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Smartsheet Integrations with AI-Driven Workflow Automation

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About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

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Here is a list of Smartsheet Triggers and Actions

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

How to Integrate Smartsheet with Appy Pie Connect

Follow these steps to Integrate Smartsheet:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Smartsheet App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Smartsheet account API key

  6. Your Smartsheet app is now ready to integrate thousands of apps supported on Appy pie Connect.

Details of Smartsheet Integrations using Appy Pie Connect

Planning, execution, tracking, and reporting on work are the key to success for any project. Getting all the tasks on your to-do list in one place is a great start towards achieving your project goals. Use Appy Pie Connect to integrate your email, forms, team-collaboration, and note-taking apps to get productivity superpowers. Our automation platform allows you to integrate Smartsheet with the popular apps in the industry including Gmail, Slack, Asana, JotForm, Wufoo, SMS by Appy Pie Connect, Twitter, Google Drive, Facebook Page, Google Calendar, and more. You can connect Smartsheet to your favorite apps in just a few clicks and automate your workflows without any coding.

Smartsheet with Appy Pie Connect can increase your team’s productivity and get more done in less time. Our platform also offers various prebuilt Smartsheet integration-Connects to get started. All these templates are prebuilt with the specific trigger and action to help you instantly automate your business processes while eliminating manual tasks. When you connect Smartsheet with Appy Pie Connect, it works more than a standard spreadsheet. Use Appy Pie Connect and make your more Smartsheet more functional than ever. No Coding needed just follow our simple instructions and start creating “Connects’ now!

Here is how you can use Smartsheet with Appy Pie Connect:

  • Backup your social platform posts from Facebook, Twitter, Instagram, or LinkedIn – all in one place and keep it safe forever.
  • Automatically create tasks in project management apps, such as Trello, Asana, and more directly from Smartsheet rows to improve your project management.
  • Keep tabs on all the changes in your Smartsheet without opening it. Send yourself a Gmail email whenever new rows are added on a Smartsheet by using Smartsheet-Gmail integration.
  • Smartsheet-Trello Integration: Use this Appy Pie Connect integration and automatically turn your Smartsheet spreadsheet rows into new cards on Trello.
  • Connect Smartsheet to Salesforce and automatically add new Salesforce leads in a Smartsheet spreadsheet, helping you to use your data in your way.
  • Use Smartsheet-Asana integration and create tasks in Asana when new rows are added to a Smartsheet spreadsheet. This Smartsheet-Asana integration will help you done more in less time.
  • Connect Smartsheet with Google sheet and add rows in Smartsheet whenever a new row is added or updated on Google Sheet. This Smartsheet connection with Google Sheet will bring everything in one place.
  • Use Smartsheet and Slack together and automatically send a message in your chosen Slack channel whenever a new row is added to your Smartsheet.
  • Smartsheet and Twitter at Appy Pie Connect will let you create a log on Smartsheet spreadsheet for every Tweet you post on Twitter.
  • Use Appy Pie Connect and connect Smartsheet to Google Calendar and automatically create detailed Google Calendar events for new rows in a Smartsheet.

Appy Pie Connect brings together Triggers (like "New Row") and Actions (like "Create Task") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

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  • Smartsheet Integration
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Step By Step Smartsheet Integration Guide

  1. To integrate Smartsheet at Appy Pie Connect, search and select the app from the app directory. Choose the service required and click Continue to move further ahead with the integration.

    Integration

  2. Next, Choose an Account and a pop-up will ask you to enter the email address and password for the Smartsheet account you want to integrate at Appy Pie Connect. Enter the details correctly and log in.

    Integration

  3. Once the credentials are verified, Appy Pie Connect will ask to allow certain accesses for completing the operations required by integration. Check the permits and press the Allow button to give access to Appy Pie Connect for the integration.

    Integration

  4. Appy Pie Connect will once again ask to verify the account of Smartsheet, press Continue to move ahead with the integration.

    Integration

  5. Once the account is confirmed, select the sheet from the dropdown and Continue to complete the integration.

    Integration

Common Issues With Smartsheet At Appy Pie Connect

Why new rows of data not triggering in my Connect?

It happens if the current smartsheet Connect is working, the new row will not trigger that Smartsheet.

To resolve this issue you can:

  1. Select another sheet, this will inactive the current sheet
  2. Switch the Connect Off for the time being.

Why does “Updated Row” trigger more often than expected?

This may happen in the case if the row is added at the top rather than the bottom. If the row is added in the middle or top of the sheet then the “Update row” will keep working.

