

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.
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Ready 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 donโt have a ready workflow for this combination yet.
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.


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Gmail (3)
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Microsoft Outlook (3)
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QuickBooks Online (3)
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Stripe (3)
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Slack (3)
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Google Drive (3)
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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.
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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.
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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 Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
Try it โ 
Wave Triggers & Actions
What can you automate with Sharepoint + Wave?
Streamline your document workflows and financial operations with powerful automation capabilities.
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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.
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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.
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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.
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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.
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Keep financial records updated as files change
Automatically update Wave customer profiles and product listings whenever corresponding documents are modified in Sharepoint.
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Search and update existing customer records
Search for existing customers in Wave before creating new ones, preventing duplicate profiles when multiple files are uploaded.
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Handle later financial milestones and transactions
Create money transactions and deposit records in Wave automatically when client payments or project milestones are reached.
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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
Project coordinators
Account executives
Operations leads
Billing specialists
IT administrators
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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.
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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.
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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.
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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.
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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.
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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.

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
Connect Sharepoint + Wave with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Sharepoint + Wave Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
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2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Sharepoint to Wave?
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?
Can I connect Sharepoint, Wave, and Slack?
What is a good Zapier alternative for Sharepoint and Wave?
How do Sharepoint triggers work with financial workflows?
How does Wave handle customer records during automation?
Can I automate Sharepoint and Wave workflows without coding?
Is the Sharepoint and Wave integration free?
Didn't find the answer you were looking for?
No worries โ just send us a message and weโll get back to you as soon as possible.
Want to automate something else in your workflow?
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