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.
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.
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Stripe (4)
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Gmail (4)
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Slack (4)
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Google Drive (4)
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HubSpot (4)
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Calendly (4)
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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.
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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.
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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.
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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.
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When a row is added in Smartsheet, create an invoice in Wave and send an email notification via Gmail.
Notify clients instantly via Gmail when new Smartsheet entries generate Wave invoices.
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When an invoice is created in Wave, update the matching row in Smartsheet and email the finance team via Gmail.
Keep your Smartsheet updated and alert your finance team via Gmail for every new Wave invoice.
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When a customer is created in Wave, add a row in Smartsheet and send a welcome email via Gmail.
Welcome new Wave customers automatically via Gmail while logging their details in Smartsheet.
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Use ChatGPT to draft a personalised billing summary from a Smartsheet comment, create a Wave invoice, and email it via Gmail.
ChatGPT drafts tailored billing notes from Smartsheet comments before generating and emailing Wave invoices.
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When a row is added in Smartsheet, create a Wave invoice and notify your billing channel on Slack.
Alert your team on Slack instantly when new Smartsheet rows trigger Wave invoices.
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When an invoice is created in Wave, update the matching Smartsheet row and post an update in Slack.
Update project rows in Smartsheet and announce new Wave invoices in Slack automatically.
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When a customer is created in Wave, add a row in Smartsheet and alert your sales channel on Slack.
Log new Wave customers in Smartsheet and notify your sales team on Slack instantly.
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Use Gemini to summarise a Smartsheet comment, create a Wave invoice, and post the brief in Slack.
Gemini summarises project comments to generate Wave invoices and brief your team in Slack.
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When an attachment is added in Smartsheet, create a Wave invoice and save the file in Google Drive.
Store financial attachments securely in Google Drive while generating Wave invoices from Smartsheet.
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When an invoice is created in Wave, update a Smartsheet row and save a document copy in Google Drive.
Archive Wave invoices in Google Drive and update tracking rows in Smartsheet automatically.
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When a customer is created in Wave, add a Smartsheet tracking row and create a dedicated folder in Google Drive.
Set up dedicated client folders in Google Drive and log customer records in Smartsheet from Wave.
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Use Perplexity to research client details from a Smartsheet row, create a Wave invoice, and save the report in Google Drive.
Perplexity compiles research reports from Smartsheet entries before generating Wave invoices and saving files in Google Drive.
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When a row is added in Smartsheet, create a Wave invoice and create a contact in HubSpot.
Sync new Smartsheet project entries to Wave invoices and HubSpot CRM contacts instantly.
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When an invoice is created in Wave, update the matching Smartsheet row and update the deal stage in HubSpot.
Update Smartsheet tracking rows and advance HubSpot deal stages when new Wave invoices are issued.
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When a customer is created in Wave, add a Smartsheet row and create a deal in HubSpot.
Create HubSpot deals and log Smartsheet rows whenever new customers are registered in Wave.
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Use ChatGPT to qualify a Smartsheet entry, create a Wave invoice, and create a prioritized contact in HubSpot.
ChatGPT qualifies Smartsheet submissions before generating Wave invoices and creating high-priority HubSpot contacts.
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When a row is added in Smartsheet, create a Wave invoice and schedule a consultation event in Calendly.
Trigger consultation bookings in Calendly and generate Wave invoices from new Smartsheet rows.
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When an invoice is created in Wave, update a Smartsheet row and invite the client to a review call in Calendly.
Update tracking rows in Smartsheet and schedule project review meetings in Calendly for new Wave invoices.
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When a customer is created in Wave, add a Smartsheet row and set up a welcome meeting in Calendly.
Log new Wave customers in Smartsheet and schedule onboarding meetings through Calendly automatically.
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Use Claude to evaluate a Smartsheet comment, create a Wave invoice, and schedule a priority strategy call in Calendly.
Claude assesses Smartsheet comments to generate Wave invoices and book priority strategy calls in Calendly.
Supported triggers and actions for Smartsheet and Wave
Mix and match to build the exact automation you need
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
Finance Managers
Client Services Teams
Billing Specialists
Account Executives
Business Analysts
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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.
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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.
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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.
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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.
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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.
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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 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
Connect Smartsheet + 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.
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?
You can automatically create a Wave invoice the moment a new row is added in Smartsheet. Start with a ready automation in one click or use Integrately AI to customise your exact billing logic.
Can I connect Smartsheet, Wave, and Slack?
You can connect Smartsheet, Wave, and Slack together in a multi-step automation. Trigger actions across all three platforms simultaneously, alongside 1,500+ other apps.
What is a good Zapier alternative for Smartsheet and Wave?
Most alternatives charge more for multi-step flows, but Integrately offers 20 million+ ready templates, 1-click setup, and 3x to 10x lower cost for Smartsheet and Wave automations.
How does Smartsheet data handle updates in Wave?
You can update Smartsheet rows whenever customer details or invoices are modified in Wave. There's a ready template โ start from the Smartsheet and Wave integration.
Can Wave customer details sync back to Smartsheet?
You can log new Wave customers into Smartsheet tracking sheets automatically. There's a ready template โ start from the Smartsheet and Wave integration.
Do I need coding skills to automate Smartsheet and Wave?
You do not need coding skills to connect Smartsheet and Wave. Use pre-built templates or describe your workflow to Integrately AI to build it instantly.
Is the Smartsheet and Wave integration free?
The Smartsheet and Wave integration includes a free forever plan available on Integrately, with premium features and 20 million+ ready templates.
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.
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