GoHighLevel + SmartBill Integration

Q: Can I automatically generate SmartBill invoices from GoHighLevel form submissions?

Yes, you can generate SmartBill invoices from GoHighLevel form submissions automatically using pre-built workflows or by creating a custom automation with Integrately AI.

Q: Can I connect GoHighLevel, SmartBill, and Slack?

Yes, you can connect GoHighLevel, SmartBill, and Slack to automate data transfer and send team notifications. You can also integrate with Stripe, Google Sheets, and 1,500+ other apps.

Q: What is a good Zapier alternative for GoHighLevel and SmartBill?

Most alternatives lack the speed and simplicity that Integrately offers for connecting GoHighLevel and SmartBill, featuring 20 million+ templates and 24/5 live chat support.

Q: How does GoHighLevel handle contacts and opportunities during integration?

GoHighLevel triggers workflows when contacts or opportunities are created or updated, allowing you to instantly sync data and generate documents in SmartBill.

Q: Can SmartBill generate proformas and payment collections from GoHighLevel triggers?

Yes, SmartBill can create proformas, payment collections, and invoices automatically whenever specific events occur in GoHighLevel.

Q: Do I need coding skills to automate GoHighLevel and SmartBill?

No coding skills are needed to connect GoHighLevel and SmartBill. You can use ready templates or ask Integrately AI to build your exact automation.

Q: Is the GoHighLevel and SmartBill integration free?

You can start the GoHighLevel and SmartBill integration with a free forever plan available on Integrately, with premium features and expanded task limits available on paid tiers.

Integrate GoHighLevel to SmartBill in one click, or tell Integrately AI how you want each order handled. Generate invoices, send proformas, log payment collections, and keep your financial records updated automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Trigger link is clicked in GoHighLevel Instant
Order form is submitted in GoHighLevel Instant
Contact is created in GoHighLevel Instant
Opportunity is created in GoHighLevel
Task reminder is received in GoHighLevel Instant
Contact is updated in GoHighLevel Instant
Custom date reminder is received in GoHighLevel Instant
Pipeline stage is changed in GoHighLevel Instant
Appointment is created in GoHighLevel Instant
Birthday reminder is sent in GoHighLevel Instant
Call status is changed in GoHighLevel Instant
Contact tag is changed in GoHighLevel Instant
Customer booked an appointment in GoHighLevel Instant
Customer replies in GoHighLevel Instant
Email event occurs in GoHighLevel Instant
Form is submitted in GoHighLevel Instant
Note is added in GoHighLevel Instant
Opportunity status is changed in GoHighLevel Instant
Opportunity is staled in GoHighLevel Instant
Survey is submitted in GoHighLevel Instant
Task is added in GoHighLevel Instant

Update contact in GoHighLevel
Create task in GoHighLevel
Create opportunity in GoHighLevel
Create contact in GoHighLevel
Create note in GoHighLevel
Search contact in GoHighLevel
Update opportunity in GoHighLevel
Create user in GoHighLevel
Search opportunity in GoHighLevel
Create appointment in GoHighLevel
Get contact by ID in GoHighLevel
Add tag to existing contact in GoHighLevel
Remove tag from existing contact in GoHighLevel
Search user in GoHighLevel
Send document by email in SmartBill
Create payment collection in SmartBill
Create proforma in SmartBill
Get invoice PDF in SmartBill
Create invoice in SmartBill

Trusted by experts at...

Ready Workflows for GoHighLevel + SmartBill Integration

Generate invoices from order forms, send proformas, create payment collections, and update records, all in just one click.

Sorry, we don’t 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 GoHighLevel + SmartBill flow

Capture customer details, log transactions in spreadsheets, alert your team on messaging apps, and send follow-up emails. Pick a combination and activate it in one click.

Stripe (8)

Facebook Lead Ads (8)

Shopify (8)

Google Sheets (8)

Gmail (8)

Slack (8)

When a Stripe payment succeeds, create a contact in GoHighLevel and generate an invoice in SmartBill.

Successful Stripe payments instantly create a contact in GoHighLevel and generate an invoice in SmartBill without manual data entry.

When a Stripe checkout session is completed, create an opportunity in GoHighLevel and send a proforma in SmartBill.

Completed checkouts automatically open a GoHighLevel opportunity and dispatch a proforma document in SmartBill.

When a Stripe subscription is created, update the contact in GoHighLevel and create a payment collection in SmartBill.

New subscriptions update existing GoHighLevel contacts and trigger a payment collection record in SmartBill.

Create a Stripe customer for every new GoHighLevel contact, and generate a proforma in SmartBill.

