---
title: Wave
slug: wave
image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_wave.png
docTags:
createdAt: 2025-02-03T13:28:22.759Z
---
hr mThe Wave modules allow you to create, add, remove, retrieve, and list the leads, sequence, tags, subscriptions, and events in your Wave account.
## Getting Started with Wave
Prerequisites
- A Wave account
In order to use Wave with Make, it is necessary to have a Wave account. If you do not have one, you can create a Wave account at [my.waveapps.com/register](https://my.waveapps.com/register/).
## Connecting Wave to Make
You can connect wave to Make in two ways:
- [Connecting Wave to Make Using OAuth](docId:_VfO1nV_ccalKMa6XsAHB)
- [Connecting to Wave through Wave Dev Key (Deprecated)](docId:_VfO1nV_ccalKMa6XsAHB)
### Connecting Wave to Make Using OAuth
1\. Go to **Make** and open the Wave module's *Create a connection* dialog, in the *Connection Type*, select *Wave OAuth 2.0*, and click *Continue*.
2\. Confirm the access by clicking the *Allow Access*.
The connection has been established.
::::ExpandableHeading
### Connecting to Wave through Wave Dev Key (Deprecated)
:::hint{type="warning"}
This connection type is deprecated. Please select the **Wave OAuth 2.0** as your connection type. If the **Connection Type** section doesn't appear, click **Save** and authenticate your Wave account.
:::
To connect your Wave account to Make you need to obtain the Access Token from your Wave account and insert it in the *Create a connection* dialog in the Make module.
1\. Go to the [Wave Developer](https://developer.waveapps.com/hc/en-us/articles/360020948171#application) website and create an Application.
2\. Click the* Application Name* > *Create Token*. Copy the token to your clipboard.
3\. Go to **Make** and open the Wave module's *Create a connection* dialog.
4\. In the *Connection name* field, enter a name for the connection.
5\. In the *Access Token* field, enter the token copied in step 3 and click *Continue*.
The connection has been established.
::::
## Customers
### List Customers
List customers from the Wave account.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer details you want to retrieve. |
### Get a Customer
Returns details about a particular customer by ID.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer details you want to retrieve. |
| **Customer ID** | Select the Customer ID whose details you want to retrieve. |
### Get a Customer by Email
Returns a customer by email.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| ----------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer details you want to retrieve. |
| **Email Address** | Select the email address whose details you want to retrieve. |
### Create a Customer
Creates a new customer.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer details you want to create. |
| **Email Address** | Enter the email address of the customer. |
| **Client's Name** | Enter the client's name of the customer. |
| **First Name** | Enter the first name of the customer. |
| **Last Name** | Enter the last name of the customer. |
| **Mobile** | Enter the mobile number of the customer. |
| **Internal Notes** | Enter the information about the customer you want to notify the members internally. |
| **Phone** | Enter the phone number of the customer. |
| **Fax** | Enter the fax number of the customer. |
| **Toll-Free** | Enter any toll-free number of the customer if available. |
| **Website** | Enter the website address of the customer. |
| **Address 1** | Enter the street address of the customer. |
| **Address 2** | Enter the street address of the customer. |
| **City** | Enter the city name of the customer. |
| **State/Province** | Enter the state province code of the customer. For example, `US-CA` for California. |
| **Country** | Enter the two-character country name of the customer. For example, `US` for the USA. |
| **Zip/Postal Code** | Enter the are postal code of the customer. |
| **Name** | Enter the shipping address name of the customer. |
| **Address 1** | Enter the street address of the customer. |
| **Address 2** | Enter the street address of the customer. |
