Simpro + Wave Integration

Integrate Simpro to Wave in one click, or tell Integrately AI how you want each job handled. Sync customer records, generate invoices instantly, track payments, and keep your financial records accurate automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro Instant
  • Wave
    Invoice is created in Wave
  • Wave
    Customer is created in Wave
Arrow Right
2.
  • Simpro
    Update lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro
  • 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 Simpro + Wave Integration

Create invoices, sync customers, log financial transactions, and update your records, all in just one click.

Most popular automationmost-popular-automations
Wave + Simpro Integration

Create simPRO individual customer for new Wave customer

If you are using Wave, then you may want to also use simPRO to manage your customer relationships. With the help of this automation, whenever you create a customer in Wave, a corresponding individual customer will be created in simPRO.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Simpro + Wave Integration

Create Wave customer for new simPRO individual customer

In order to keep your accounting and customer records in sync, when you create a individual customer in simPRO, this automation will automatically create a customer in Wave.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with simPRO and Wave!
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Connect more apps to your Simpro + Wave flow

Connect customer communication, task management, and document storage tools to extend your financial workflows. Pick a combination and activate it in one click.

Simpro
Wave
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StripeStripe (8)
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GmailGmail (8)
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Google CalendarGoogle Calendar (8)
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TwilioTwilio (8)
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SlackSlack (8)
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Google DriveGoogle Drive (8)
S
W
S
Create a Wave invoice and a Stripe charge when an invoice is created in Simpro
New Simpro invoices automatically generate corresponding Wave invoices and process charges in Stripe without manual data entry.
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W
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When a customer is created in Simpro, create a customer in Wave and create a customer in Stripe
Simpro customer records are instantly mirrored across Wave and Stripe for unified billing.
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W
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When a Simpro job is updated, update the Wave invoice and create a Stripe payment link
Job adjustments in Simpro automatically update Wave invoices and generate Stripe payment links.
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W
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Create a Stripe charge for every Simpro quote, and generate a corresponding Wave estimate
Simpro quotes instantly trigger Wave estimates and prepare Stripe deposit charges.
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W
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If a Simpro recurring invoice is created, log the transaction in Wave and process via Stripe
Recurring Simpro billing is automatically recorded in Wave and processed through Stripe.
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W
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When an invoice is updated in Simpro, update the Wave customer and create a Stripe product
Invoice updates in Simpro keep Wave customer data and Stripe product catalogues synchronized.
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W
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C
Use ChatGPT to analyse Simpro job quotes, create a Wave estimate, and process via Stripe
ChatGPT analyses Simpro quote details to generate Wave estimates and trigger Stripe charges.
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W
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When a Simpro job is created, create a Wave invoice, charge via Stripe, and notify via Slack
New Simpro jobs generate Wave invoices, process Stripe charges, and announce updates in Slack.

Supported triggers and actions for Simpro and Wave

Mix and match to build the exact automation you need

Simpro
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Update lead in Simpro
Updates specified lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Create lead in Simpro
Adds a new lead to the database
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
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Create company customer in Simpro
Creates a new company customer record
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Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
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Create service quote in Simpro
Generates a new service quote
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Search quote in Simpro
Searches for a quote
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Create activity schedule block in Simpro
Creates a new activity schedule block
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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
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Create customer in Wave
Adds a new customer to the database
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Search customer in Wave
Locates and retrieves customer information
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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
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Update product in Wave
Updates product information
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Create product in Wave
Generates and launch new products
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What can you automate with Simpro + Wave?

Streamline your field service billing, customer synchronization, and financial reporting with ready-made workflows.