New GoHighLevel contacts establish matching Stripe customer profiles and prompt a SmartBill proforma.

If a Stripe payment fails, update the opportunity in GoHighLevel and send the invoice document via email in SmartBill.

Failed payments update GoHighLevel opportunities and trigger an automated document delivery in SmartBill.

When a Stripe dispute is opened, add a tag to the existing contact in GoHighLevel and get the invoice PDF in SmartBill.

Disputed charges tag the relevant GoHighLevel contact and retrieve the corresponding SmartBill invoice PDF.

Use Claude to analyse failed Stripe payments, update the opportunity in GoHighLevel, and generate a proforma in SmartBill.

Claude evaluates failed Stripe payments, updates GoHighLevel opportunities, and initiates a SmartBill proforma.

When a Stripe refund is issued, update the contact in GoHighLevel, create an invoice in SmartBill, and notify your finance team in Slack.

Refunds update GoHighLevel contacts, generate accounting entries in SmartBill, and alert your Slack channel.

When a lead is created in Facebook Lead Ads, create a contact in GoHighLevel and generate an invoice in SmartBill.

New Facebook leads instantly populate GoHighLevel contacts and establish billing records in SmartBill.

When a Facebook Lead Ads lead is submitted, create an opportunity in GoHighLevel and send a proforma in SmartBill.

Ad submissions create GoHighLevel sales opportunities and dispatch proforma invoices via SmartBill.

When a Facebook Lead Ads submission occurs, add a tag to the existing contact in GoHighLevel and create a payment collection in SmartBill.

Matched leads receive update tags in GoHighLevel while setting up payment collections in SmartBill.

When a Facebook Lead Ads form is completed, search contact in GoHighLevel and get the invoice PDF in SmartBill.

Completed ad forms trigger contact lookups in GoHighLevel and retrieve invoice PDFs from SmartBill.

If a Facebook Lead Ads lead selects enterprise tier, create an opportunity in GoHighLevel and generate an invoice in SmartBill.

Enterprise ad leads create high-value opportunities in GoHighLevel and tailored invoices in SmartBill.

When a Facebook Lead Ads submission updates, update the contact in GoHighLevel and send the document by email in SmartBill.

Updated lead details refresh GoHighLevel contacts and trigger email document dispatches in SmartBill.

Use ChatGPT to qualify every new Facebook Lead Ads lead, create a contact in GoHighLevel, and generate an invoice in SmartBill.

ChatGPT assesses incoming Facebook leads, creates GoHighLevel contacts, and prepares invoices in SmartBill.

When a Facebook Lead Ads lead is captured, create a contact in GoHighLevel, generate an invoice in SmartBill, and alert your team in Slack.

New social leads populate GoHighLevel, create SmartBill invoices, and broadcast instant Slack alerts.

Create a contact in GoHighLevel and generate an invoice in SmartBill for every new Shopify order.

New e-commerce orders automatically establish GoHighLevel contacts and accounting invoices in SmartBill.

When a Shopify order is paid, create an opportunity in GoHighLevel and create a payment collection in SmartBill.

Paid store orders open GoHighLevel sales opportunities and log payment collections in SmartBill.

When a Shopify customer is created, create a contact in GoHighLevel and send a proforma in SmartBill.

New store customers populate GoHighLevel contact lists and trigger proforma generation in SmartBill.

When a Shopify order is updated, update the contact in GoHighLevel and get the invoice PDF in SmartBill.

Modified store orders update GoHighLevel contact records and retrieve invoice PDFs from SmartBill.

If a Shopify order total exceeds five hundred dollars, create a priority opportunity in GoHighLevel and generate an invoice in SmartBill.

High-value store orders create priority opportunities in GoHighLevel and detailed invoices in SmartBill.

When a Shopify order is fulfilled, update the opportunity in GoHighLevel and send the document by email in SmartBill.

Fulfilled store orders update GoHighLevel opportunities and trigger email document delivery in SmartBill.

Use Claude to summarise every new Shopify order, create an opportunity in GoHighLevel, and generate an invoice in SmartBill.

Claude generates order summaries, populates GoHighLevel opportunities, and builds SmartBill invoices.

When a Shopify order is cancelled, update the contact in GoHighLevel, generate a credit note in SmartBill, and notify your support team in Slack.

Cancelled store orders update GoHighLevel contacts, adjust SmartBill records, and alert your Slack channel.

Add every new Google Sheets row as a contact in GoHighLevel and generate an invoice in SmartBill.

New spreadsheet rows automatically create GoHighLevel contacts and accounting invoices in SmartBill.

