Create SmartSuite row for new Wave invoice
Wave + SmartSuite Integration
SmartSuite + Wave Integration
Integrate SmartSuite to Wave in one click, or tell Integrately AI how you want each record handled. Create invoices, record transactions, update customer details, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in SmartSuite- Record is updated in SmartSuite
Invoice is created in Wave- Customer is created in Wave
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Trusted by experts at...
Ready Workflows for SmartSuite + Wave Integration
Create invoices from records, log transactions, update customer details, and sync payments, all in just one click.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your SmartSuite + Wave flow
Connect Gmail, Slack, Stripe, and other tools to notify teams, trigger billing updates, and manage customer records. Pick a combination and activate it in one click.
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Gmail (5)
Gmail (5) +
Slack (5)
Slack (5) +
Stripe (5)
Stripe (5) +
QuickBooks Online (5)
QuickBooks Online (5) +
Calendly (5)
Calendly (5) +
Google Drive (5)
Google Drive (5) S
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Create a Wave invoice from every new SmartSuite record, and send a confirmation email in Gmail.
New SmartSuite records immediately generate an invoice in Wave and trigger a confirmation email in Gmail, eliminating manual billing steps.
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When a Wave invoice is created, update the SmartSuite record and send an update email in Gmail.
Invoice creations in Wave automatically update your SmartSuite records and notify your team via Gmail in real time.
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When a Wave customer is created, create a SmartSuite record and send a welcome email in Gmail.
New Wave customers instantly populate your SmartSuite workspace while Gmail sends out a personalised welcome message.
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If a SmartSuite record indicates VIP status, create a Wave invoice and send a priority email in Gmail.
VIP records in SmartSuite trigger specialized invoicing in Wave alongside a priority notification email in Gmail.
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Use Claude to summarize every new SmartSuite record, create a Wave invoice, and send a briefing in Gmail.
Claude analyzes new SmartSuite records to generate invoices in Wave and distribute executive summaries via Gmail.
Supported triggers and actions for SmartSuite and Wave
Mix and match to build the exact automation you need
SmartSuite Triggers & Actions
What can you automate with SmartSuite + Wave?
Connect your project workflows and financial records to eliminate duplicate data entry across platforms.
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Generate Wave invoices from SmartSuite records instantly
Turn approved SmartSuite project records into official Wave invoices automatically without copying details by hand. Your billing department receives clean financial data the moment work is confirmed.
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Capture every submitted custom project field
Map all available SmartSuite record fields into corresponding Wave invoice line items and customer notes. Ensure no specific project requirement or custom attribute gets left behind during synchronization.
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Notify your finance team the moment billing occurs
Alert accounting staff via Slack or email as soon as new invoices are generated or payment milestones are reached in Wave. Keep stakeholders informed without switching between multiple browser tabs.
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Route invoices conditionally based on project budget
Send high-value project records to enterprise billing workflows in Wave while handling standard requests through regular invoicing templates. Tailor your financial operations to fit specific project tiers.
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Keep project status and financial records synchronized
Update SmartSuite records automatically whenever invoice statuses change in Wave, ensuring your project management board reflects real-time payment progress.
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Prevent duplicate customers with intelligent searches
Search existing Wave customer databases before creating new profiles from SmartSuite records, keeping your accounting directory clean and organized.
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Handle payment and transaction updates seamlessly
Log new money transactions and deposit records in Wave whenever project milestones update in SmartSuite, maintaining accurate cash flow visibility.
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Extend your financial workflows to connected tools
Connect your SmartSuite and Wave automation flow with Slack or Gmail to notify teams, archive documents in Google Drive, or schedule review meetings in Calendly.
And much more...
Who is SmartSuite + Wave integration for?
SmartSuite and Wave integration eliminates manual data entry for finance teams, project managers, and business owners managing client workflows.
Finance Managers
Sales Leads
Account Managers
Operations Directors
Billing Specialists
Project Coordinators
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Finance Managers
You're managing budgets across multiple projects in SmartSuite, but your Wave financial reports only update when someone manually exports invoices, so your cash flow numbers are always outdated — connecting these apps means every new transaction updates instantly and your reports stay accurate.
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Sales Leads
You're tracking client projects in SmartSuite, but billing details take hours to reach Wave, delaying follow-ups and invoicing cycles — automating both apps means invoices are generated the moment work is approved so you never miss a billing window.
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Account Managers
You're updating clients on project milestones in SmartSuite, but financial records live separately in Wave, making it hard to show complete progress — with this integration, project updates and billing milestones sync automatically to give you a unified view.
⚙️
Operations Directors
You're processing dozens of project requests daily in SmartSuite, but manual data entry into Wave creates massive bottlenecks — automating both apps means every approved record flows straight into your billing system without manual intervention.
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Billing Specialists
You're waiting for team members to finish tasks in SmartSuite before you can issue invoices in Wave, causing constant delays — this integration means billing teams receive instant handoffs the moment a record hits the final stage.
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Project Coordinators
You're maintaining client records in SmartSuite, but payment and invoice records in Wave frequently have missing links, creating auditing gaps — automating both apps means every customer record and financial transaction stays perfectly aligned.
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 SmartSuite + Wave
Build and manage your SmartSuite + Wave automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SmartSuite + 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 — 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.
How Integrately Works?
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Select Automation
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Connect Accounts
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Automation is ready
Connect SmartSuite + Wave Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect SmartSuite to Wave?
You can connect SmartSuite to Wave in 1 click using ready workflows on Integrately. It links your project management records to financial invoices instantly, with support for Gmail, Slack, Stripe, and 1,500+ other apps. You can also ask Integrately AI to build custom multi-step automations for your exact workflow.
Can I automatically create Wave invoices from SmartSuite records?
Can I connect SmartSuite, Wave, and Slack?
What is a good Zapier alternative for SmartSuite and Wave?
How does SmartSuite handle record creation and updates with Wave?
How does Wave sync customer and invoice data with SmartSuite?
Do I need coding skills to automate SmartSuite and Wave?
Is the SmartSuite and Wave integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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