Kustomer + Smartsheet Integrations

How to connect Kustomer + Smartsheet

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Supported triggers and actions

What does this mean?

Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Message Created
Triggers when a new message is created.
Trigger
Instant

Message Updated
Triggers when a message is updated.
Trigger
Instant
Create Conversation
Creates a Conversation
Action
Write

Create Customer
Create a new customer in Kustomer
Action
Write

Kustomer
Creates a Note
Scheduled
Action
Kustomer
Creates a User
Scheduled
Action
Kustomer
Update a Conversation
Scheduled
Action
Kustomer
Update an existing customer in Kustomer
Scheduled
Action
Kustomer
Finds a Conversation
Scheduled
Action
Kustomer
Finds a Customer
Scheduled
Action
Kustomer
Finds a User
Scheduled
Action
Kustomer
Finds a conversation
Scheduled
Action
Kustomer
Finds a Customer
Scheduled
Action
Kustomer
Finds a User
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 Kustomer + Smartsheet Integrations Work

Step 1: Authenticate Kustomer 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 Kustomer + Smartsheet

About Kustomer

Kustomer is a powerful omnichannel customer service solution.

Related categories

Customer Support

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.