Error: “Column ID Not Found”

This error may arise if the Smartsheet column has been removed from the sheet connected. Revise the action portion of Connect to erase & update the information about the concerned column.

Why can't I select attachments or discussion columns from my Smartsheet in Connect?

This functionality is currently unavailable at Appy Pie Connect with Smartsheet app.

Can I get my Gmail attachment in Smartsheet through Connect?

For now, such functionality is unavailable as an Action for Smartsheet to receive data from Appy Pie Connect.

Date & Time information copied From Smartsheet are not exact

This is due to the reason that Smartsheet doesn’t follow any particular time zone. To overcome this issue we recommend you use Formatter App.

My Update Row/Move Row action is showing an error although I am passing ID since step 1!

In Smartsheet there are 2 ID’s viz. ID and Original ID, Try using Original ID in Step 1.

I receive No Sample Data values in the trigger sample result.

If you have not saved the data in your Smartsheet after adding it then this error will occur. Try to run the trigger after entering and saving the data in Smartsheet.

Error: “Value is not supported for this Column Type. Use ObjectValue instead”!

To resolve this error in Smartsheet you have to uncheck “Allow multiple contacts per cell” in Contact list, as it is not possible to support the multiple contact addition in a single cell.


10 Best Smartsheet Integrations for Your Team in 2023

Best Smartsheet integrations

If you’ve worked on Smartsheet, you’ll know how effective a platform it is for task management. Not only does it make organizing and planning tasks a more straightforward and cleaner affair, but it also enhances team collaboration. If you use multiple applications along with Smartsheet, a common problem you might have faced is the constant toggling between applications to ensure that all the data on Smartsheet is updated on other platforms. This manual re-entry of data must occupy a lot of time in your daily work schedule.

This can be changed with Appy Pie Connect. With over 1000 app integrations, Connect allows you to build automated workflows with Smartsheet, ensuring that data is constantly updated between these applications, saving you a lot of time, energy, and effort.

If you’re interested in that, check out Appy Pie Connect immediately. Meanwhile, we’ve listed some popular Smartsheet integrations for you to check out.

  1. Smartsheet and Sharepoint

    Sharepoint is a popular web collaboration software where business teams can work together. Appy Pie Connect offers several Smartsheet Sharepoint integrations that you can implement and deploy quickly to enhance efficiency.

    Best Sharepoint Smartsheet integrations

    • Create Workspace to Smartsheet from New List in SharePoint
    • Share Workspace in Smartsheet when New List is created in SharePoint
    • Send Row in Smartsheet when New List is created in SharePoint

  2. Smartsheet and Azure DevOps

    Well known for its developer services, Azure DevOps allows teams to plan work, work together on coding and development, and create and deploy applications. Integrating it with Smartsheet will enable users to enjoy plenty of team collaboration features, making working with team members much more convenient.

    Best Azure DevOps Smartsheet integrations

    • Create Work Item to Azure DevOps from New Comment in Smartsheet
    • Trigger Build in Azure DevOps when Updated Row is added to Smartsheet
    • Create Work Item to Azure DevOps from New Row in Smartsheet
    • Trigger Build in Azure DevOps when New Row is created in Smartsheet

  3. Smartsheet and Microsoft Teams

    Microsoft Teams is another sought-after collaboration and messaging tool for professionals within a workplace. Integration with Smartsheet allows users to share instant messages whenever a new update is added.

    Best Microsoft Teams Smartsheet integrations

    • Send Chat Message in Microsoft Teams when Updated Row is added to Smartsheet
    • Create Channel to Microsoft Teams from New Row in Smartsheet
    • Create Chat to Microsoft Teams from New Attachment in Smartsheet
    • Create Meeting to Microsoft Teams from New Comment in Smartsheet

  4. Smartsheet and Slack

    Similar to Teams, Slack is a messaging and collaboration tool that allows individuals within a workplace to communicate and interact with each other. Users can make the most of the Slack Smartsheet integration to boost productivity and team collaboration.

    Best Slack Smartsheet integrations

    • Add Reminder in Slack when Updated Row is added to Smartsheet
    • Send Direct Message in Slack when New Attachment is created in Smartsheet
    • Set Status in Slack when New Comment is created in Smartsheet
    • Send Private Channel Message in Slack when Updated Row is added to Smartsheet

  5. Smartsheet and Asana

    There are organizations where different teams use different project management software, like Asana and Smartsheet. To facilitate inter-departmental collaboration, Appy Pie Connect features an Asana Smartsheet integration which allows users to sync data and make real-time updates across applications.

