FYI Smartsheet Integration - Quick Connect

Connect FYI and Smartsheet to unlock the power of automation

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Choose an Action

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Set up your first integration

Quickly connect FYI to Smartsheet with a Zapier template.

Our most popular template

Update and manage tasks in FYI whenever rows are updated in Smartsheet
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Smartsheet + FYI

Update and manage tasks in FYI whenever rows are updated in Smartsheet

Details

Try it

Smartsheet + FYI

How Zapier works

Zapier makes it easy to integrate FYI with Smartsheet - no code necessary. See how you can get setup in minutes.

Select a trigger from FYI

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Smartsheet

An action is what takes place after the automation is triggered. For example, with Smartsheet, the action could be "Create Workspace."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FYI to Smartsheet

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your FYI to Smartsheet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect FYI and Smartsheet to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Name
  Required
- Client Email
  Required
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Export Code
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Name
  Required
- Create client if it doesn’t exist yet
  Required
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
- Due Date
- Create client if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Export Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Choose a Sheet
  Required
Trigger
Scheduled
Try It

- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
- Row
  Required
- File
  Required
Action
Write

- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Choose a Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
  Required
- Create client if it doesn’t exist yet
  Required
- Job Type
- Description
- Export Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Choose a Sheet
  Required
Trigger
Scheduled
Try It
- Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Folder Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Destination
  Required
- Choose a Sheet
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es)
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write

Learn how to automate FYI on the Zapier blog

Learn how to automate Smartsheet on the Zapier blog

About FYI

FYI is a document management service for professionals

Related categories

Accounting

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Help

Related categories