Smartsheet

Smartsheet Integrations

  • Send messages in Slack for new Smartsheet rows

    For certain important spreadsheets, instant notification of new data can be essential. Stay up to date by using this Zapier integration to send a message in Slack whenever a row is added to a Smartsheet spreadsheet. That way, you can get a private message in your Slackbot, or inform your whole team in a public channel, without copying and pasting any data manually from your spreadsheet.

    How It Works

    1. A new row is added to a Smartsheet spreadsheet
    2. Zapier sends a message in Slack

    What You Need

    • Smartsheet account
    • Slack account
  • Create Trello cards for new Smartsheet rows

    Using a spreadsheet to list tasks you need to complete, or project ideas you'd like to revisit? Use this Zapier integration to automatically turn Smartsheet spreadsheet rows into new cards on Trello so you can get down to business without wasting time on busywork.

    How It Works

    1. A new row is added to a Smartsheet spreadsheet
    2. Zapier adds a card to a Trello board

    What You Need

    • Smartsheet account
    • Trello account
  • Create Trello cards for updated Smartsheet rows

    Spreadsheets can be a great place to brainstorm on projects, but you'll likely want to store those projects in another app when it's time to get to work. Use this Zapier integration to automatically turn updated Smartsheet spreadsheet rows into new cards on Trello so you can get down to business without wasting time on busywork.

    How It Works

    1. A row in a Smartsheet spreadsheet is updated
    2. Zapier adds a card to a Trello board

    What You Need

    • Smartsheet account
    • Trello account
  • Get email notifications for new rows in a Smartsheet spreadsheet

    Using emails to inform your team about new data that's added to your Smartsheet spreadsheet? Zapier can automate that for you. Use this Zapier automation to send an email automatically whenever a new row is added to a Smartsheet spreadsheet. It can copy the row data, and email it to any contact you add to this integration.

    How It Works

    1. A row is added to a Smartsheet spreadsheet
    2. Zapier sends an email to designated recipients

    What You Need

    • Smartsheet account
  • Create Asana tasks for new Smartsheet rows

    Spreadsheet data can often represent tasks you need to complete or information you need to remember. Use this Zapier integration to automatically create tasks in Asana when new rows are added to a Smartsheet spreadsheet.

    How It Works

    1. A row is added to a Smartsheet spreadsheet
    2. Zapier creates a task in Asana

    What You Need

    • Smartsheet account
    • Asana account
  • Add new Smartsheet rows for updated rows elsewhere in Smartsheet

    Sometimes different spreadsheets need to share data. Use this Zapier integration to automatically add a row to a Smartsheet spreadsheet - in the same account or a different one - whenever a row is updated in another Smartsheet spreadsheet.

    How It Works

    1. A row is updated in one Smartsheet spreadsheet
    2. Zapier adds a row to another Smartsheet spreadsheet

    What You Need

    • Spreadsheet account
  • Send emails for updated Smartsheet rows

    Want an email notification whenever your Smartsheet spreadsheet's rows are updated? Zapier can help you out. It can watch your spreadsheet for updates, then copy the data you choose and send an email whenever a row is updated in your Smartsheet spreadsheet.

    How It Works

    1. A row in a Smartsheet spreadsheet is updated
    2. Zapier sends an email to designated recipients

    What You Need

    • Smartsheet account
  • Add Smartsheet rows for new emails in Gmail

    If you want to keep track of, say, new orders for your small business or contact information from a mailing list, manually entering information into a spreadsheet can be a drag. Instead, use this Zapier integration to automatically add a row to a Smartsheet spreadsheet when you get a new email in Gmail. You can even filter the emails so you only add the ones you want.

    How It Works

    1. An email is sent to Gmail
    2. Zapier adds a new row to a Smartsheet spreadsheet

    What You Need

    • Gmail account
    • Smartsheet account
  • Add Google Sheets rows for new Smartsheet rows

    If you need to share spreadsheet information with people using different services, or want to have a separate spreadsheet with only certain information, copying that information manually can be a hassle. Use this Zapier integration to add a row to a Google Drive spreadsheet whenever a new row is added to a Smartsheet spreadsheet. That way, you'll be able to be able to work on your data in either spreadsheet app.

    How It Works

    1. A new row is added to a Smartsheet spreadsheet
    2. Zapier adds a row to a Google Drive spreadsheet

    What You Need

    • Smartsheet account
    • Google Drive account
  • Save email messages into a Smartsheet spreadsheet

    Record new email messages for your projects directly in your management tool with this integration. Once set up, every time a new inbound email message is received at your Zapier email address, Zapier will add a new row in Smatsheet. It's the perfect way to keep a log of your communications.