    Best Asana Smartsheet integrations

    • Create Project from Asana from Updated Row to Smartsheet
    • Update Task in Asana when New Attachment is created in Smartsheet
    • Create Story to Asana from New Comment in Smartsheet

  6. Smartsheet and Zendesk

    Zendesk is a customer relationship management software, which allows businesses to track and manage their business-critical processes. If you want to take your productivity to the next level, you can easily use the Zendesk Smartsheet integration. Manage your business better, and enhance your workplace efficiency with this integration.

    Best Zendesk Smartsheet integrations

    • Create Ticket from Zendesk from Updated Row to Smartsheet
    • Update Organization in Zendesk when New Row is created in Smartsheet
    • Create User to Zendesk from New Row in Smartsheet

  7. Smartsheet and Trello

    Trello’s kanban style boards have made it one of the leading task management apps and software in the world. You can link it with Smartsheet, using Appy Pie Connect, to braoden its prospects and incorporate new features of Smartsheet into your daily task management.

    Best Trello Smartsheet integrations

    • Create Comment to Trello from New Attachment in Smartsheet
    • Create Label to Trello from New Comment in Smartsheet
    • Create Cards on Trello for Every New Smartsheet Row
    • Create Trello Cards for updated Smartsheet rows

  8. Smartsheet and Microsoft To Do

    There is always the possibility that multiple teams within the same organization use different productivity tools, such as Microsoft To Do or Smartsheet. What you can do, is integrating the two using Appy Pie Connect, allowing teams to continue using the existing platforms, while you can monitor the progress, on a common platform, without having to toggle back and forth from multiple apps.

    Best Microsoft To Do Smartsheet integrations

    • Create a Task on Microsoft To-Do from New Comment in Smartsheet
    • Create a List on Microsoft To-Do from New Attachment in Smartsheet
    • Create Task to Microsoft To-Do from New Row in Smartsheet

  9. Smartsheet and Microsoft Outlook

    Outlook is the preferred email management tool for many. It’s easy, and feature-rich, which makes it a popular choice for emails. Integrating it with Smartsheet allows users to streamline their email and communications management, with the additional benefits of project management.

    Best Microsoft Outlook Smartsheet integrations

    • Send Email in Microsoft Outlook when Updated Row is added to Smartsheet
    • Create Event to Microsoft Outlook from New Attachment in Smartsheet
    • Delete Event in Microsoft Outlook when New Comment is created in Smartsheet

  10. Smartsheet and Notion

    Notion is a popularly used all-in-one workspace where users can write down their thoughts, make notes, organize and plan tasks. An integration with Smartsheet only expands the functionalities of both applications, allowing users to do a lot more than earlier.

    Best Notion Smartsheet integrations

    • Create Database Item from Notion from New Row to Smartsheet
    • Update Database Item in Notion when Updated Row is added to Smartsheet
    • Create Database Item to Notion from New Attachment in Smartsheet
    • Update Database Item in Notion when New Comment is created in Smartsheet

Conclusion

It feels great to have apps interacting with each other and updating data automatically. This is what can be accomplished with Appy Pie Connect. No need to worry about using multiple applications; simply integrate them with Connect and take your work productivity to a new level. Just like Smartsheet integrations, you can integrate over 1000 different productivity tools, mobile apps, accounting software, and more with the help of Appy Pie Connect.

Table of Content

  1. What are Smartsheet Integrations?
  2. Benefits of Integrating Smartsheet with Appy Pie Connect
  3. Powerful Features of Smartsheet Integrations on Appy Pie Connect
  4. Best Practices for Smartsheet Integrations on Appy Pie Connect
  5. Case Studies and Success Stories
  6. Which Users are Eligible to Use Smartsheet Apps?
  7. Conclusion

What are Smartsheet Integrations?

Integrating Smartsheet with other applications and services can greatly benefit businesses by streamlining workflows, automating tasks, and improving customer experience. With Smartsheet integrations, businesses can save time and resources by eliminating manual data entry and other repetitive tasks, while also enhancing data accuracy and security.

Appy Pie Connect is an AI-driven integration platform that makes it easy for businesses to automate their workflows by connecting their favorite apps and services. With Appy Pie Connect, businesses can integrate Smartsheet with other apps to automate tasks such as creating new contacts, updating customer records, sending notifications, and more. By leveraging the power of Appy Pie Connect, businesses can optimize their operations and focus on growing their business, rather than wasting time on tedious manual tasks.

