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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.

  • Search Smartsheet

    Gets a list of the user's search results in a sheet based on query.

How to Integrate Smartsheet with Appy Pie Automate

Follow the steps below to start integrating Smartsheet using Appy Pie Automate:

  1. Go to Appy Pie Automate

  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 hundreds of apps supported on Appy Pie Automate.

A Quick Guide to Integrations For Smartsheet Using Appy Pie Automate:

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 Automate 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 Automate, 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 Automate 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 Automate, it works more than a standard spreadsheet. Use Appy Pie Automate 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 Automate:

  • 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 Automate 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 Automate will let you create a log on Smartsheet spreadsheet for every Tweet you post on Twitter.
  • Use Appy Pie Automate and connect Smartsheet to Google Calendar and automatically create detailed Google Calendar events for new rows in a Smartsheet.

Appy Pie Automate 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.

  • Integration for Smartsheet
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Step By Step Guide For Creating Integrations For Smartsheet

  1. To integrate Smartsheet at Appy Pie Automate, search and select the app from the app directory. Choose the service required and click Continue to move further ahead with the 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 Automate. Enter the details correctly and log in.

  3. Once the credentials are verified, Appy Pie Automate 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 Automate for the integration.

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

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

Common Issues With Smartsheet At Appy Pie Automate

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 Automate 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 Automate.

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 Automate. 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 Automate 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 Automate 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 Automate 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 Automate, 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 Automate, 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 Automate. 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 Automate.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:19 pm

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