    How It Works

    1. A new inbound message is received
    2. Zapier adds a new row in Smartsheet

    What You Need

    • Email by Zapier account
    • Smartsheet account
  • Save new form submissions from Gravity Forms as rows in a Smartsheet spreadsheet

    Forms can contain a lot of information, and spreadsheets can be a great way to store all of that information—but transferring the data manually takes time. Use this Zapier integration to automatically add a row to a Smartsheet spreadsheet whenever a new form is submitted via Gravity Forms. You'll be able to keep up with all of the data that's entered in your form, without every having to copy data from Gravity Forms into your Smartsheet spreadsheet manually.

    How It Works

    1. A new form is submitted via Gravity Forms
    2. Zapier adds a row to a Smartsheet spreadsheet

    What You Need

    • Gravity Forms account
    • Smartsheet account
  • Log new JotForm submissions as Smartsheet rows

    Spreadsheets are a great way to store information submitted in forms, but manually transferring that data can be a pain. Use this Zapier integration to automatically add new JotForm submissions as Smartsheet rows.

    How It Works

    1. A new form is submitted via JotForm
    2. Zapier adds a row to a Smartsheet spreadsheet

    What You Need

    • JotForm account
    • Smartsheet account
  • Save new or moved Trello cards to a Smartsheet sheet

    If you want an easy way to have a list of all your Trello cards, even after they've been archived, spreadsheets are the way to go - but manually transferring the information can be a hassle. Use this Zapier integration to automatically add rows to a Smartsheet spreadsheet when cards are created in Trello.

    How It Works

    1. A new card is created in Trello
    2. Zapier adds a row to a Smartsheet spreadsheet

    What You Need

    • Trello account
    • Smartsheet account
  • Send information from one Smartsheet to another

    Need to automatically move data between two different sheets in Smartsheet? Or even between two different Smartsheet accounts entirely? With a little help from Zapier, you can do just that.

    How It Works

    1. You add information to one sheet in Smartsheet
    2. Zapier automatically sends that information to another sheet

    What You Need

    • Smartsheet account
  • Add new Wufoo form entries as new rows in Smartsheet

    Web forms are a great way to quickly gather information from others directly into a sheet. This Wufoo-Smartsheet Zapier integration is invaluable for teams often inundated with requests from other departments. Now they’re organized, processes are streamlined, and nothing falls through the cracks.

    How It Works

    1. A new form entry is added in Wufoo
    2. Zapier adds the contents of the entry as a new row to your tracking sheet in Smartsheet

    What You Need

    • Wufoo account - It also helps to have your form already created and to enter a test entry on that form
    • Smartsheet account
  • Add new JIRA issues to Smartsheet as new rows

    If your organisation uses JIRA to manage software development issues and Smartsheet for wider project management, you can use Zapier to automatically add those development issues to Smartsheet. After this integration is set up, new JIRA issues created from that point forward will automatically be saved as new rows in Smartsheet. You'll have a list of your issues in a spreadsheet where it's easy to share ideas with the rest of your team.

    Note: This Zapier integration doesn't import existing JIRA issues into Smartsheet, only new issues after you've set it up.

    How It Works

    1. A new issue is created in JIRA
    2. Zapier adds that issue to Smartsheet as a new row

    What You Need

    • A JIRA account
    • A Smartsheet account
  • Copy new Google Spreadsheet rows to a Smartsheet spreadsheet

    If you need to share spreadsheet information with people using different services or have a separate spreadsheet with only certain information, copying that information manually can be a hassle. Use this Zapier integration to add a row to a Smartsheet spreadsheet whenever a new row is added to a Google Sheets spreadsheet. You can then work with your data in the spreadsheet app that works best for you.

    How It Works

    1. A new row is added to a Google Sheets spreadsheet
    2. Zapier adds a row to a Smartsheet spreadsheet

    What You Need

    • Google Sheets account
    • Smartsheet account
  • Get SMS messages with updated Smartsheet rows

    You don't need to check your sheets every day—set up this Smartsheet-SMS integration and we'll let you know whenever there's a change. Every update to a row on your chosen Smartsheet will trigger this automation, sending you an SMS message with the contents so you know exactly what's changing, the moment it does.

    How It Works

    1. A Smartsheet row is updated
    2. Zapier automation sends you an SMS message

    What You Need

    • Smartsheet account
  • Log email messages to a Smartsheet spreadsheet

    Smartsheet can be used to logged whatever you need, including maintaining a record of incoming emails. With this automation, every time a new email message is received, Zapier will add a new row into Smartsheet. Now you'll have a list of emails that your team can reference and share throughout your projects.

    How It Works

    1. An inbound email message is received
    2. Zapier adds a new row in Smartsheet

    What You Need

    • Zapier account
    • Smartsheet account
  • Get Gmail messages when Smartsheet rows are updated

    Monitor your Smartsheet data for any changes when you start using this automation. Set it up, and every time a Smartsheet row is updated, Zapier will send a new Gmail message. Don't miss important changes ever again.