Benefits of Integrating Smartsheet with Appy Pie Connect

Here are Some of the key Benefits of Integrating Smartsheet with Appy Pie Connect:

Benefits Description
Increased Efficiency Integrating Smartsheet with Appy Pie Connect powered by AI can help businesses automate their workflows, reducing the need for manual data entry and saving time. With Appy Pie Connect, businesses can set up triggers and actions to automatically move data between Smartsheet and other applications, eliminating the need for manual intervention.
Improved Customer Experience By integrating Smartsheet with Appy Pie Connect powered by AI, businesses can provide customers with a seamless experience. Appy Pie Connect allows businesses to customize forms and create automated notifications, providing customers with real-time updates. This enhances customer trust and satisfaction, which can lead to increased repeat business.
Enhanced Data Accuracy and Security Appy Pie Connect powered by AI ensures that data is accurately and securely transferred between Smartsheet and other applications, reducing the risk of data errors or security breaches. Appy Pie Connect uses state-of-the-art security protocols to protect customer data and prevent unauthorized access, ensuring that businesses can confidently integrate Smartsheet with their other applications.
Increased Sales and Revenue By integrating Smartsheet with other applications through Appy Pie Connect powered by AI, businesses can increase sales and revenue. Appy Pie Connect allows businesses to automatically process and track payments, manage customer data, and generate reports on transactions. This helps businesses gain valuable insights into their customer behavior and payment trends, which they can use to optimize their business operations and increase their revenue.
Simplified Workflow Management Appy Pie Connect powered by AI simplifies workflow management by allowing businesses to automate their workflows. Businesses can set up custom triggers and actions to move data between Smartsheet and other applications, reducing the need for manual data entry and streamlining business operations. This can help businesses save time and reduce errors, improving overall productivity and efficiency.

Powerful Features of Smartsheet Integrations on Appy Pie Connect

Here are some powerful features of integrating Smartsheet with Appy Pie Connect:

Features Description
Streamlined workflows With Appy Pie Connect, you can create custom workflows that streamline your business processes. This helps you save time and improve efficiency by automating manual tasks.
Multi-platform integration Appy Pie Connect supports integration with a wide range of popular platforms, including Salesforce, HubSpot, Trello, Slack, and many more. This helps you create an integrated ecosystem that works best for your specific needs.
Real-time data sync Appy Pie Connect allows you to sync your data in real-time between Smartsheet and other platforms. This helps you stay updated and ensure that you have the latest information available.
Custom triggers and actions Appy Pie Connect provides custom triggers and actions that enable you to create custom workflows based on your specific requirements. This helps you optimize your workflows and improve overall efficiency.
Data analytics and reporting Appy Pie Connect provides powerful data analytics and reporting tools that enable you to track data and customer behavior. This helps you identify trends, optimize your workflows, and improve overall customer satisfaction.
AI-driven automation Appy Pie Connect is an AI-driven integration platform that enables you to automate your workflows using advanced AI technologies. This helps you save time and effort and ensures that your processes are accurate and efficient. With Appy Pie Connect's AI-powered algorithms, you can make data-driven decisions that improve your business operations and increase profitability.
AI-enhanced marketing automation With Appy Pie Connect, you can automate your marketing processes and leverage AI-powered tools to optimize your campaigns. This helps you increase engagement, improve ROI, and drive more conversions.

With these powerful features, integrating Smartsheet with Appy Pie Connect can help you take your business to the next level.

Best Practices for Smartsheet Integrations on Appy Pie Connect

Here are Some Best Practices for Integrating Smartsheet with Appy Pie Connect:

Best Practices
Description
Benefits
Define Your Workflow Workflow Before you start integrating your apps, it's important to define your workflow and the specific tasks that you want to automate. This will help you to choose the right integrations and customize them to meet your business requirements.
  • Helps you choose the right integrations
  • Customizes integrations to meet business needs
Test Your Integrations It's important to test your integrations thoroughly before deploying them to ensure that they work as expected. This will help you to avoid any errors or issues that could negatively impact your business operations.
  • Avoids errors or issues that could impact business
  • Ensures integrations work as expected
Secure Your Data As data flows between your apps during the integration process, it's important to take all necessary measures to secure your data. Appy Pie Connect offers a range of security features to help protect your data, including encryption, SSL, and two-factor authentication.
  • Protects data during integration
  • Offers a range of security features to choose from
Monitor Your Workflows Once your integrations are deployed, it's important to monitor your workflows regularly to identify any issues or opportunities for optimization. Appy Pie Connect offers real-time reporting and analytics to help you track your workflows and make data-driven decisions.
  • Identifies issues or opportunities for optimization
  • Helps track workflows with real-time reporting and analytics
Stay Up-to-Date The apps you integrate with are constantly evolving, with new features and updates released regularly. It's important to stay up-to-date with the latest developments and adapt your integrations accordingly to ensure that you are getting the most out of your workflows.
  • Adapts integrations to latest app features and updates
  • Gets the most out of workflows

