Create Wave customer from completed PandaDoc document
1 ready-made PandaDoc and Wave Applets
Turn one on, or build your own. PandaDoc can start an automation with "Document completed", and IFTTT can then run "Create customer" on Wave.
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Create your own PandaDoc and Wave workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
8 triggers, queries, and actions
Document completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is completed.
Document sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is sent.
Document status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document status changes to the selected state.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is added to a business you choose.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
Find a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an existing customer.
Find or create a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a customer matching the given email.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer in a business you choose.
Create customer
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a customer in a business you choose.
Document completed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is completed.
Document sent
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document is sent.
Document status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a document status changes to the selected state.
Find a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns an existing customer.
Find or create a customer
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a customer matching the given email.
New customer
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is added to a business you choose.
New invoice
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created.
Build an automation in seconds!
If
Select a trigger the automation will use
Document completed
Document sent
Document status changed
New customer
New invoice
Then
Select an action the automation will perform
Create customer
You can add delays, queries, and more actions in the chat.
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How to connect to a PandaDoc automation
Find an Applet using PandaDoc and Wave
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Review trigger and action settings, and click connect. Simple as that!Upgrade your automations with
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PandaDoc and Wave tips, tools, and resources
More on PandaDoc and Wave
About PandaDoc
PandaDoc is an all-in-one document automation and e-signature platform that simplifies the creation, management, and signing of business documents. Connect PandaDoc to IFTTT to automate document tracking, trigger follow-ups based on recipient activity, or sync signed documents with your other business tools.
About Wave
Wave is the all-in-one financial management solution for small business and freelancers around the world. Create beautiful invoices, accept online payments, and make accounting easy—all in one place—with Wave’s suite of money tools.