Connect E-Sign and Wave to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate E-Sign with Wave - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Completed Envelope" from E-Sign.
Add your action
An action happens after the trigger—such as "Create Customer" in Wave.
You’re connected!
Zapier seamlessly connects E-Sign and Wave, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Completed Envelope
Triggers when an envelope has been signed by all signers and is complete.
Try ItTriggerPolling - New Signer
Triggers when a document has a new signer
Try ItTriggerInstant - file urlRequired
ActionWrite- BusinessRequired
Try ItTriggerPolling
- New Created Envelope
Triggers when a new envelope is created for signing.
Try ItTriggerPolling - Template ID
- Signer Names
- Signer Emails
- Update file
ActionWrite- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- CountryRequired
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect E-Sign and Wave to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Wave on the Zapier blog
Frequently Asked Questions about E-Sign + Wave integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with E-Sign and Wave
How does the integration between E-Sign and Wave work?
The integration between E-Sign and Wave allows you to automate your workflow by connecting electronic signatures with your accounting software. You can set up triggers such as when a document is signed in E-Sign, it automatically creates or updates an invoice in Wave.
Can I trigger an action in Wave when an E-Sign document is completed?
Yes, you can configure a trigger so that once a document is signed in E-Sign, an action like creating or updating an invoice or customer record is automatically performed in Wave.
What specific actions can I automate with this integration?
You can automate various actions such as creating new customers, updating invoices, and sending payment reminders in Wave whenever specific events occur in E-Sign like document completion.
Is it possible to update customer information in Wave using this integration?
Absolutely, one of the key features of this integration is the ability to automate the update of customer details in Wave whenever there are changes captured through signed documents in E-Sign.
How do I set up a workflow with triggers between E-Sign and Wave?
Setting up a workflow involves selecting a trigger event from E-Sign such as 'Document Signed' and then choosing corresponding actions within Wave like 'Create/Update Invoice'. This can be configured within our platform’s user interface.
Are there any limitations on the number of triggers I can set up?
We support multiple workflows and triggers; however, depending on your subscription plan there might be limits. It's advisable to check your plan details for specifics on trigger capacity.
What happens if there’s an error during the automation process?
If there's an error in triggering actions from E-Sign to Wave, our system will alert you. You'll also have access to troubleshooting steps within your dashboard to resolve common issues swiftly.
