Refersion + Wave Integration

Integrate Refersion to Wave in one click, or tell Integrately AI how you want each conversion handled. Track affiliate payouts, create invoices, update your customer records, and log deposits automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion
  • Wave
    Create invoice in Wave
  • Wave
    Create customer in Wave
  • Wave
    Search customer in Wave
  • Wave
    Create Money Transaction in Wave
  • Wave
    Create Money Deposit Transaction in Wave
  • Wave
    Update customer in Wave
  • Wave
    Update product in Wave
  • Wave
    Create product in Wave

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Ready Workflows Ready Workflows for Refersion + Wave Integration

Create invoices from conversions, register customers, record payments, update accounts, and sync bills, all in just one click.

Most popular automationsmost-popular-automations
Refersion + Wave Integration

Create Wave customer for new Refersion affiliate

When you create a affiliate in Refersion, it's important to also create that customer in Wave. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Refersion + Wave flow

Send payout updates to your team, email customers their receipts, and keep your accounting ledger current. Pick a combination and activate it in one click.

Refersion
Wave
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ShopifyShopify (8)
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MailchimpMailchimp (8)
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QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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PayPalPayPal (8)
R
W
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When a conversion is created in Refersion, create an invoice in Wave, and create a customer in Shopify.
Every Refersion conversion triggers a new invoice in Wave and registers the customer in Shopify instantly, eliminating manual data entry.
S
R
W
When an order is created in Shopify, create an affiliate in Refersion, and create a customer in Wave.
New Shopify orders automatically register affiliates in Refersion and set up customer profiles in Wave without manual intervention.
R
W
S
When a conversion is approved in Refersion, update customer in Wave, and update the product in Shopify.
Approved conversions in Refersion automatically update customer details in Wave and refresh product records in Shopify.
W
S
R
Create a Shopify product for every new product in Wave, and search for the affiliate in Refersion.
New products created in Wave automatically generate matching items in Shopify while checking affiliate records in Refersion.
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W
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If a conversion is created in Refersion, create an invoice in Wave and add a customer in Shopify; otherwise, create an estimate in Wave and add a customer in Shopify.
Conditional routing sends Refersion conversions to Wave invoices or estimates while updating customer records in Shopify.
R
W
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When a payment is created in Refersion, create a money deposit transaction in Wave, and update the order in Shopify.
Refersion payments immediately log money deposit transactions in Wave and update order records in Shopify.
R
W
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Use ChatGPT to summarise every conversion in Refersion, create an invoice in Wave, and create a customer in Shopify.
ChatGPT summarises Refersion conversions before generating Wave invoices and registering customers in Shopify.
R
W
S
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Turn every conversion in Refersion into a Wave invoice, create a customer in Shopify, and post a notice in Slack.
Refersion conversions create Wave invoices, establish Shopify customers, and notify your finance team on Slack.

Supported triggers and actions for Refersion and Wave

Mix and match to build the exact automation you need

Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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Wave
Wave Triggers & Actions
Invoice is created in Wave
Triggers the automation when any invoice is added or modified
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Customer is created in Wave
Triggers the automation when a new customer is created
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Create invoice in Wave
Generates invoices for sales transactions
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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Create Money Transaction in Wave
Creates a new money transaction
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Create Money Deposit Transaction in Wave
Creates a new money deposit transaction
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Update customer in Wave
Updates a customer's information
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
Try it โ†’

What can you automate with Refersion + Wave?

Sync affiliate conversions, generate accurate financial records, and streamline your entire commission and billing workflow effortlessly.

