Invoice Ninja + Smartsheet Integration

Integrate Invoice Ninja to Smartsheet in one click, or tell Integrately AI how you want each invoice handled. Track line items, update project sheets, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Client is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja Instant
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
Arrow Right
2.
  • Invoice Ninja
    Create client in Invoice Ninja
  • Invoice Ninja
    Search client in Invoice Ninja
  • Invoice Ninja
    Update client in Invoice Ninja
  • Invoice Ninja
    Create invoice in Invoice Ninja
  • Invoice Ninja
    Search invoice in Invoice Ninja
  • Invoice Ninja
    Update invoice in Invoice Ninja
  • Invoice Ninja
    Create task in Invoice Ninja
  • Invoice Ninja
    Create quote in Invoice Ninja
  • Invoice Ninja
    Search quote in Invoice Ninja
  • Invoice Ninja
    Update quote in Invoice Ninja
  • Invoice Ninja
    Create payment in Invoice Ninja
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Invoice Ninja + Smartsheet Integration

Capture new invoices, update project rows, notify your team, and trigger financial follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Smartsheet + Invoice Ninja Integration

Create Invoice Ninja client for new Smartsheet row

Automatically creating Invoice Ninja client records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Invoice Ninja + Smartsheet Integration

Create Smartsheet row for new Invoice Ninja client

When a new client is created in your Invoice Ninja, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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  • 1of1
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 Invoice Ninja + Smartsheet flow

Send invoices to accounting tools, notify teams in chat, and manage client documents as your workflow scales. Pick a combination and activate it in one click.

Invoice Ninja
Smartsheet
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (3)
+
SlackSlack (4)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
DocuSignDocuSign (3)
I
S
Q
Add every new Invoice Ninja invoice to Smartsheet, and create a matching sales receipt in QuickBooks Online.
New Invoice Ninja invoices appear in Smartsheet and log instantly in QuickBooks Online without manual data entry.
I
S
Q
When a payment is created in Invoice Ninja, update the Smartsheet row and record a payment in QuickBooks Online.
Payments received in Invoice Ninja update your Smartsheet tracker and QuickBooks Online ledger automatically.
I
S
Q
If an Invoice Ninja invoice is updated, update the Smartsheet row and modify the customer in QuickBooks Online.
Updated invoice details reflect immediately in Smartsheet and QuickBooks Online.
I
S
Q
When a new client is created in Invoice Ninja, add a row in Smartsheet and create a customer in QuickBooks Online.
New clients in Invoice Ninja generate new tracking rows in Smartsheet and customer profiles in QuickBooks Online.

Supported triggers and actions for Invoice Ninja and Smartsheet

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
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Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
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Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
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Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
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Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
Try it โ†’
Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
Try it โ†’
Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
Try it โ†’
Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
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Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
Try it โ†’
Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
Try it โ†’
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
Try it โ†’
Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
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Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
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Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
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Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
Try it โ†’
Create client in Invoice Ninja
Generates a new client profile
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Search client in Invoice Ninja
Searches for a client
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Update client in Invoice Ninja
Updates client information
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Create invoice in Invoice Ninja
Generates invoices for sales transactions
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Search invoice in Invoice Ninja
Locates and retrieves invoices with
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Update invoice in Invoice Ninja
Updates invoice details based on new information
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Create task in Invoice Ninja
Creates a new task
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Create quote in Invoice Ninja
Generates a new quote with pre-filled information
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Search quote in Invoice Ninja
Searches for a quote
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Update quote in Invoice Ninja
Updates the existing quote with new information
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Create payment in Invoice Ninja
Generates and process a payment transaction
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Add attachment to row in Smartsheet
Attaches a file to a row
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
Try it โ†’

What can you automate with Invoice Ninja + Smartsheet?

Streamline your billing and tracking workflows by connecting invoice creation, client updates, and project sheets.