    How It Works

    1. A Smartsheet row is updated
    2. Zapier sends a new email via Gmail

    What You Need

    • Smartsheet account
    • Gmail account
  • Send emails with Gmail when new Smartsheet rows are added

    Want to send out automated emails based on information you add to a spreadsheet, or to send a notification whenever new data is added? Use this Zapier integration to automatically send an email via Gmail whenever a new row is added to a Smartsheet spreadsheet. It'll copy the data you choose from your spreadsheet, and then send it in an email to the contact you add to this Zap.

    How It Works

    1. A row is added to a Smartsheet spreadsheet
    2. Zapier sends an email via Gmail to designated recipients

    What You Need

    • Smartsheet account
    • Gmail account
  • Create Smartsheets from templates for new Asana projects

    Your time is best spent getting to work on those new projects, not setting them up like countless others before. Hand off that job to this Asana-Smartsheet integration to reclaim your time! It will trigger whenever you create a new project on Asana and set up a new Smartsheet in response, using the template you need to get started right away!

    How It Works

    1. A new project is created on Asana
    2. Zapier automatically creates a sheet from a template on Smartsheet

    What You Need

    • Asana account
    • Smartsheet account
  • Send Formstack entries to Smartsheet

    Keep a log of everything that's entered into your Formstack form without having to download an archive by letting Zapier automatically send everything from your form to a Smartsheet spreadsheet.

    How it Works

    Zapier will watch your Formstack form for new entries. Whenever anyone fills out your form, Zapier will copy the info and add it as a new row in your Smartsheet spreadsheet.

    What You Need

    • A Formstack form
    • A Smartsheet spreadsheet

    Got that? Then let's get started.

  • Create new rows on Smartsheet from new Facebook Lead Ads leads

    Now that those lead ads are working and people are expressing interest in your offering, it's time to start reaching out and developing relationships—not exporting/importing data. Set up this Facebook Lead Ads-Smartsheet integration and you won't ever have to: from then on, Zapier will automatically add a new row on Smartsheet with all the information from each new lead detected on Facebook.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation adds a new row on Smartsheet

    What You Need

    • Facebook Lead Ads account
    • Smartsheet account
  • Add new SurveyMonkey responses as new rows on Smartsheet

    You'll need that response data in many different forms as you work through it. Let us set things up so you can access every item easily. Once this Zap is active on your dashboard, we'll add a new row to any Smartsheet you want each new response that comes in from SurveyMonkey, guaranteeing you won't ever miss a thing.

    How this SurveyMonkey-Smartsheet integration works

    1. A new response is received on SurveyMonkey
    2. Zapier automatically adds a row to a Smartsheet

    Apps involved

    • SurveyMonkey
    • Smartsheet

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Smartsheet Integration Details

Launched on Zapier August 1, 2013

Whether you use Smartsheet to manage your sales pipeline or event schedules, increase your team's productivity and get more done by using Zapier to eliminate manual tasks. Use Zapier to connect Smartsheet to your email, web forms, or note-taking apps. In just a few clicks, you can set up integrations to automatically move new lead information into new rows, send an email when an attachment is added to a row, and so much more.

Here are some creative ways to use Smartsheet with Zapier:

  • Never miss a lead again. Add all new leads from Facebook Lead Ads as new rows in Smartsheet, so your team can quickly access the information they need to reach more customers.
  • Keep tabs on changes in Smartsheet without leaving your inbox. Send yourself a Gmail email when a row is updated.
  • Pass new comments in Smartsheet to Slack, and continue collaborating in your team channel.

Zapier combines Triggers (like "Updated Row") and Actions (like "Add Row to Sheet") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Smartsheet Triggers, Searches, and Actions are supported by Zapier:

Add Row to Sheet

Add a row to a sheet.

Send Sheet

Send a sheet via email (as PDF or Excel).

Share Sheet

Share a sheet.

Copy Workspace

Creates a copy of the specified Workspace.

Create Workspace

Creates a Workspace.

Copy Row

Copies row to another sheet.

Add Discussion to Row

Adds discussion to row.

New Sheet From Existing Sheet

Create a new sheet from an existing sheet.

Copy Folder

Copies folder to another destination.

New Row Update

Update an existing row with new values. Requires a row ID.

Send Row

Send a row via email.

Share Workspace

Share a workspace.

New Sheet From Template

Create a new sheet from a template.

Add Attachment to Row

Adds a file attachment to a row.

Move Row

Moves row to another sheet.

Updated Row

Triggers when a row is updated.

New Row

Triggers when a new row is added.

New Attachment

Triggers when a new attachment is added to a row.

New Comment

Triggers when a new comment is added.

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Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, and mobile technologies.