What you can automate?
๐Ÿงพ
Automate affiliate commission invoicing
Turn every Refersion conversion into a Wave invoice automatically to eliminate manual bookkeeping and ensure timely partner billing.
๐Ÿ“‹
Capture comprehensive conversion and affiliate details
Map all available affiliate metadata, conversion values, and custom fields straight into Wave instead of just basic amounts.
๐Ÿ””
Instant team notifications for new payouts
Alert your finance or management channel the moment a payment or conversion is created in Refersion so your team stays informed.
๐Ÿ”€
Route invoices based on conversion criteria
Create invoices or estimates in Wave dynamically depending on the specific affiliate tier or approval status submitted.
๐Ÿ”„
Keep customer and product records updated
Automatically update existing Wave customer details and product catalogues whenever affiliate or conversion information changes.
๐Ÿ”
Prevent duplicate customer records
Search existing customer profiles in Wave before creating new ones to maintain a clean and organized financial database.
โš™๏ธ
Manage approved and cancelled conversions
Trigger specific accounting actions in Wave when conversions are approved, denied, or cancelled in Refersion.
๐Ÿ”—
Extend your workflow with Shopify
Connect Shopify orders directly with your Refersion affiliate tracking and Wave accounting stack in a single automated pipeline.
And much more...

Who is Refersion + Wave integration for?

Affiliate managers, finance teams, and business owners streamline commission tracking and financial reporting, eliminating manual data entry between platforms.

Finance Managers
Finance Managers
Affiliate Programme Managers
Affiliate Programme Managers
Finance Directors
Finance Directors
E-commerce Merchants
E-commerce Merchants
Accounting Specialists
Accounting Specialists
Auditors and Bookkeepers
Auditors and Bookkeepers
๐Ÿ“ˆ
Finance Managers
You're tracking affiliate commissions in Refersion but your accounting ledger only updates when someone manually exports payouts, so the revenue counts you're reviewing are always a few hours behind โ€” with this integration, every new conversion lands in Wave instantly and your financial records stay current.
โšก
Affiliate Programme Managers
You're approving new affiliates in Refersion but your invoicing team finds out too late to set up their accounts, so payments get delayed and partners get frustrated โ€” connecting these apps means every approved conversion automatically triggers a new invoice in Wave so you never miss a beat.
๐Ÿ“Š
Finance Directors
You're managing affiliate payouts in Refersion but reporting to stakeholders requires manual data gathering from both platforms, so your financial summaries are always prone to human error โ€” automating both apps means every transaction flows directly into Wave to give you clean reports.
๐Ÿš€
E-commerce Merchants
You're scaling your affiliate network in Refersion but high conversion volumes make manual bookkeeping impossible to keep up with, so your expense tracking falls behind โ€” with this integration, every payment creates a deposit transaction in Wave automatically.
๐Ÿ‘ฅ
Accounting Specialists
You're waiting for affiliate data from Refersion to process monthly bills and customer invoices, but upstream delays leave your books incomplete at month-end โ€” automating both apps means customer records and invoices update simultaneously.
๐Ÿ“‘
Auditors and Bookkeepers
You're reconciling affiliate payments in Refersion and constantly finding gaps between marketing data and actual cash flow in your ledger, so your audits take twice as long โ€” this integration means every transaction is logged accurately in Wave without manual entry.
Our team

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Why choose Integrately to automate Refersion + Wave

Build and manage your Refersion + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Refersion + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Refersion to Wave?
Frequently Asked Questions
You can connect Refersion to Wave in one click using ready-made templates or ask Integrately AI to build the automation and map the fields for you. It takes just minutes to link your accounts along with Shopify, Slack, or QuickBooks Online.
Can I automate invoicing whenever a new conversion is created in Refersion?
Frequently Asked Questions
Can I connect Refersion, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Refersion and Wave?
Frequently Asked Questions
How do conversion triggers work when integrating Refersion with Wave?
Frequently Asked Questions
Can I create customers in Wave automatically when managing affiliates in Refersion?
Frequently Asked Questions
Is any coding required to set up Refersion and Wave automations?
Frequently Asked Questions
Is the Refersion and Wave integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Refersion or Wave With 1500+ Other Apps

Refersion
Popular Refersion Integrations
Connect Refersion to affiliate networks, CRM platforms, and marketing tools to grow and manage your partner programs.
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Wave
Popular Wave Integrations
Sync Wave with invoicing, payment processing, and reporting tools to keep your business finances fully aligned.
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