What you can automate?
๐Ÿงพ
Sync every new invoice to your tracking sheet
Capture invoice creation events in Invoice Ninja and log them as new rows in Smartsheet automatically. Eliminate manual copy-pasting between your billing software and project boards.
๐Ÿ“‹
Capture all submitted invoice fields
Map specific invoice line items, client names, and due dates into separate Smartsheet columns. Your tracking sheet becomes a detailed database for financial review.
๐Ÿ””
Notify your team when invoices arrive
Alert your finance or operations channel immediately when a new invoice or payment is recorded. Keep your team informed without checking multiple dashboards.
๐Ÿ”€
Route records based on invoice amounts
Apply conditional rules so high-value invoices trigger priority notifications or distinct spreadsheet updates. Direct important accounts to the right internal reviewers.
๐Ÿ”„
Keep tracking sheets updated on edits
Modify existing Smartsheet rows whenever an invoice is updated in Invoice Ninja. Prevent discrepancies between your billing records and project trackers.
๐Ÿ”
Prevent duplicate client entries
Search existing rows before adding new client data to your sheets. Maintain a clean database without redundant entries cluttering your workspace.
๐Ÿ’ณ
Handle payment and status changes
Update tracking rows automatically the moment a payment is recorded or an invoice status changes in Invoice Ninja. Keep your financial pipeline accurate.
๐Ÿ’ฌ
Extend your workflow to team chat
Combine Invoice Ninja and Smartsheet with Slack to announce financial milestones and payment receipts in your team channels instantly.
And much more...

Who is Invoice Ninja + Smartsheet integration for?

Finance teams, project managers, and business owners eliminate manual double-entry and keep billing records and tracking sheets perfectly synchronized.

Finance Managers
Finance Managers
Operations Leads
Operations Leads
Project Coordinators
Project Coordinators
Billing Teams
Billing Teams
Sales Representatives
Sales Representatives
Account Managers
Account Managers
๐Ÿ“ˆ
Finance Managers
You're reviewing revenue reports across multiple billing tools but your tracking sheet only updates when someone manually exports invoices, so the figures you're forecasting against are always hours behind โ€” automating both apps means every new invoice lands in your sheet instantly and your financial data stays current.
โšก
Operations Leads
You need to track project milestones immediately when quotes are approved, but you find out too late because invoice statuses are logged by hand โ€” connecting these apps means approved quotes generate tracking rows instantly and your operational schedule stays updated.
๐Ÿค
Project Coordinators
You answer to external clients who want to see real-time progress on deliverables, but manual status updates leave gaps in your reporting โ€” automating both apps means every client payment and invoice update reflects in your project sheet immediately.
๐Ÿ“Š
Billing Teams
The volume of daily transactions is too high for anyone to keep up with manual data entry between invoicing software and tracking sheets, leading to missing entries โ€” with this integration, every client record and payment transfers automatically without manual effort.
๐Ÿ”„
Sales Representatives
You close deals and depend on billing administrators to hand over client details so work can begin, causing avoidable friction โ€” this integration means every new client and approved quote creates tracking rows instantly so execution starts right away.
๐Ÿ—‚๏ธ
Account Managers
You need a reliable history of all client transactions and invoice updates, but manual logs keep turning up incomplete or outdated โ€” automating both apps means every billing event is captured accurately in your tracking sheets.
Our team

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Why choose Integrately to automate Invoice Ninja + Smartsheet

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

1,500+ apps connected
1,500+ apps connected
Connect Invoice Ninja + Smartsheet 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Invoice Ninja to Smartsheet?
Frequently Asked Questions
You can connect Invoice Ninja to Smartsheet in 1 click using ready-made templates on Integrately. Link your accounts, choose your trigger, and let Integrately AI configure the automation instantly with tools like Slack and QuickBooks Online.
Can I automatically sync new Invoice Ninja invoices into Smartsheet rows?
Frequently Asked Questions
Can I connect Invoice Ninja, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Smartsheet?
Frequently Asked Questions
How does Invoice Ninja handle data updates in Smartsheet?
Frequently Asked Questions
Can Smartsheet trigger actions back into Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Smartsheet?
Frequently Asked Questions
Is the Invoice Ninja and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Smartsheet With 1500+ Other Apps

Invoice Ninja
Popular Invoice Ninja Integrations
Connect Invoice Ninja to accounting, payment, and CRM tools to manage billing and client relationships.
Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and communication platforms to keep teams aligned.