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  • Smartsheet logoSmartsheet logo

JobTread + Smartsheet Integrations

How to connect JobTread + Smartsheet

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  • JobTread triggers, actions, and search
    Customer Contact Created
    Triggers when a contact is created for a customer.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    Customer Created
    Triggers when a customer is created.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    Customer Updated
    Triggers when a customer is updated.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    Document Created
    Triggers when a document is created.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    Document Updated
    Triggers when a document is updated.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    File Created
    Triggers when a file is created.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    Job Created
    Triggers when a job is created.
    Trigger
    Instant
  • JobTread triggers, actions, and search
    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

  1. Step 1: Authenticate JobTread and Smartsheet.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
jobtread logo
jobtread logo

About JobTread

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

Related categories

smartsheet logo
smartsheet logo

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.

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