| **City** | Enter the city name of the customer. |
| **State/Province** | Enter the state province code of the customer. For example, `US-CA` for California. |
| **Country** | Enter the two-character country name of the customer. For example, `US` for the USA. |
| **Zip/Postal Code** | Enter the are postal code of the customer. |
| **Delivery Instructions for handling** | Enter any special instructions to be followed when delivering to the customer. |
| **Currency** | Enter the currency codes applicable to the customer based on ISO 4217. For example, `USD`, `CAD`, `EUR` |
### Update a Customer
Updates existing customers.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer details you want to update. |
| **Customer ID** | Select the customer whose details you want to update. |
| **Email Address** | Enter the email address of the customer. |
| **Client's Name** | Enter the client's name of the customer. |
| **First Name** | Enter the first name of the customer. |
| **Last Name** | Enter the last name of the customer. |
| **Mobile** | Enter the mobile number of the customer. |
| **Internal Notes** | Enter the information about the customer you want to notify the members internally. |
| **Phone** | Enter the phone number of the customer. |
| **Fax** | Enter the fax number of the customer. |
| **Toll-Free** | Enter any toll-free number of the customer if available. |
| **Website** | Enter the website address of the customer. |
| **Address 1** | Enter the street address of the customer. |
| **Address 2** | Enter the street address of the customer. |
| **City** | Enter the city name of the customer. |
| **State/Province** | Enter the state province code of the customer. For example, `US-CA` for California. |
| **Country** | Enter the two-character country name of the customer. For example, `US` for the USA. |
| **Zip/Postal Code** | Enter the are postal code of the customer. |
| **Name** | Enter the shipping address name of the customer. |
| **Address 1** | Enter the street address of the customer. |
| **Address 2** | Enter the street address of the customer. |
| **City** | Enter the city name of the customer. |
| **State/Province** | Enter the state province code of the customer. For example, `US-CA` for California. |
| **Country** | Enter the two-character country name of the customer. For example, `US` for the USA. |
| **Zip/Postal Code** | Enter the are postal code of the customer. |
| **Delivery Instructions for handling** | Enter any special instructions to be followed when delivering to the customer. |
| **Currency** | Enter the currency codes applicable to the customer based on ISO 4217. For example, `USD`, `CAD`, `EUR` |
### Delete a Customer
Deletes a customer.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer details you want to delete. |
| **Customer ID** | Select the customer whose details you want to delete. |
## Invoice
### Create an Invoice
Creates an invoice.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| -------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer invoice you want to create. |
| **Customer ID** | Select the customer whose invoice you want to create. |
| **Status** | Select the status of the invoice:
- *The invoice is still a draft*
- *The invoice is was saved* |
| **Currency** | Enter the currency codes applicable to the customer based on ISO 4217. For example, `USD`, `CAD`, `EUR`. If no currency code is provided, the business default currency is applied. |
| **Title** | Enter a name for the invoice. If no details are provided, the business's default invoice title is used. |
| **Subhead** | Enter the invoice subheading text. If no details are provided, the business's default invoice subheading is used. |
| **Invoice Number** | Enter the invoice number. If no details are provided, the system finds the largest invoice number and will add 1 to it. |
| **Items** | Add the items for the invoice.
**Description**
Enter the details of the item.
**Quantity**
Enter the number of items.
**Unit Price**
Enter the per-unit price of the item.
**Amount**
Enter the amount of the item.
**Sales Tax ID**
Select the Sales Tax ID applicable for the item.
