[ Accounting ]
Wafeq integration for your workflows.
Connect Wafeq to Collabase once and use 15 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
Sign-inAn API key
CategoryAccounting
UpdatedSeptember 2026
LicenceOpen source (MIT)
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Wafeq in Collabase
Connect Wafeq to Collabase once and use 15 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Cloud accounting software for invoicing, bills, expenses, and tax reporting (ZATCA, UAE FTA).
How to connect it
- Open the integrations in the workspace settings.
- Choose Wafeq and connect your account.
- Add a trigger or an action to the workflow.
- Log in to your Wafeq account.
- In the left-side menu, open the Developer section and click API Keys.
- Click Create new key and copy the key — you won't be able to see it again.
- Click Enable API. The API is available on the Starter plan or higher (including free trials).
- Paste the key below.
Wafeq triggers
| Name | Description | Fields |
|---|---|---|
| New InvoiceChecks at intervals | Fires every time a new invoice is created in Wafeq. Useful for logging sales to a spreadsheet, posting to Slack, or syncing to another system. | 0 |
| New BillChecks at intervals | Fires when a new bill from a supplier is created. Useful for approval workflows — e.g. post the new bill to a Slack channel for a manager to authorize. | 0 |
| New ContactChecks at intervals | Fires every time a new customer or supplier is added to your Wafeq address book. Useful for syncing new customers to HubSpot, Mailchimp, or your CRM. |
|
| New Payment ReceivedChecks at intervals | Fires every time a payment is recorded in Wafeq. Great for celebrating revenue in Slack, triggering commission calculations, or sending the customer a receipt. | 0 |
Wafeq actions
| Name | Description | Fields |
|---|---|---|
| Create Invoice | Create a new sales invoice for a customer. |
+ 9
|
| Report Invoice to Tax Authority | Submit an invoice to the tax authority (ZATCA in Saudi Arabia, FTA in UAE). The invoice must already be finalized in Wafeq before you can report it. |
|
| Create Contact | Add a new customer or supplier to your Wafeq address book so you can invoice them or record bills from them. |
+ 5
|
| Find Contact | Search your Wafeq contacts by name, email, phone, or tax number. Useful for checking if a customer already exists before creating a new one. |
|
| Create Bill | Record a bill you received from a supplier (e.g. a vendor invoice you need to pay). |
+ 9
|
| Record Payment | Record money received from a customer (paying an invoice) or money sent to a supplier (paying a bill). |
+ 7
|
| Create Simplified Invoice | Create a simplified (retail) tax invoice — used for walk-in / over-the-counter sales, especially in Saudi Arabia under ZATCA. Use a regular invoice for B2B sales instead. |
+ 9
|
| Create Credit Note | Issue a credit note to a customer — used when you refund them, correct an overcharge, or take back goods. A credit note reduces how much the customer owes you. |
+ 8
|
| Create Quote | Send a customer a quote (also called an estimate). Quotes can later be converted into an invoice with the "Convert Quote to Invoice" action. |
+ 9
|
| Convert Quote to Invoice | Turn a customer-accepted quote into a real invoice. The new invoice copies the customer, line items, and totals from the quote. |
|
| Download Invoice PDF | Download an invoice as a PDF. You can attach the file to a Gmail / Outlook email, save it to Google Drive or Dropbox, or upload it anywhere else in the flow. |
|
| Create Item | Add a product or service to your Wafeq catalog. Catalog items can be quickly added to invoices, bills, and quotes without retyping descriptions or prices. |
+ 7
|
| List Items | List products and services from your Wafeq catalog. Useful for syncing your catalog to a spreadsheet or another system. |
|
| List Accounts | List accounts from your Wafeq chart of accounts. Useful for exporting your chart of accounts or finding account IDs you need elsewhere. |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Accounting ]
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Questions about Wafeq
What can I automate with Wafeq in Collabase?
Wafeq brings 15 actions and 4 triggers, for example Create Invoice, Report Invoice to Tax Authority, Create Contact, Find Contact and 11 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Wafeq to Collabase?
You open the integrations in the workspace settings, choose Wafeq and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Can Wafeq start a workflow?
Yes. Wafeq provides 4 triggers, for example New Invoice, New Bill, New Contact and 1 more. The workflow runs as soon as the event happens.
Does the Wafeq integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.