How to connect JobTread + Smartsheet
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- Customer Contact CreatedTriggers when a contact is created for a customer.Trigger
- Customer CreatedTriggers when a customer is created.Trigger
- Customer UpdatedTriggers when a customer is updated.Trigger
- Document CreatedTriggers when a document is created.Trigger
- Document UpdatedTriggers when a document is updated.Trigger
- File CreatedTriggers when a file is created.Trigger
- Job CreatedTriggers when a job is created.Trigger
- Job UpdatedTriggers when a job is updated.Trigger
- 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.
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