SmartOffice + Smartsheet

SmartOffice + Smartsheet integrations

Add new SmartOffice contacts to Smartsheet as rows

Streamline your contact management with this efficient workflow when a new contact is added in SmartOffice. Without lifting a finger, it records the contact details in a new row in Smartsheet, allowing for seamless data entry and organization. This process not only saves time but bolsters your record if you rely on Smartsheet for maintaining your contacts. Stay organized and keep your focus on building valuable relationships.

When this happens...
New ContactTriggers when a contact is created in SmartOffice.
TriggerInstant
automatically do this!
Add Row to SheetAdd a row to a sheet.
ActionWrite

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More things you can do with SmartOffice and Smartsheet

Discover other triggers and actions you can use with SmartOffice and Smartsheet

New Contact
Triggers when a contact is created in SmartOffice.
Trigger
Instant
Try It
- Subject
  Required
- Description
- Location
- Keywords
- Start Time
  Required
- End Time
  Required
- Primary Contact E-mail
- Participant E-mail
- Type
- Sub-Type
- Task
- All day
- Priority
- Status
- Custom Fields
Action
Write
- Last Name
  Required
- First Name
- Middle Name
- Title
- Greeting
- Source
- Sub-Source
- Birth Date
- Preferred Communication
- Gender
- Marital Status
- # of Children
- E-Mail Type
- E-Mail
- Nationality
- Agent Status
- Primary Language
- Tobacco Use
- Driver License #
- Driver License State
- Driver License Expiration Date
- Salary
- SS # (Social Security Number)
- Tax
- Total Income
- Net Worth
- Job Title
- Occupation
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Contact Type
- Last Name (Key Relation)
- First Name (Key Relation)
- Middle Name (Key Relation)
- Gender (Key Relation)
- Marital Status (Key Relation)
- E-mail Type (Key Relation)
- E-mail (Key Relation)
- Line 1 (Key Relation)
- Line 2 (Key Relation)
- City (Key Relation)
- State (Key Relation)
- Country (Key Relation)
- ZIP/Postal Code (Key Relation)
- Phone Type (Key Relation)
- Full Phone Number (Key Relation)
- Relationship
- Set Name
- Type
- Sub-Type
- Custom Fields
Action
Write
- Lead Type
  Required
- Stage
  Required
- Status
  Required
- Campaign Name
- Last Name
  Required
- First Name
- Middle Name
- Suffix
- Greeting
- Title
- Gender
- Employer
- Job Title
- Source
- Sub-Source
- Birth Date
- Age
- Tobacco Use
- Phone Type
- Full Phone Number
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Remarks
- SS#/Tax ID
- Potential
- Score
- Leads Follow-up
- Language
- Action
- Marital Status
- Occupation
- Salary
- Tax
- Distribution Type
- Priority
- Qualified
- Custom Fields
Action
Write
- Subject
  Required
- Start Date
  Required
- End Date
  Required
Action
Write

- Choose a Sheet
  Required
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It

Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- 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 ID
  Required
- Query
  Required
Action
Search

Update Contact
Triggers when a contact is updated in SmartOffice.
Trigger
Instant
Try It
- Business Name
  Required
- Abbreviation
- Source
- Sub-Source
- E-mail Type
- E-mail
- Address Type
- Line 1
- Line 2
- City
- State
- ZIP/Postal Code
- Country
- Phone Type
- Full Phone Number
- Last Name (Primary Contact)
- First Name (Primary Contact)
- Middle Name (Primary Contact)
- E-mail Type (Primary Contact)
- E-mail (Primary Contact)
- Line 1 (Primary Contact)
- Line 2 (Primary Contact)
- City (Primary Contact)
- State (Primary Contact)
- Country (Primary Contact)
- ZIP/Postal Code (Primary Contact)
- Phone Type (Primary Contact)
- Phone (Primary Contact)
- Role (Primary Contact)
- Type
- Sub-Type
- DBA
- # of Employees
- Revenue
- Established On
- Tax
- Fiscal Year
- Segment
- SIC
- County
- Industry
- Business Class
- Income
Action
Write
- Description
  Required
- Keyword
- Category
- Post URL Only
- URL
- MIME Type
- Contact E-mail
- Private
- Advice
Action
Write
- Notes
  Required
- Memo Date
- Keywords
- Contact E-mail
  Required
Action
Write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Select a Report
  Required
Trigger
Polling
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search

About SmartOffice

SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.

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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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