Case Studies and Success Stories

Here is a Case Study about How Appy Pie Connect has Helped a Business:

Integration Type Description Results
E-commerce Integration A successful e-commerce business used Smartsheet to integrate their online store with various payment gateways, streamlining their payment process and reducing cart abandonment rates. The business saw a significant increase in revenue and customer satisfaction.
Non-Profit Integration A non-profit organization used Smartsheet to integrate their donation process with various payment gateways, making it easier for donors to contribute and for the organization to track and manage donations. The organization saw a significant increase in donations and a more streamlined donation process overall.
Subscription Service Integration A subscription-based service used Smartsheet to automate their billing process and integrate with various payment gateways, reducing administrative overhead and improving cash flow. The business saw a more efficient billing process overall.
Freelancer Integration A freelancer used Smartsheet to integrate their invoicing process with various payment gateways, simplifying payment collection and reducing the time spent on administrative tasks. The freelancer saw improved cash flow and more time to focus on client work.

Which Users are Eligible to Use Smartsheet Apps?

Here are Some Examples of Users Who may be Eligible to Use Smartsheet Apps:

  • E-commerce: Smartsheet's integrations with e-commerce platforms such as Shopify and WooCommerce make it a great option for businesses selling products online. E-commerce businesses can use Smartsheet to manage their sales and marketing campaigns, and improve their customer engagement and retention.
  • Non-profit: Non-profit organizations can use Smartsheet to communicate with their donors and members, send newsletters and updates, and manage their fundraising campaigns effectively.
  • Education: Educational institutions such as schools and universities can use Smartsheet to send newsletters, announcements, and updates to students, parents, and faculty members, and manage their admissions and enrollment processes more efficiently.
  • Hospitality and tourism: Hotels, restaurants, and travel companies can use Smartsheet to send promotional emails, newsletters, and updates to their subscribers and customers, and manage their reservations and bookings more effectively.
  • Creative industries: Designers, artists, and photographers can use Smartsheet to showcase their work, promote their services, and communicate with their clients effectively.

This is just a selection of industries that can benefit from using Smartsheet apps. However, any business or organization that needs to manage their specific workflows and processes can use Smartsheet to achieve their goals.

Conclusion

Integrating Smartsheet with Appy Pie Connect, an AI-driven integration platform, is a great way to improve the convenience, security, and reliability of your Smartsheet integration. There are a number of ways to integrate Smartsheet with your systems and applications using Appy Pie Connect, so you can choose the method that best meets your needs.

Page reviewed by: Abhinav Girdhar  | Last Updated on June 4, 2023, 5:36 pm

Top Smartsheet Integration Frequently Asked Questions

  • SmartSheet is the most advanced online project management software for teams, groups and is used by organizations of all sizes. At work, at home, in your personal life---whatever challenges you face, SmartSheet helps you succeed.

  • Here are the best Smartsheet integrations:

    1. Smartsheet + QuickBooks
    2. Smartsheet + Sage
    3. Smartsheet + Salesforce
    4. Smartsheet + Xero
    5. Smartsheet + MailChimp
    6. Smartsheet + Shopify
    7. Smartsheet + PayPal
    8. Smartsheet + Stripe

  • Yes, Zoho does integrate with SmartSheet without writing code. This integration can automate any tasks between Zoho and Smartsheet.

  • SmartSheet integrates seamlessly with Microsoft Excel, enabling you to quickly import your data from smartsheet into Excel. This Smartsheet-Excel integration allows you to easily move and analyze your data in one place.

  • Yes, SmartSheet integrates with Microsoft Teams so users can enable single sign-on and have data automatically sync between the two apps. You can also set up a customized SmartSheet integration for your specific workbook and dataset information.

  • Yes, SmartSheet integrates with Salesforce without any coding. You can automatically import Salesforce leads from its database into SmartSheet -- no manual entry needed.

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