Planning Center + Smartsheet

Add new Planning Center workflow cards to Smartsheet as rows

Streamline your task management with this prompt and efficient workflow. When a fresh card is presented in Planning Center, this process swiftly transfers the data to Smartsheet by creating a new row. This reduces hands-on work, saving time and reducing errors. Simplify the complexities of working between two apps, making your Smartsheet task management more agile and productive with real-time updates from Planning Center.

When this happens...
New Workflow Card
Triggers when a new workflow card is created in a specific workflow.
TriggerPolling
automatically do this!
Add Row to Sheet
Add a row to a sheet.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Polling
Try It
- FormRequired
Trigger
Polling
Try It
New Profile
Triggers when a new Profile is created.
Trigger
Polling
Try It
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It

- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write

- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
Action
Search

New Donation
Triggers when a donation is received.
Trigger
Polling
Try It
- Service TypeRequired
Trigger
Polling
Try It
- WorkflowRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

Related categories

Fundraising

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.

Related categories

Spreadsheets

Planning Center + Smartsheet

Add new Planning Center workflow cards to Smartsheet as rows

New List Result

New Form Submission

New Profile

Get Reports

New Comment

New or Updated Report Row

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

Move Row

Create Sheet From Template

Send Row

Share Sheet

API Request (Beta)

Find Attachment

New Donation

New Plan

New Workflow Card

New Attachment

New Row

Updated Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Export Column

Create Sheet From Existing Sheet

Update Row

Send Sheet

Share Workspace

Find sheet Row (Legacy)

Find Sheet Row

About Planning Center

Related categories

About Smartsheet

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