Smartsheet + Wave Integration

Integrate Smartsheet to Wave in one click, or tell Integrately AI how you want each row handled. Create invoices, track payments, log customer records, and update your financial sheets automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
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2.
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search 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
  • 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 Workflows Ready Workflows for Smartsheet + Wave Integration

Track financial records, create invoices, log transactions, update customer details, and sync project sheets, all in just one click.

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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 Smartsheet + Wave flow

Send instant notifications, sync billing data, and trigger follow-up actions across your favorite tools once your core flow completes. Pick a combination and activate it in one click.

Smartsheet
Wave
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StripeStripe (4)
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GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
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HubSpotHubSpot (4)
+
CalendlyCalendly (4)
S
W
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When a new row is added in Smartsheet, create a customer in Wave and create a customer in Stripe.
New Smartsheet rows instantly generate customer profiles in both Wave and Stripe without manual data entry.
W
S
S
When an invoice is created in Wave, add a row in Smartsheet and create a payment link in Stripe.
Every new Wave invoice logs a Smartsheet tracking row and generates a Stripe payment link instantly.
W
S
S
When a customer is created in Wave, update the matching row in Smartsheet and create a customer in Stripe.
Keep customer data synchronized across Smartsheet and Stripe whenever a new profile appears in Wave.
S
W
S
Use Claude to extract billing details from a Smartsheet attachment, create a Wave invoice, and create a charge in Stripe.
Claude reads Smartsheet documents to automatically generate Wave invoices and Stripe charges.

Supported triggers and actions for Smartsheet and Wave

Mix and match to build the exact automation you need

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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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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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
Try it โ†’
Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
Try it โ†’
Send sheet in Smartsheet
Sends a sheet
Try it โ†’
Create workspace in Smartsheet
Creates a new workspace
Try it โ†’
Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
Try it โ†’
Copy folder in Smartsheet
Duplicate a folder and all its contents
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
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Create invoice in Wave
Generates invoices for sales transactions
Try it โ†’
Create customer in Wave
Adds a new customer to the database
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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
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Update customer in Wave
Updates a customer's information
Try it โ†’
Update product in Wave
Updates product information
Try it โ†’
Create product in Wave
Generates and launch new products
Try it โ†’

What can you automate with Smartsheet + Wave?

Streamline your financial operations by connecting Smartsheet project data directly to your Wave billing workflows.

What you can automate?
๐Ÿงพ
Create invoices from new project rows
Automatically generate a new Wave invoice the moment a project row is added in Smartsheet. Eliminate manual billing entry and speed up your cash flow.
๐Ÿ“‹
Capture every submitted project detail
Map all available Smartsheet columns into Wave invoices and customer records instead of only basic names and totals. Your financial data remains complete and detailed.
๐Ÿ””
Alert your team instantly on updates
Notify your billing or finance channel the second a Smartsheet entry generates a new Wave invoice. Keep your entire department informed without manual status checks.
๐Ÿ”€
Route records based on submitted criteria
Apply conditional logic to create different customer tiers or invoice types in Wave depending on specific field values submitted in your Smartsheet rows.
๐Ÿ”„
Keep financial sheets continuously updated
Synchronize status changes back and forth between Smartsheet and Wave so your project tracking sheets always reflect the latest invoice milestones.
๐Ÿ”
Search and update existing customer profiles
Lookup existing customer records in Wave before making updates, preventing duplicate profiles and keeping your financial database clean and accurate.
๐Ÿ’ณ
Handle later billing and payment status events
Automatically update your Smartsheet rows when invoices are paid, estimates are accepted, or customer details are modified in Wave.
๐ŸŒ
Extend your workflow to messaging apps
Connect Smartsheet and Wave with Slack or Gmail to notify stakeholders and send client communications automatically as financial milestones occur.
And much more...

Who is Smartsheet + Wave integration for?

Operations, finance, and project management teams eliminate manual data entry and keep financial records perfectly synchronised across Smartsheet and Wave.

Operations Directors
Operations Directors
Finance Managers
Finance Managers
Client Services Teams
Client Services Teams
Billing Specialists
Billing Specialists
Account Executives
Account Executives
Business Analysts
Business Analysts
๐Ÿ“ˆ
Operations Directors
You're overseeing project tracking sheets but your financial records only update when someone manually exports data, so the row counts you're reporting against are always out of date โ€” with this integration, every new project entry lands in Wave instantly and your metrics stay current.
โšก
Finance Managers
You need to issue invoices promptly when project milestones are reached, but manual handoffs mean bills go out days late โ€” automating both apps means every new Smartsheet row instantly triggers a corresponding Wave invoice without human delay.
๐Ÿค
Client Services Teams
You answer to stakeholders who want immediate proof of project progress and billing alignment, but fragmented tools leave gaps in your reporting โ€” connecting these apps means your project trackers and invoices stay perfectly synchronised for every review.
๐Ÿ“Š
Billing Specialists
The volume of daily client accounts is too high for anyone to keep up by hand, leading to missed invoices and mismatched records โ€” this integration means every customer created in Wave automatically logs its tracking data in Smartsheet without manual effort.
๐Ÿ”„
Account Executives
You own the client relationship and depend on operations teams to hand over project data before you can bill, causing frustrating communication bottlenecks โ€” automating both apps means financial records update the moment project rows are created.
๐Ÿ—‚๏ธ
Business Analysts
You need a reliable audit history of financial transactions and project deliverables, but manual data transfers keep leaving gaps in your archives โ€” with this integration, every row update and invoice creation is logged reliably.
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 Smartsheet + Wave

Build and manage your Smartsheet + 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 Smartsheet + 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
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 Smartsheet to Wave?
Frequently Asked Questions
You can connect Smartsheet to Wave in 1 click using ready templates on Integrately, or use Integrately AI to build your exact workflow. It brings together Smartsheet, Wave, and 1,500+ other apps with 24/5 live chat support and 42,000+ active users.
Can I automatically create a Wave invoice from a Smartsheet row?
Frequently Asked Questions
Can I connect Smartsheet, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Smartsheet and Wave?
Frequently Asked Questions
How does Smartsheet data handle updates in Wave?
Frequently Asked Questions
Can Wave customer details sync back to Smartsheet?
Frequently Asked Questions
Do I need coding skills to automate Smartsheet and Wave?
Frequently Asked Questions
Is the Smartsheet 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?
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Want to automate something else in your workflow?

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

Smartsheet
Popular Smartsheet Integrations
Connect Smartsheet to project management, collaboration, and reporting tools to keep data moving across your stack.
Wave
Popular Wave Integrations
Sync Wave with payment, receipt, and expense management tools to maintain financial visibility everywhere.
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