When a Google Sheets row is added, create an opportunity in GoHighLevel and send a proforma in SmartBill.

New spreadsheet entries open GoHighLevel sales opportunities and dispatch proforma documents in SmartBill.

When a Google Sheets row is updated, update the contact in GoHighLevel and create a payment collection in SmartBill.

Updated spreadsheet entries refresh GoHighLevel contact records and set up SmartBill payment collections.

Create a Google Sheets row for every new GoHighLevel contact and generate an invoice in SmartBill.

New GoHighLevel contacts populate tracking spreadsheets and establish accounting invoices in SmartBill.

If a Google Sheets row status is confirmed, create an opportunity in GoHighLevel and send the document by email in SmartBill.

Confirmed spreadsheet entries create GoHighLevel opportunities and send document emails via SmartBill.

When a Google Sheets row date arrives, add a tag to the existing contact in GoHighLevel and get the invoice PDF in SmartBill.

Scheduled spreadsheet dates apply contact tags in GoHighLevel and fetch invoice PDFs from SmartBill.

Use Gemini to analyse every new Google Sheets entry, create a contact in GoHighLevel, and generate an invoice in SmartBill.

Gemini analyses spreadsheet entries, populates GoHighLevel contacts, and prepares invoices in SmartBill.

When a Google Sheets row is updated, update the opportunity in GoHighLevel, generate an invoice in SmartBill, and notify your team in Slack.

Spreadsheet updates modify GoHighLevel opportunities, log SmartBill invoices, and broadcast Slack alerts.

Create a contact in GoHighLevel and generate an invoice in SmartBill whenever a new email arrives in Gmail.

Incoming client emails automatically establish GoHighLevel contacts and accounting invoices in SmartBill.

Send a welcome email via Gmail for every new GoHighLevel contact and generate a proforma in SmartBill.

New GoHighLevel contacts receive automated Gmail welcome messages and trigger proformas in SmartBill.

When a Gmail reply is received, update the contact in GoHighLevel and create a payment collection in SmartBill.

Email replies update existing GoHighLevel contacts and set up payment collections in SmartBill.

Create a draft email in Gmail for every new GoHighLevel opportunity and generate an invoice in SmartBill.

New GoHighLevel opportunities create draft Gmail messages and establish invoices in SmartBill.

If a received Gmail message mentions billing, create an opportunity in GoHighLevel and send the invoice in SmartBill.

Billing-related emails create GoHighLevel opportunities and dispatch invoice emails via SmartBill.

When a Gmail thread is closed, update the contact in GoHighLevel and get the invoice PDF in SmartBill.

Closed email threads update GoHighLevel contacts and retrieve invoice PDFs from SmartBill.

Use Perplexity to summarise every incoming Gmail enquiry, create a contact in GoHighLevel, and generate an invoice in SmartBill.

Perplexity summarises incoming emails, populates GoHighLevel contacts, and prepares SmartBill invoices.

When an email arrives in Gmail, create a contact in GoHighLevel, generate an invoice in SmartBill, and notify your support team in Slack.

Incoming emails populate GoHighLevel, log SmartBill invoices, and broadcast Slack alerts.

Notify your sales channel in Slack for every new GoHighLevel contact, and generate an invoice in SmartBill.

New GoHighLevel contacts trigger instant Slack channel alerts and generate invoices in SmartBill.

Post a Slack message when a GoHighLevel opportunity is created and generate a proforma in SmartBill.

New GoHighLevel opportunities announce themselves in Slack and trigger SmartBill proformas.

When a GoHighLevel contact is updated, post an update in Slack and create a payment collection in SmartBill.

Updated GoHighLevel contacts post Slack notifications and establish SmartBill payment collections.

Create a task in GoHighLevel for every new Slack message, and generate an invoice in SmartBill.

Incoming Slack messages create GoHighLevel tasks and establish accounting invoices in SmartBill.

If a GoHighLevel form submission is urgent, alert your priority channel in Slack and send an invoice in SmartBill.

Urgent form submissions trigger priority Slack alerts and dispatch invoices via SmartBill.

When a GoHighLevel pipeline stage changes, announce it in Slack and get the invoice PDF in SmartBill.

Pipeline stage updates post Slack announcements and retrieve invoice PDFs from SmartBill.

Use ChatGPT to draft a Slack update for every GoHighLevel form submission, create a contact, and generate an invoice in SmartBill.

ChatGPT drafts Slack announcements, populates GoHighLevel contacts, and prepares SmartBill invoices.

When a GoHighLevel order form is submitted, notify your team in Slack, create a contact, and generate an invoice in SmartBill.