What you can automate?
๐Ÿงพ
Create Wave invoices from Simpro jobs automatically
Generate matching invoices in Wave the moment a new job is created in Simpro. Eliminate manual double-entry and accelerate your accounts receivable cycle.
๐Ÿ“‹
Capture every submitted field into estimates
Map available Simpro quote details into corresponding Wave estimates without missing line items or pricing breakdowns. Your financial proposals remain comprehensive.
๐Ÿ””
Tell the right team member immediately
Send instant notifications to your finance or operations channel in Slack as soon as a Simpro invoice or customer profile is created. Keep your entire staff informed.
๐Ÿ”€
Route records based on submitted criteria
Apply conditional logic to create different customer profiles or invoice types in Wave depending on whether your Simpro customer is an individual or a company.
๐Ÿ”„
Keep financial records updated in real time
Synchronize updates from Simpro invoices and job modifications directly into your Wave ledger. Ensure your accounts always reflect current field operations.
๐Ÿ”
Search and update instead of creating duplicates
Check for existing customer profiles in Wave before creating new ones from Simpro records. Maintain a clean database without redundant entries.
โš™๏ธ
Handle recurring invoice and status changes
Manage recurring service billings and contract updates seamlessly between Simpro and Wave. Automate your ongoing revenue operations end to end.
๐Ÿ“
Extend workflows to secure cloud storage
Sync customer data between Simpro and Wave while automatically saving backup transaction files and revision logs in Google Drive for compliance.
And much more...

Who is Simpro + Wave integration for?

Connect field service management with accounting workflows to eliminate manual data entry and keep financial records perfectly synchronized.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Client Success Leads
Client Success Leads
Billing Specialists
Billing Specialists
Field Service Coordinators
Field Service Coordinators
Project Managers
Project Managers
๐Ÿ“ˆ
Financial Controllers
You're reviewing revenue reports from Simpro while your accounting ledger in Wave lags behind manual end-of-week data entry, so the financial figures you're analysing are always outdated โ€” with this integration, every new invoice lands in Wave instantly and your financial data stays current.
โšก
Operations Managers
You're dispatching field service teams to completed jobs but billing details take hours to reach accounts, so revenue collection is constantly delayed โ€” automating both apps means every job update generates immediate invoices and cash flow moves without friction.
๐Ÿค
Client Success Leads
You're managing ongoing service contracts in Simpro while clients request updated billing statements from Wave, so your team spends hours reconciling records between systems โ€” connecting these apps means client statements match service records automatically.
๐Ÿ’ณ
Billing Specialists
You're manually copying customer details and line items from Simpro into Wave for every single service order, so high daily transaction volumes lead to costly data entry mistakes โ€” this integration means every customer and invoice syncs without manual keying.
๐Ÿ”ง
Field Service Coordinators
You're updating job statuses in Simpro after site visits but dependent billing tasks stall until someone notices the change, so administrative handoffs cause frustrating delays โ€” with this integration, every job modification triggers downstream financial actions instantly.
๐Ÿ“‹
Project Managers
You're tracking complex project quotes and recurring service agreements across disparate platforms, so audits reveal missing billing records and broken customer histories โ€” automating both apps means your transaction history remains complete and accurate.
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Why choose Integrately to automate Simpro + Wave

Build and manage your Simpro + 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 Simpro + 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?

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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Simpro to Wave?
Frequently Asked Questions
You can connect Simpro to Wave in 1 click using ready-made templates on Integrately. Choose a template or ask Integrately AI to build your custom workflow connecting Simpro, Wave, Slack, and other popular tools.
Can I automatically create Wave invoices when Simpro jobs are created?
Frequently Asked Questions
Can I connect Simpro, Wave, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Simpro and Wave?
Frequently Asked Questions
How do I sync Simpro customer records to Wave?
Frequently Asked Questions
How does Wave handle updates from Simpro invoices?
Frequently Asked Questions
Can I automate this workflow without any coding experience?
Frequently Asked Questions
Is the Simpro and Wave integration free?
Frequently Asked Questions
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You Can Also Connect Simpro or Wave With 1500+ Other Apps

Simpro
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Wave
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Sync Wave with invoicing, payment processing, and reporting tools to keep your financial workflow seamless.
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