Wave-engageSPARK Integration Through Zapier
Send an SMS automatically through engageSPARK every time you send an Invoice to a Customer in Wave
Step 1: Accept engageSPARK invite on Zapier. To do that, check this support page for steps. If you have already accepted it in the past, just Log-in to your Zapier Account.
Step 2: Choose your Trigger App. This time, we will choose Wave.
Step 3: Choose the trigger so here, select New Invoice. So, every time you send a new invoice to a customer, Zapier will perform the tasks in the action app. After that hit Continue.
Step 4: Connect your wave account, Test it and then once successful, hit Continue.
Step 5: Choose which Business the invoice should come from.
Step 6: Test it and hit Continue.
Step 7: Choose the Action App. If you have accepted engageSPARK’s invite in STEP 1, engageSPARK will be automatically chosen as the action app.
Step 8: Choose the action. This is what will happen every time there’s a trigger. So, we should Subscribe Contact to an Engagement.
Step 9: Connect your engageSPARK account to Zapier. If you do not know how, CLICK HERE.
Then, test it and Click Continue.
Step 10: Fill out this template:
So now, let’s go through each of the fields you have to fill-in.
First is Phone Number. Just Click on the icon at the end of the blank field, then choose Contact’s Phone Number.
Next, type your ORG ID. If you don’t know it, CLICK HERE.
For the Engagement ID, Click on the “Reports” tab of the engagement you created. The engagement ID is the number in the URL after clicking “Report”. (See image below)
For the First Name and Last Name, just click again on the dropdown and choose First Name and Last Name respectively. Then hit Continue.
Step 11: Test Step 10 and then hit Create and Continue.
Step 12. Click Finish. Turn On your Zap and test it by sending an Invoice to a customer.
Note that you can also follow the same steps every time you add a New Customer to your Wave Account. You also have the option to send a Voice call (IVR) instead of SMS.