Order submissions broadcast Slack alerts, populate GoHighLevel contacts, and log SmartBill invoices.

Supported triggers and actions for GoHighLevel and SmartBill

Mix and match to build the exact automation you need

GoHighLevel Triggers & Actions

Instant

Trigger link is clicked in GoHighLevel

Triggers the automation when a link is clicked

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Instant

Order form is submitted in GoHighLevel

Triggers the automation when a new order is received

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Instant

Contact is created in GoHighLevel

Triggers the automation when a new contact is created

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Opportunity is created in GoHighLevel

Triggers the automation when any opportunity is updated

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Instant

Task reminder is received in GoHighLevel

Triggers the automation when a task reminder is received

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Instant

Contact is updated in GoHighLevel

Activates the automation when a contact is updated

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Instant

Custom date reminder is received in GoHighLevel

Triggers the automation when a custom date reminder is received

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Instant

Pipeline stage is changed in GoHighLevel

Triggers the automation when a pipeline stage is changed

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Instant

Appointment is created in GoHighLevel

Triggers the automation when a new appointment is created

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Instant

Birthday reminder is sent in GoHighLevel

Triggers the automation when a birthday reminder is sent

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Instant

Call status is changed in GoHighLevel

Triggers the automation when call details are modified

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Instant

Contact tag is changed in GoHighLevel

Triggers the automation when a contact tag is updated

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Instant

Customer booked an appointment in GoHighLevel

Triggers the automation when a customer books an appointment

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Instant

Customer replies in GoHighLevel

Triggers the automation when a customer replies to a message

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Instant

Email event occurs in GoHighLevel

Triggers the automation when any email event occurs

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Instant

Form is submitted in GoHighLevel

Triggers the automation when a form is filled

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Instant

Note is added in GoHighLevel

Triggers the automation when a new note is created

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Instant

Opportunity status is changed in GoHighLevel

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is staled in GoHighLevel

Triggers the automation when any opportunity becomes inactive

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Instant

Survey is submitted in GoHighLevel

Triggers the automation when a survey response is submitted

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Instant

Task is added in GoHighLevel

Triggers the automation when a new task is added

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SmartBill Triggers & Actions

Send document by email in SmartBill

Emails the document

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Create payment collection in SmartBill

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Create proforma in SmartBill

Generates a proforma

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Get invoice PDF in SmartBill

Retrieves the invoice as a PDF

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Create invoice in SmartBill

Generates a new invoice

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What can you automate with GoHighLevel + SmartBill?

Streamline your sales and financial workflows by connecting GoHighLevel events to automated SmartBill actions.

Get Started For Free

🧾

Generate invoices from order forms automatically

Turn every GoHighLevel order form submission into a professional invoice in SmartBill without lifting a finger. Eliminate manual data entry and ensure billing happens instantly.

📋

Capture every submitted field accurately

Map all custom form inputs and customer details from GoHighLevel straight into your SmartBill documents. Your records remain complete and detailed.

🔔

Notify your team on Slack instantly

Alert sales and finance channels the moment a GoHighLevel contact or opportunity creates a new SmartBill invoice. Keep everyone informed in real time.

🔀

Route records based on submitted data

Trigger different SmartBill documents depending on the tier or options selected in your GoHighLevel form. Customize workflows for standard and enterprise clients.

🔄

Keep financial records up to date

Automatically update SmartBill records whenever contact details or opportunity stages change in GoHighLevel. Maintain complete data consistency across platforms.

🔍

Search and update instead of creating duplicates

Check existing customer databases before generating new invoices in SmartBill. Prevent duplicate entries and keep your accounting clean.

💳

Handle payment collections and proformas

Trigger proformas and payment collection records in SmartBill as soon as GoHighLevel appointments or opportunities progress. Streamline your entire cash flow.

🌐

Extend your workflow to Google Sheets or Stripe

Connect GoHighLevel and SmartBill with additional tools like Google Sheets or Stripe to build comprehensive multi-step business pipelines. Automate your entire stack effortlessly.

And much more...

Who is GoHighLevel + SmartBill integration for?

Agencies, marketers, and finance teams using GoHighLevel and SmartBill need seamless financial automation that eliminates manual data entry and keeps records accurate.

Performance marketers

Sales managers

Agency account executives

E-commerce operations teams

Client success leads

Finance and accounting specialists

📈

Performance marketers

You're running campaigns and capturing leads in GoHighLevel but your accounting sheet only updates when someone manually exports data, so the revenue counts you're optimising against are always lagging — this integration means every form submission lands in SmartBill instantly and your financial figures stay current.

