
W
Use ChatGPT to summarise every new Gmail email, create a card in Pipefy, and create a customer in Wave
ChatGPT summarises incoming emails, populates a Pipefy card, and establishes a new customer profile in Wave.
W
P
G
When a customer is created in Wave, create a Pipefy card, and send a welcome email using Gmail
New Wave customers trigger operational onboarding cards in Pipefy and personalized welcome emails in Gmail.

Supported triggers and actions for Pipefy and Wave

Mix and match to build the exact automation you need

Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
Try it โ†’
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
Try it โ†’
Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
Try it โ†’
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
Try it โ†’

What can you automate with Pipefy + Wave?

Streamline your operational workflows and financial accounting with robust automation built for Pipefy and Wave.

What you can automate?
๐Ÿงพ
Create Wave invoices from Pipefy cards automatically
Generate a new Wave invoice the moment a card is created or updated in Pipefy. Manual data entry between your operational dashboard and accounting software is eliminated.
๐Ÿ“‹
Capture every submitted card field and custom attribute
Map all available Pipefy card fields directly into Wave customer profiles and invoice line items instead of just basic names. Your financial records become far more detailed.
๐Ÿ””
Alert your finance team the second work begins
Send instant notifications or emails whenever a workflow starts in Pipefy or an invoice is generated in Wave. Keep your entire team aligned in real time.
๐Ÿ”€
Route workflows based on specific submitted card fields
Trigger different billing tiers or estimate types in Wave depending on the priority or category selected in your Pipefy card fields.
๐Ÿ”„
Keep financial records updated as workflows progress
Automatically update customer details in Wave whenever a corresponding card is moved or edited in Pipefy, maintaining perfect data consistency.
๐Ÿ”
Search and update instead of creating duplicate records
Check if a customer already exists in Wave before creating a new record, ensuring clean data and preventing duplicate profiles across your systems.
๐Ÿ’ฐ
Handle later status changes like payments and completion
Log money transactions, record deposits, or update customer statuses in Wave the moment a Pipefy card is marked complete or overdue.
๐Ÿ”—
Extend your workflow to team communication apps
Connect your core Pipefy and Wave pipeline with Slack or Gmail to notify stakeholders and share receipt details automatically.
And much more...

Who is Pipefy + Wave integration for?

Teams managing complex workflows and billing operations benefit from instant synchronization between Pipefy and Wave, eliminating manual data entry and stale reports.

Financial analysts
Financial analysts
Operations managers
Operations managers
Client success leads
Client success leads
Billing administrators
Billing administrators
Project coordinators
Project coordinators
Business owners
Business owners
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue reports across multiple spreadsheets but your financial ledger only updates when someone manually exports data, so the cash flow numbers you're analyzing are always a few hours behind โ€” connecting these apps means every new transaction lands in your financial records instantly and your reports stay current.
โšก
Operations managers
You oversee fast-moving project workflows in Pipefy but find out about billing discrepancies too late because accounting tools sit in a separate silo โ€” integrating these apps means every operational update reflects in your billing records immediately and your team catches issues before they escalate.
๐Ÿค
Client success leads
You answer to external clients who want to see real-time progress on their service delivery and billing statements, but manual status updates leave gaps in communication โ€” automating both apps means your client accounts and project cards update simultaneously so stakeholders always see accurate progress.
๐Ÿ“Š
Billing administrators
The volume of new invoices and operational cards is too high for anyone to keep up by hand, leading to missed billing cycles and delayed collections โ€” with this integration, every new card triggers an invoice automatically and your billing volume flows without bottlenecks.
๐Ÿ”„
Project coordinators
You own the operational execution step and depend on someone upstream to hand over client details from financial records before you can start work โ€” connecting these apps means every new customer in Wave instantly generates a tracking card in Pipefy so your team starts work without waiting.
๐Ÿ—‚๏ธ
Business owners
You need a reliable audit history of your operations and finances but keep finding discrepancies between your workflow boards and accounting ledgers โ€” this integration means every record matches across platforms and your operational history remains flawless.
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 Pipefy + Wave

Build and manage your Pipefy + 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 Pipefy + 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipefy to Wave?
Frequently Asked Questions
You can connect Pipefy to Wave in 1-click using ready workflows on Integrately or by asking Integrately AI to build your automation. It links your operational workflows with accounting tools like QuickBooks Online, Slack, and Gmail instantly.
Can I automatically create Wave invoices when a new Pipefy card is created?
Frequently Asked Questions
Can I connect Pipefy, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and Wave?
Frequently Asked Questions
How does Pipefy handle card data when creating Wave invoices?
Frequently Asked Questions
Can Wave customer creation trigger actions in Pipefy?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and Wave?
Frequently Asked Questions
Is the Pipefy 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 Pipefy or Wave With 1500+ Other Apps

Pipefy
Popular Pipefy Integrations
Connect Pipefy with CRMs, project management platforms, and communication tools to streamline your operational workflows.
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Wave
Popular Wave Integrations
Sync Wave with payment processors, reporting tools, and banking platforms to keep your financial stack working together.
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