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Close + Wave Integrations

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Connect Close to Wave
Example workflows
Triggers and actions
Close + your other apps
Wave + your other apps
FAQ

Close + Wave integrations

Use any of these Wave actions in your Relay.app workflows.

Preview of Trigger actions in your other apps from customers or invoices created in Wave

Use any of these Wave actions in your Relay.app workflows.

Trigger actions in your other apps from customers or invoices created in Wave

Overview

Connect Close to Wave in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Wave, and many other popular SaaS applications.

Check below for example workflows using Close and Wave, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Wave workflows

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Automatically create customer in Wave for each lead added in Close

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Create lead automatically in Close for each customer created in Wave

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Create invoice automatically in Wave for each contact added in Close

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Automatically update lead in Close for each invoice created in Wave

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Send invoice automatically in Wave for each opportunity added in Close

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Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Wave Actions

Customer

add_business

Create customer

Find customer(s)

Invoice

add

Append line items

approval

Approve invoice

add

Create invoice

Find invoice(s)

send

Send invoice

Invoice line item

add

Create invoice line item

Product

Find product(s)

Wave Triggers

Customer

add_business

Customer created

Invoice

receipt_long

Invoice created

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Wave integration

Select a trigger in Close

Select an action in Wave

Create your workflow

Or automate Wave + Close

Select a trigger in Wave

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Wave to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Wave with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Wave to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Wave to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Wave?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Wave—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.