JobTread + Smartsheet Integrations

How to connect JobTread + Smartsheet

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Supported triggers and actions

What does this mean?

Customer Contact Created
Triggers when a contact is created for a customer.
Trigger
Instant
Customer Created
Triggers when a customer is created.
Trigger
Instant
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Document Created
Triggers when a document is created.
Trigger
Instant
Document Updated
Triggers when a document is updated.
Trigger
Instant
File Created
Triggers when a file is created.
Trigger
Instant
Job Created
Triggers when a job is created.
Trigger
Instant
Job Updated
Triggers when a job is updated.
Trigger
Instant
JobTread
Triggers when a task is created.
Instant
Trigger
JobTread
Triggers when a task is updated.
Instant
Trigger
JobTread
Triggers when a contact is created for a vendor.
Instant
Trigger
JobTread
Triggers when a vendor is created.
Instant
Trigger
JobTread
Triggers when a vendor is updated.
Instant
Trigger
JobTread
Create a comment on a JobTread item.
Scheduled
Action
JobTread
Create a new customer including optional contacts, locations, and jobs.
Scheduled
Action
JobTread
Create a new contact for a customer.
Scheduled
Action
JobTread
Create a new job.
Scheduled
Action
JobTread
Create a new location.
Scheduled
Action
JobTread
Create a new task.
Scheduled
Action
JobTread
Create a new vendor including optional contacts, locations, and jobs.
Scheduled
Action
JobTread
Create a new contact for a vendor.
Scheduled
Action
JobTread
Update an existing job.
Scheduled
Action
JobTread
Update an existing task.
Scheduled
Action
JobTread
Upload files to a JobTread item.
Scheduled
Action
JobTread
Search for a customer by name.
Scheduled
Action
JobTread
Search for a job by number.
Scheduled
Action
JobTread
Search for a location by name
Scheduled
Action
JobTread
Search for a membership by user name or email address.
Scheduled
Action
JobTread
Search for a vendor by name.
Scheduled
Action
Smartsheet
Triggers when a row is updated.
Scheduled
Trigger
Smartsheet
Triggers when a new attachment is added to a row.
Scheduled
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 JobTread + Smartsheet Integrations Work

Step 1: Authenticate JobTread 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.

Connect apps

Connect JobTread + Smartsheet

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

Related categories

Project Management

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.