How to connect Fulcrum + Smartsheet
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- Record CreatedTriggers when a new record is created.Trigger
- Record DeletedTriggers when a new record is deleted.Trigger
- Record UpdatedTriggers when a new record is updated.Trigger
- Project CreateCreates a new project.Action
- Record CreateCreates a new Record.Action
- Record UpdateUpdate a new Record.Action
- Updated RowTriggers when a row is updated.Trigger
- New AttachmentTriggers when a new attachment is added to a row.Trigger
- Smartsheet
Triggers when a new comment is added.
Scheduled
Trigger
- Smartsheet
Triggers when a new row is added.
Scheduled
Trigger
- Smartsheet
Creates a Workspace.
Scheduled
Action
- Smartsheet
Adds a file attachment to a row.
Scheduled
Action
- Smartsheet
Adds discussion to row.
Scheduled
Action
- Smartsheet
Add a row to a sheet.
Scheduled
Action
- Smartsheet
Copies folder to another destination.
Scheduled
Action
- Smartsheet
Copies row to another sheet.
Scheduled
Action
- Smartsheet
Creates a copy of the specified Workspace.
Scheduled
Action
- Smartsheet
Moves row to another sheet.
Scheduled
Action
- Smartsheet
Create a new sheet from an existing sheet.
Scheduled
Action
- Smartsheet
Create a new sheet from a template.
Scheduled
Action
- Smartsheet
Update an existing row with new values. Requires a row ID.
Scheduled
Action
- Smartsheet
Send a row via email.
Scheduled
Action
- Smartsheet
Send a sheet via email (as PDF or Excel).
Scheduled
Action
- Smartsheet
Share a sheet.
Scheduled
Action
- Smartsheet
Share a workspace.
Scheduled
Action
How Fulcrum + Smartsheet Integrations Work
- Step 1: Authenticate Fulcrum and Smartsheet.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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