**Product ID**
Select the Product ID for the item. |
| **PO Number** | Enter the purchase order number of the invoice. |
| **Invoice Date** | Enter the date when the invoice is issued. |
| **Due Date** | Enter the date by when the payment of the invoice is due. |
| **Memo** | Enter the invoice notes. |
| **Footer** | Enter the text that will appear in the footer of the invoice. |
| **Disable Credit Card Payments** | Select whether you want to disable the credit card payments for the invoice:
- *Yes*
- *No*
- *Not defined* |
| **Disable Bank Payments** | Select whether you want to disable the bank payments for the invoice:
- *Yes*
- *No*
- *Not defined* |
| **Item Title** | Enter the label for the item column to list the line items. |
| **Unit Title** | Enter the label for the unit column to list the units of the line items. |
| **Amount Title** | Enter the label for the amount column to enter the amount of the line items. |
| **Price Title** | Enter the label for the price column to enter the price of the line items. |
| **Hide Name** | Select whether you want to hide the product's item name in the invoice:
- *Yes*
- *No*
- *Not defined* |
| **Hide Description** | Select whether you want to hide the product's item's description in the invoice:
- *Yes*
- *No*
- *Not defined* |
| **Hide Amount** | Select whether you want to hide the product's item's amount in the invoice:
- *Yes*
- *No*
- *Not defined* |
| **Hide Price** | Select whether you want to hide the product's item's price in the invoice:
- *Yes*
- *No*
- *Not defined* |
| **Hide Unit** | Select whether you want to hide the product's item's units in the invoice:
- *Yes*
- *No*
- *Not defined* |
### Send an Invoice
Sends an invoice.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| -------------- | ------------------------------------------------------------------------------------------------------------- |
| **Invoice ID** | Enter (map) the Invoice ID which you want to send through email. |
| **To** | Enter the email address to which you want to send the invoice. |
| **Subject** | Enter the subject line of the email. |
| **Message** | Enter the message text of the email. |
| **Attach PDF** | Select whether you want to attach the invoice PDF to the email:
- *Yes*
- *No*
- *Not defined* |
### Approve an Invoice
Approve an invoice by ID.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose customer's invoice you want to approve. |
| **Invoice ID** | Select the Invoice ID you want to approve. |
### List Invoices
Lists invoices.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | -------------------------------------------------------------------------------------- |
| **Limit** | Set the maximum number of invoices Make should return during one Make execution cycle. |
| **Business ID** | Select the Business ID of the customer's invoices you want to list. |
| **Sort Order** | Select the order in which you want to list the invoices. |
| **Status** | Select the status of the invoice you want to list: |
### Watch Invoices
Returns invoices since the last check.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | -------------------------------------------------------------------------------------- |
| **Limit** | Set the maximum number of invoices Make should return during one Make execution cycle. |
| **Business ID** | Select the Business ID whose customer's invoices you want to watch. |
| **Sort Order** | Select the order in which you want to watch the invoices. |
| **Status** | Select the status of the invoice you want to watch. |
## Products
### Create a Product/Service
Creates a new product or service.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| ------------------------- | ----------------------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID for which you want to create the new product or service. |
| **Income Account ID** | Select the Income Account ID which you want to associate with the product or service. |
| **Expense Account ID** | Select the Expense Account ID which you want to associate with the product or service. |
| **Default Sales Tax IDs** | Select the Default Sales Tax IDs which you want to associate with the product or service. |
| **Name** | Enter the name of the product or service. |
| **Unit Price** | Enter the per-unit price of the product or service. |
| **Description** | Enter the details of the product or service. |
### List Products
Lists products.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| ------------------- | -------------------------------------------------------------------------------------- |
| **Limit** | Set the maximum number of products Make should return during one Make execution cycle. |
| **Business ID** | Select the Business ID whose products you want to list. |
| **Sort Order** | Select the order in which you want to list the products. |
| **Is Sold** | Select whether you want to list the sold products. |
| **Is Bought** | Select whether you want to list the products that are bought. |
| **Is Archived** | Select whether you want to list the archived products. |
| **Modified After** | Enter the date to list the product that is modified on or after the specified date. |
| **Modified Before** | Enter the date to list the product that is modified on or before the specified date. |
### Update a product/Service
Updates a product or service.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| ------------------------- | ----------------------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID for which you want to update the product or service. |
| **Income Account ID** | Select the Income Account ID which you want to associate with the product or service. |
| **Expense Account ID** | Select the Expense Account ID which you want to associate with the product or service. |
| **Default Sales Tax IDs** | Select the Default Sales Tax IDs which you want to associate with the product or service. |
| **Name** | Enter the name of the product or service. |
| **Unit Price** | Enter the per-unit price of the product or service. |
| **Description** | Enter the details of the product or service. |
## Other
### Execute a GraphQL Query
Performs an arbitrary authorized GraphQL query.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| -------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **Method** | Select the method of the API call you want to use. Wave supports both methods:
- **GET**
- **POST** |
| **Query** | Enter the desired GraphQL query. See the [Wave API documentation](https://developer.waveapps.com/hc/en-us/) for examples and available queries. |
### Example - Get User
The following example returns the user details from your Wave account.
