SmartBill + WATI Integration

Integrate SmartBill to WATI in one click, or tell Integrately AI how you want each contact handled. Create invoices, send documents by email, collect payments, and manage customer communications automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
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2.
  • SmartBill
    Create invoice in SmartBill
  • SmartBill
    Send document by email in SmartBill
  • SmartBill
    Create payment collection in SmartBill
  • SmartBill
    Create proforma in SmartBill
  • SmartBill
    Get invoice PDF in SmartBill
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready WorkflowsReady Workflows ย  for SmartBill + WATI Integration

Create invoices from new contacts, send proformas, email financial documents, and collect payments, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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

Connect more apps to your SmartBill + WATI flow

Connect orders, payments, and customer records to your financial and messaging stack. Pick a combination and activate it in one click.

SmartBill
WATI
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ShopifyShopify (4)
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StripeStripe (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
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When a new Shopify order is created, create a SmartBill invoice and send a template message in WATI
Shopify orders instantly generate a SmartBill invoice and trigger a WhatsApp message in WATI, eliminating manual billing steps.
S
S
W
When a Shopify product is created, create a SmartBill proforma and update contact attributes in WATI
New Shopify products generate a proforma in SmartBill while updating customer records in WATI for seamless inventory tracking.
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S
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When a Shopify customer is created, send a document by email in SmartBill and create a contact in WATI
New Shopify customers receive a welcome document via SmartBill while a corresponding contact is created in WATI.
S
S
W
Use ChatGPT to analyze new Shopify order details, create a SmartBill invoice, and send a session message in WATI
ChatGPT analyzes incoming Shopify orders, generating a SmartBill invoice and a tailored session message in WATI.

Supported triggers and actions for SmartBill and WATI

Mix and match to build the exact automation you need

SmartBill
SmartBill Triggers & Actions
No trigger is available
Create invoice in SmartBill
Generates a new invoice
Try it โ†’
Send document by email in SmartBill
Emails the document
Try it โ†’
Create payment collection in SmartBill
Try it โ†’
Create proforma in SmartBill
Generates a proforma
Try it โ†’
Get invoice PDF in SmartBill
Retrieves the invoice as a PDF
Try it โ†’
WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
Try it โ†’
Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
Try it โ†’
Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
Try it โ†’
Send template message in WATI
Sends a reply
Try it โ†’
Send session message in WATI
Sends a session message
Try it โ†’
Create contact in WATI
Adds a new contact to the database
Try it โ†’
Update contact attributes in WATI
Updates contact information with new details
Try it โ†’

What can you automate with SmartBill + WATI?

Streamline your invoicing, accounting, and customer communication workflows with ready-to-run automation recipes.

What you can automate?
๐Ÿงพ
Create SmartBill invoices from WATI contacts
Generate a SmartBill invoice automatically the moment a new contact is created in WATI. Remove manual data entry and speed up your billing cycle.
๐Ÿ“‹
Capture every submitted field and attribute
Map all available contact attributes and custom fields from WATI directly into SmartBill invoices and proformas without losing critical data.
๐Ÿ””
Tell the right team member instantly
Send automated WhatsApp template messages or session messages in WATI as soon as documents or invoices are generated in SmartBill.
๐Ÿ”€
Branch workflows based on submitted fields
Route different document types or create specific invoices in SmartBill depending on the message content or contact attributes received in WATI.
๐Ÿ”„
Keep financial records up to date
Automatically update payment collections and invoice statuses across SmartBill whenever customer interactions change in WATI.
โž•
Add or update without creating duplicates
Check existing records in SmartBill before creating new invoices or proformas, keeping your accounting database clean and organized.
๐Ÿ’ณ
Handle later status changes and payments
Trigger automated follow-up messages in WATI when invoice payments are collected or when financial documents are updated in SmartBill.
๐Ÿ”—
Extend your workflow to Slack
Connect SmartBill and WATI with Slack to notify your finance channel whenever a new invoice or payment collection is successfully created.
And much more...

Who is SmartBill + WATI integration for?

Accounting professionals, business owners, and customer support leads who manage Romanian invoices and WhatsApp communications manually can streamline their financial workflows and client messaging.

Financial controllers
Financial controllers
Customer support teams
Customer support teams
Business owners
Business owners
Sales representatives
Sales representatives
Operations managers
Operations managers
Finance teams
Finance teams
๐Ÿ“Š
Financial controllers
You're reconciling financial records and invoice entries but your reporting sheet only updates when someone manually exports data, so the revenue counts you're reviewing against are always a few hours behind โ€” with this integration, every new invoice lands in your records instantly and your financial data stays current.
๐Ÿ’ฌ
Customer support teams
You're answering client questions on WhatsApp while manually creating matching billing records, but customer requests pile up faster than your team can log them, so important follow-ups get delayed โ€” this integration means every interaction instantly triggers the correct document or invoice so nothing gets missed.
๐Ÿ‘”
Business owners
You're reviewing monthly performance reports for stakeholders, but manual data entry between your accounting and messaging tools leaves gaps in your tracking sheet, so your numbers never match up โ€” automating both apps means your reports are accurate and your stakeholders get clear visibility.
๐Ÿ“ˆ
Sales representatives
You're closing deals and messaging buyers on WhatsApp, but creating invoices by hand slows down your sales velocity and frustrates clients waiting for paperwork โ€” connecting these apps means every contact creation automatically triggers your billing and messaging steps without manual effort.
โš™๏ธ
Operations managers
You're overseeing order fulfillment and customer onboarding, but your team spends hours copying customer details from messaging threads into financial software, so handoffs are always prone to human error โ€” this integration means customer data flows smoothly between platforms from the moment an order arrives.
๐Ÿ“‘
Finance teams
You're maintaining a secure history of all client payments and invoices, but manual entry leads to missing proformas and unbalanced collection records, so audits require tedious cross-checking โ€” automating both apps means your financial history is captured reliably and without gaps.
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 SmartBill + WATI

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

1,500+ apps connected
1,500+ apps connected
Connect SmartBill + WATI 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 SmartBill to WATI?
Frequently Asked Questions
You can connect SmartBill to WATI in 1 click using ready-made templates on Integrately. Link your accounts, select a workflow, and let Integrately AI set up your invoicing and messaging automation instantly alongside tools like Shopify, HubSpot, and Slack.
Can I automatically create SmartBill invoices when a new contact is created in WATI?
Frequently Asked Questions
Can I connect SmartBill, WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for SmartBill and WATI?
Frequently Asked Questions
How does SmartBill handle data syncing with WATI?
Frequently Asked Questions
Can I send WhatsApp messages in WATI when SmartBill documents are created?
Frequently Asked Questions
Do I need coding skills to automate SmartBill and WATI?
Frequently Asked Questions
Is the SmartBill and WATI integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

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WATI
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