Sharepoint + Wave Integration

Integrate Sharepoint to Wave in one click, or tell Integrately AI how you want each file handled. Create invoices, track customers, update transactions, and log project records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint
  • 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 WorkflowsReady Workflows ย  for Sharepoint + Wave Integration

Create invoices from new files, set up customer folders, log transactions, and update accounts, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Sharepoint + Wave flow

Send instant notifications, sync financial data, and alert your team when workflows run. Pick a combination and activate it in one click.

Sharepoint
Wave
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GmailGmail (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
S
W
G
Upload every new Sharepoint file to create a Wave invoice, and send the receipt details in Gmail
New Sharepoint files automatically trigger Wave invoices and email notifications through Gmail, saving manual data entry.
W
S
G
When a new Wave customer is created, create a matching Sharepoint folder and send a greeting in Gmail
New Wave customers instantly get a designated Sharepoint folder and a welcome email sent through Gmail.
S
C
W
G
Use Claude to parse Sharepoint files, create a Wave customer, and email the profile via Gmail
Claude extracts customer details from Sharepoint files to set up Wave profiles and send confirmation emails through Gmail.

Supported triggers and actions for Sharepoint and Wave

Mix and match to build the exact automation you need

Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
Try it โ†’
Create list item in Sharepoint
Adds a new item to a list
Try it โ†’
Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
Try it โ†’
Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
Try it โ†’
Download file in Sharepoint
Download files to a location
Try it โ†’
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it โ†’
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
Try it โ†’
Create invoice in Wave
Generates invoices for sales transactions
Try it โ†’
Create customer in Wave
Adds a new customer to the database
Try it โ†’
Search customer in Wave
Locates and retrieves customer information
Try it โ†’
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
Try it โ†’
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 Sharepoint + Wave?

Streamline your document workflows and financial operations with powerful automation capabilities.

What you can automate?
๐Ÿงพ
Create Wave invoices automatically from Sharepoint files
Turn every new file created in a Sharepoint folder into an active invoice in Wave instantly. Eliminate manual data entry and speed up your billing cycle.
๐Ÿ“‹
Capture every submitted file detail and billing attribute
Map all available file metadata and custom fields directly into your Wave invoices. Ensure complete and accurate financial records every time.
๐Ÿ””
Alert your finance team the moment billing starts
Notify your team instantly via Slack or email whenever a new Sharepoint file triggers a Wave invoice or customer record.
๐Ÿ”€
Route files to different invoices based on metadata
Set up conditional rules to generate either invoices or estimates in Wave depending on the category or content of the Sharepoint file.
๐Ÿ”„
Keep financial records updated as files change
Automatically update Wave customer profiles and product listings whenever corresponding documents are modified in Sharepoint.
๐Ÿ”
Search and update existing customer records
Search for existing customers in Wave before creating new ones, preventing duplicate profiles when multiple files are uploaded.
๐Ÿ’ฐ
Handle later financial milestones and transactions
Create money transactions and deposit records in Wave automatically when client payments or project milestones are reached.
๐Ÿ’ฌ
Extend your workflow to team messaging apps
Connect your core Sharepoint and Wave workflow with Slack to broadcast real-time billing updates to your entire department.
And much more...

Who is Sharepoint + Wave integration for?

Connecting Sharepoint and Wave streamlines document management and financial tracking for teams handling client files and billing.

Finance managers
Finance managers
Project coordinators
Project coordinators
Account executives
Account executives
Operations leads
Operations leads
Billing specialists
Billing specialists
IT administrators
IT administrators
๐Ÿ“ˆ
Finance managers
You're reviewing monthly cash flow reports but your billing records only update when someone manually logs invoices from document folders, so the revenue numbers you're analysing against are always outdated โ€” automating both apps means every new Sharepoint file instantly triggers its Wave invoice and your financial dashboard stays current.
โฑ๏ธ
Project coordinators
You need to track client deliverables fast, but you find out about new project invoices way too late because document creation and billing happen in silos โ€” connecting these apps means every new Sharepoint file automatically generates its Wave invoice and your team sees the revenue milestone right away.
๐Ÿค
Account executives
You answer to clients who want to see their onboarding paperwork and billing status aligned, but records are constantly out of sync โ€” with this integration, creating a customer in Wave instantly provisions their Sharepoint folder and your client files match their billing profile.
๐Ÿ“ฆ
Operations leads
The volume of client files is too high for anyone to keep up by hand, leading to missed invoices and messy folders โ€” automating both apps means every file upload creates its Wave invoice and your accounting records stay perfectly accurate.
๐Ÿ’ณ
Billing specialists
You own the payment processing step and depend on team members upstream to hand over document details, but handoffs get lost โ€” this integration means every new Sharepoint file instantly flows into Wave as an invoice and your billing queue stays fully up to date.
๐Ÿ›ก๏ธ
IT administrators
You need a reliable history of document creation and financial logging, but keep finding gaps where manual entries were missed โ€” connecting these apps means every Sharepoint file upload and Wave customer creation is logged automatically with zero discrepancies.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Sharepoint + Wave

Build and manage your Sharepoint + 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 Sharepoint + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Sharepoint to Wave?
Frequently Asked Questions
You can connect Sharepoint to Wave instantly using 1-click automations on Integrately. Link your accounts, pick a ready workflow, and let Integrately AI set up your flows with Gmail, Slack, and other popular apps.
Can I automatically create Wave invoices when a file is created in Sharepoint?
Frequently Asked Questions
Can I connect Sharepoint, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sharepoint and Wave?
Frequently Asked Questions
How do Sharepoint triggers work with financial workflows?
Frequently Asked Questions
How does Wave handle customer records during automation?
Frequently Asked Questions
Can I automate Sharepoint and Wave workflows without coding?
Frequently Asked Questions
Is the Sharepoint and Wave integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Sharepoint
Popular Sharepoint Integrations
Connect Sharepoint with document storage, team communication, and project management tools to streamline collaboration.
Wave
Popular Wave Integrations
Sync Wave with payment gateways, banking, and expense tracking tools to keep your financial stack unified.
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