⚡

Sales managers

You need to track closing rates and issue proformas as soon as opportunities progress, but manual delays leave your billing department waiting for client details — automating both apps means every GoHighLevel opportunity triggers immediate document generation in SmartBill.

📋

Agency account executives

You answer to clients who expect invoices and receipts the moment their order forms are submitted, but manual handoffs cause frustrating errors — connecting these apps means every client submission is processed and invoiced without manual intervention.

🛒

E-commerce operations teams

The volume of incoming order forms is too high for anyone to keep up by hand, leading to missed invoices and mismatched records — with this integration, every GoHighLevel order creates a matching SmartBill invoice the second it is received.

💼

Client success leads

You own client onboarding and depend on sales to hand over contact details and billing setup before you can start work — automating both apps means every new contact and payment record is populated in SmartBill immediately.

📊

Finance and accounting specialists

You need a reliable history of all transactions and keep finding gaps between CRM leads and accounting records — this integration means every GoHighLevel event is accurately reflected in SmartBill without manual bookkeeping errors.

Try This Integration – No Code Needed

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

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Why choose Integrately to automate GoHighLevel + SmartBill

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

1,500+ apps connected

Connect GoHighLevel + SmartBill 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 — 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.

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Frequently Asked Questions

How do I connect GoHighLevel to SmartBill?

You can connect GoHighLevel to SmartBill in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step integrations with apps like Stripe, Shopify, and Slack.

Can I automatically generate SmartBill invoices from GoHighLevel form submissions?

Can I connect GoHighLevel, SmartBill, and Slack?

What is a good Zapier alternative for GoHighLevel and SmartBill?

How does GoHighLevel handle contacts and opportunities during integration?

Can SmartBill generate proformas and payment collections from GoHighLevel triggers?

Do I need coding skills to automate GoHighLevel and SmartBill?

Is the GoHighLevel and SmartBill integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect GoHighLevel or SmartBill With 1500+ Other Apps

Popular GoHighLevel Integrations

Connect GoHighLevel to CRM, marketing, and scheduling tools to capture and nurture leads effectively across your stack.

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GoHighLevel Integrations

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Popular SmartBill Integrations

Sync SmartBill with banking, reporting, and e-commerce platforms to keep your financial operations accurate and streamlined.

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SmartBill Integrations

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GoHighLevel + SmartBill Integration

Integrate GoHighLevel to SmartBill in one click, or tell Integrately AI how you want each order handled. Generate invoices, send proformas, log payment collections, and keep your financial records updated automatically.

Trusted by experts at...

Ready Workflows for GoHighLevel + SmartBill Integration

Generate invoices from order forms, send proformas, create payment collections, and update records, all in just one click.

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 GoHighLevel + SmartBill flow

Capture customer details, log transactions in spreadsheets, alert your team on messaging apps, and send follow-up emails. Pick a combination and activate it in one click.

Supported triggers and actions for GoHighLevel and SmartBill

Mix and match to build the exact automation you need

What can you automate with GoHighLevel + SmartBill?

Streamline your sales and financial workflows by connecting GoHighLevel events to automated SmartBill actions.

Who is GoHighLevel + SmartBill integration for?

Agencies, marketers, and finance teams using GoHighLevel and SmartBill need seamless financial automation that eliminates manual data entry and keeps records accurate.

Did you know?

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

Why choose Integrately to automate GoHighLevel + SmartBill

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect GoHighLevel or SmartBill With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

GoHighLevel + SmartBill Integration

Integrate GoHighLevel to SmartBill in one click, or tell Integrately AI how you want each order handled. Generate invoices, send proformas, log payment collections, and keep your financial records updated automatically.

Trusted by experts at...

Ready Workflows for GoHighLevel + SmartBill Integration

Generate invoices from order forms, send proformas, create payment collections, and update records, all in just one click.

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 GoHighLevel + SmartBill flow

Capture customer details, log transactions in spreadsheets, alert your team on messaging apps, and send follow-up emails. Pick a combination and activate it in one click.

Supported triggers and actions for GoHighLevel and SmartBill

Mix and match to build the exact automation you need

What can you automate with GoHighLevel + SmartBill?

Streamline your sales and financial workflows by connecting GoHighLevel events to automated SmartBill actions.

Who is GoHighLevel + SmartBill integration for?

Agencies, marketers, and finance teams using GoHighLevel and SmartBill need seamless financial automation that eliminates manual data entry and keeps records accurate.

Did you know?

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

Why choose Integrately to automate GoHighLevel + SmartBill

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect GoHighLevel or SmartBill With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

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

Automate Your Tedious Tasks
With A Single Click