Microsoft flow

AjixAjix Member Posts: 1

I have microsoft flow instead of Zapier. It does the same thing. Has anyone connected Wave using microsoft flow with salesforce?

Comments

  • MyronMyron Administrator Posts: 143 admin

    Hey @Ajix ! I hope you had a fantastic weekend. I would like to start off by Welcome to the Wave Community!

    While Wave does not yet support integrations through Microsoft Flow, I did take a look into the Flow tool created by Microsoft, and it looks really cool! Thanks for sharing this neat tool with the community!

    Our integrations team is always looking for ways to improve the way that Wave integrates with other apps. You can find helpful articles, reach out to our API team or other developers using Wave’s APIs, as well as the ticket submission form for developers directly on our Developer Portal here:

    https://developer.waveapps.com/hc/en-us/articles/360020333712-Support-and-Resources

    As a side note, there is a Wave + Salesforce integration through Zapier, however it is a Premium integration, which means that it is only available to users with a paid Zapier plan.

  • JohnSmithJohnSmith Member Posts: 1

    +1 on this. @Myron has the integrations team made any movements on this? It would be great to automate some workflows.

    I have a workflow set up for customer intake, the customer fills in the form, I create a note in OneNote, A Contact in my Contacts app and would love to create a Customer in Wave. This is just the tip of the iceberg, but already saves a lot of time.

    Other applications could be to auto-upload a CSV of transactions which would help to mitigate the recent loss of bank feeds.

  • EmmaPEmmaP Administrator Posts: 461 admin

    Hi @JohnSmith! Thanks for reaching out here and sharing your workflow you have set up! It is great for other users to see how they can use these flows for their business. At this stage I don't have an update to share but we appreciate your feedback on this. Hopefully we are able to prioritize this down the track! I also think that an 'auto-upload' for transactions would be useful to have. Thanks for sharing your feedback with us :)

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