Salesforce + Wave integrations

Salesforce logoSalesforce > Wave
Trigger
Last triggered
Salesforce logoOpportunity stage reached
Wave logoCreate customer
Overview
Connect Salesforce to Wave in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Wave, and many other popular SaaS applications.
Check below for example workflows using Salesforce 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.

Screenshots of Salesforce and Wave integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps
Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use any of these Salesfoce actions in your Relay.app workflows.
Preview of 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

Example Salesforce + Wave workflows

Salesforce iconarrow_forwardWave icon

Automatically create customer in Wave for each opportunity stage reached in Salesforce

Wave iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each customer created in Wave

Salesforce iconarrow_forwardWave icon

Create invoice automatically in Wave for each opportunity stage changed in Salesforce

Wave iconarrow_forwardSalesforce icon

Automatically update record in Salesforce for each invoice created in Wave

Salesforce iconarrow_forwardWave icon

Send invoice automatically in Wave for each record added in Salesforce

Salesforce Triggers
Opportunity
Salesforce logo
edit_square
Opportunity stage changed
Salesforce logo
edit_square
Opportunity stage reached
Record
Salesforce logo
add
New record added
Salesforce logo
edit
Record changed
Salesforce logo
target
Record first meets conditions
Wave Actions
Customer
Wave logo
add_business
Create customer
Wave logo
search
Find customer(s)
Invoice
Wave logo
add
Append line items
Wave logo
approval
Approve invoice
Wave logo
add
Create invoice
Wave logo
search
Find invoice(s)
Wave logo
send
Send invoice
Invoice line item
Wave logo
add
Create invoice line item
Product
Wave logo
search
Find product(s)
Wave Triggers
Customer
Wave logo
add_business
Customer created
Invoice
Wave logo
receipt_long
Invoice created
Salesforce Actions
Record
Salesforce logo
attach_file
Attach file to record
Salesforce logo
add
Create or update record
Salesforce logo
add
Create record
Salesforce logo
delete
Delete record
Salesforce logo
search
Find record(s)
Salesforce logo
edit
Update record

Create your own Salesforce + Wave integration

Select a trigger in Salesforce
Select an action in Wave
Create your workflow

Or automate Wave + Salesforce

Select a trigger in Wave
Select an action in Salesforce
Create your workflow

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Or connect Wave to your other apps

Intercom + Wave integrations
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Google Sheets
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Zendesk
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Pipedrive
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bitly
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Bloobirds
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Bluesky
Integrate Box with Wave
Box
Sync Brevo with Wave
Brevo
Browse.ai + Wave automations
Browse.ai
How to use BuildKite + Wave
BuildKite
Cal.com + Wave integrations
Cal.com
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CallRail
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Canva
Integrate Cartesia with Wave
Cartesia
Sync Chargebee with Wave
Chargebee
ClickSend + Wave automations
ClickSend
How to use ClickUp + Wave
ClickUp
Close + Wave integrations
Close
Automate Coda + Wave
Coda
Connect Codacy to Wave
Codacy
Integrate CodeScene with Wave
CodeScene
Sync Confluence with Wave
Confluence
ConvertKit + Wave automations
ConvertKit
How to use DeepSeek + Wave
DeepSeek
Deepsource + Wave integrations
Deepsource
Automate Dialpad + Wave
Dialpad
Connect Discord to Wave
Discord
Integrate Documint with Wave
Documint
Sync DocuSign with Wave
DocuSign
Dovetail + Wave automations
Dovetail
How to use Drip + Wave
Drip
Dropbox + Wave integrations
Dropbox
Automate ElevenLabs + Wave
ElevenLabs
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Facebook Lead Ads
Integrate Fathom with Wave
Fathom
Sync Fathom with Wave
Fathom
Fibery + Wave automations
Fibery
How to use Figma + Wave
Figma
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Front
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GitHub
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Gmelius
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Gong
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Sync Google Forms with Wave
Google Forms
Google Gemini + Wave automations
Google Gemini
How to use Google Meet + Wave
Google Meet
Google My Business + Wave integrations
Google My Business
Automate Google Tasks + Wave
Google Tasks
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Granola
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Groq
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Gumroad
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Harmonic
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Harvest
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Kit (ConvertKit) + Wave integrations
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Lemon Squeezy
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LinearB
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Mailjet
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Mailshake
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Mem
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Microsoft Excel
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Microsoft Planner
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Missive
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Mistral
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Mixpanel
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Monday.com
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New Relic
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olostep
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Outlook Calendar
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Paddle
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Perplexity
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ShipHero
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Shopify
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Skyflow
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Smartlead.ai
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SmartSuite
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Smartwaiver
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Snowflake
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Square
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Stripe
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Supabase
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Syften
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Tally
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Teams
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Telegram
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Tella
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Things
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ThriveCart
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TickTick
TidyCal + Wave automations
TidyCal
How to use Tiktok + Wave
Tiktok
Todoist + Wave integrations
Todoist
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Toggl
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Tremendous
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Twilio
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Typeform
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Webflow
How to use WhatsApp notifications + Wave
WhatsApp notifications
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WooCommerce
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Wordpress.com
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WordPress (Self-Hosted)
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X (Twitter)
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xAI
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Xero
How to use Xodo Sign + Wave
Xodo Sign
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YouTube
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Zite
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Zoom
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Zoom Events
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Airtable
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Slack
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FAQ

  • What is Relay.app?

    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 Salesforce to Wave with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Salesforce or Wave to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Salesforce 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 Make.com alternative for connecting Salesforce to Wave?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Wave that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.

    For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Wave—give it a try and let us know what you think.

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