**Method**: `GET`
**Query**:
```none
query{
user {
id
firstName
lastName
defaultEmail
createdAt
modifiedAt
}
}
```
::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/B64EoyWTCYyyTebl53AKk_uuid-dc6c772a-effd-5f4e-c7f5-5f63fc2d02be.png" size="54" width="315" height="472" position="center" showCaption="false"}
Matches of the search can be found in the module's **Output** under *Bundle* > *Body*. In our example, the user details were returned:
::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/EEira6WYvBTZZYZU3pjJ3_uuid-357818d9-0fbc-2091-7aa3-20e24ced426a.png" size="54" width="315" height="551" position="center" showCaption="false"}
### Create a Transaction
Creates a transaction.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose transaction you want to create. |
| **External ID** | Enter the External ID of the transaction. |
| **Date** | Enter the date of the transaction. |
| **Description** | Enter the details of the transaction. |
| **Notes** | Enter any additional information about the transaction. |
| **Account ID** | Select the Account ID applicable to the transaction. |
| **Amount** | Enter the transaction amount. |
| **Direction** | Select the transaction direction:
- *Deposit*
- *Transaction* |
| **Line Items** | Add the line items:
**Account ID**
Select the Account ID associated with the line items.
**Amount**
Enter the amount to be paid for the items.
**Balance**
Enter the balance amount to be paid by the customer.
**Customer ID**
Select the Customer ID to whom items were ordered.
**Description**
Enter the item details.
**Taxes**
Add the taxes for the items:
**Sales Tax ID**:
Select the Sales Tax ID applicable for the item. For example, VAT.
**Amount:**
Enter the amount of tax. |
### Create an Account
Creates a new account.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| --------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose account you are creating. |
| **Subtype** | Select the account subtype. |
| **Currency** | Enter the three-digit currency code applicable to the account. |
| **Name** | Enter a name for the account. |
| **Description** | Enter the details of the account. |
| **Display ID** | Enter the Display ID that appears on the account. |
### Create a Sales Tax
Create an income/expense.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| ---------------- | --------------------------------------------------------------------------- |
| **Business ID** | Select the Business ID whose sales tax you are creating. |
| **Name** | Enter a name for the sales tax. |
| **Abbreviation** | Enter the full name of the tax. For example, `Value Added Tax` for VAT. |
| **Rate** | Enter the tax percentage for the sales tax. |
### Create an Income / Expense
Creates an income or expense.
| **Connection** | [Establish a connection to your Wave account.](docId:_VfO1nV_ccalKMa6XsAHB) |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Business ID** | Select the Business ID whose sales tax you are creating. |
| **Type** | Select the income or expense type:
- *Income*
- *Expense* |
| **Category** | Select the category. For example, Sales. |
| **Cash Account** | Select the cash account type for the income or expense. |
| **Amount** | Enter the amount of expense or income. |
| **Date** | Enter the date of expense or income received. |
| **Description** | Enter the details of expense or income. |
| **Customer ID** | Select the Customer ID whose expense or income details you are creating. |
| **Taxes** | Add the taxes for the items:
**Sales Tax ID**
Select the Sales Tax ID applicable for the item. For example, VAT.
**Amount**
Enter the amount of tax. |
| **External ID** | Enter the External ID of the expense or income. |
| **Notes** | Enter any additional information about the expense or income you would like to share. |