Invoiced + SmartSuite Integration

Integrate Invoiced to SmartSuite in one click, or tell Integrately AI how you want each invoice handled. Create project records, update customer details, track payments, and sync your workflow automatically.

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1.
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
Arrow Right
2.
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

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Ready Workflows Ready Workflows for Invoiced + SmartSuite Integration

Create project records, update customer profiles, log payments, and track overdue invoices, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Invoiced + SmartSuite flow

Connect Stripe, Gmail, Slack, and other essential tools to handle notifications, sync payments, and automate follow-ups once your core workflow finishes. Pick a combination and activate it in one click.

Invoiced
SmartSuite
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StripeStripe (8)
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GmailGmail (8)
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SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google DriveGoogle Drive (8)
+
CalendlyCalendly (8)
S
I
S
When a charge is created in Stripe, create an invoice in Invoiced, and add a record in SmartSuite.
Every Stripe charge generates an invoice in Invoiced and a new record in SmartSuite instantly, eliminating manual billing entries.
S
I
S
When a payment succeeds in Stripe, create an invoice in Invoiced, and update the SmartSuite record.
Successful Stripe payments update your Invoiced accounts and SmartSuite project boards immediately.
S
I
S
When a customer is created in Stripe, create a customer in Invoiced, and add a SmartSuite record.
New Stripe customers populate your Invoiced client base and SmartSuite records automatically.
S
I
S
Create a task in SmartSuite when a subscription is created in Stripe, and create the subscription in Invoiced.
Stripe subscriptions trigger Invoiced subscription records and SmartSuite tasks instantly.
S
I
S
If a Stripe charge exceeds $500, create a priority invoice in Invoiced and update the SmartSuite record.
High-value Stripe charges automatically flag priority invoices in Invoiced and update SmartSuite records.
S
I
S
When a Stripe subscription is cancelled, update the subscription in Invoiced and update the SmartSuite record.
Cancelled Stripe subscriptions update your Invoiced account status and SmartSuite records automatically.
S
I
S
Use ChatGPT to categorise new Stripe payments, create an invoice in Invoiced, and update the SmartSuite record.
ChatGPT analyses new Stripe payments, generates Invoiced invoices, and updates SmartSuite records.
S
I
S
A
Turn every successful Stripe payment into an Invoiced invoice, add a SmartSuite record, and create a follow-up task in Asana.
Stripe payments generate Invoiced invoices, SmartSuite records, and Asana follow-up tasks in one flow.

Supported triggers and actions for Invoiced and SmartSuite

Mix and match to build the exact automation you need

Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
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Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
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Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
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Create subscription in Invoiced
Enrolls users in a subscription service
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SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
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Record is updated in SmartSuite
Triggers the automation when any record is updated
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Search record in SmartSuite
Searches for a record within a given database
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Create record in SmartSuite
Generates a new record
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Update record in SmartSuite
Updates a record with new information
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Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
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What can you automate with Invoiced + SmartSuite?

Streamline your billing and project management workflows by connecting Invoiced events directly to SmartSuite records.

What you can automate?
๐Ÿงพ
Sync Invoiced invoices into SmartSuite records instantly
Every time an invoice is created in Invoiced, a corresponding record is automatically added to SmartSuite. Your project boards stay updated without manual data entry.
๐Ÿ“‹
Capture every submitted invoice field and detail
Map comprehensive invoice data, line items, and customer information straight into SmartSuite fields instead of basic summaries. Your records remain rich and complete.
๐Ÿ””
Alert your team the moment payments arrive
Notify stakeholders instantly in Slack or via email whenever a payment is logged or an invoice is paid in Invoiced. Communication happens without manual status updates.
๐Ÿ”€
Route records based on submitted invoice values
Apply conditional rules to route high-value invoices to priority project boards while standard invoices go to regular tracking tables automatically.
๐Ÿ”„
Keep destination records updated as billing changes
When customer profiles or invoice statuses are updated in Invoiced, your SmartSuite records reflect the modifications in real time without manual reconciliation.
๐Ÿ”
Search and update instead of creating duplicates
Automatically search for existing customer entries in SmartSuite before adding new records, preventing duplicate entries and maintaining clean databases.
โšก
Handle later status changes like payments and cancellations
Trigger automated updates when subscriptions are cancelled, estimates are approved, or invoices are marked paid in Invoiced, keeping your project phases aligned.
๐Ÿ”Œ
Extend your workflow with powerful supporting apps
Connect Slack, Gmail, or Stripe to your Invoiced and SmartSuite flow to add team notifications, receipt emails, and payment syncs in a single multi-step automation.
And much more...

Who is Invoiced + SmartSuite integration for?

Teams managing billings and project workflows across Invoiced and SmartSuite eliminate manual entry, prevent stalled handoffs, and keep their operational records synchronised in real time.

Financial Analysts
Financial Analysts
Support Team Leads
Support Team Leads
Client Service Managers
Client Service Managers
Billing Specialists
Billing Specialists
Account Executives
Account Executives
Finance Managers
Finance Managers
๐Ÿ“ˆ
Financial Analysts
You're tracking client billings and payments in Invoiced but your management reports only update when someone manually exports data, so the revenue figures you review are always a few hours behind โ€” this integration means every new invoice lands in your project board instantly and your metrics stay current.
๐Ÿšจ
Support Team Leads
You're managing client billing inquiries in Invoiced but your team finds out about overdue payments too late, so follow-ups get delayed and cash flow stalls โ€” with this integration, every payment status update triggers instant alerts and keeps your team proactive.
๐Ÿ“Š
Client Service Managers
You're creating estimates and tracking projects in Invoiced while clients demand immediate progress reports, so you waste hours cross-referencing records โ€” connecting these apps means every billing update reflects in your project management space automatically.
โšก
Billing Specialists
You're manually generating dozens of invoices and customer profiles every day, so high transaction volumes lead to missed entries and data entry errors โ€” automating both apps means every invoice creation and payment log happens without manual intervention.
๐Ÿค
Account Executives
You're closing deals and waiting for finance to log customer setup in Invoiced before you can start onboarding, so handoffs stall and clients wait โ€” this integration means every new customer record triggers your downstream onboarding tasks instantly.
๐Ÿ“‹
Finance Managers
You're reconciling payments and credit notes across multiple systems, so audit trails end up with missing gaps and mismatched records โ€” automating both apps means every transaction maintains a flawless, complete history across your workflow.
Our team

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Why choose Integrately to automate Invoiced + SmartSuite

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

1,500+ apps connected
1,500+ apps connected
Connect Invoiced + SmartSuite 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?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Invoiced to SmartSuite?
Frequently Asked Questions
You can connect Invoiced to SmartSuite in just 1 click using ready-made workflows or ask Integrately AI to build your automation. It integrates smoothly with Stripe, Gmail, Slack, QuickBooks Online, Google Drive, and Calendly.
Can I automatically create a SmartSuite record when an Invoiced invoice is paid?
Frequently Asked Questions
Can I connect Invoiced, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoiced and SmartSuite?
Frequently Asked Questions
How does Invoiced handle customer and invoice data updates in SmartSuite?
Frequently Asked Questions
How does SmartSuite manage incoming updates from Invoiced?
Frequently Asked Questions
Can I automate my invoicing and project tracking workflow without writing code?
Frequently Asked Questions
Is the Invoiced and SmartSuite integration free?
Frequently Asked Questions
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You Can Also Connect Invoiced or SmartSuite With 1500+ Other Apps

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SmartSuite
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