How to connect Smartsheet + ConnectWise Manage
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- Updated RowTriggers when a row is updated.Trigger
- New AttachmentTriggers when a new attachment is added to a row.Trigger
- New CommentTriggers when a new comment is added.Trigger
- New RowTriggers when a new row is added.Trigger
- Create WorkspaceCreates a Workspace.Action
- Add Attachment to RowAdds a file attachment to a row.Action
- Add Discussion to RowAdds discussion to row.Action
- Add Row to SheetAdd a row to a sheet.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
- ConnectWise Manage
Triggers when a contact is created or updated.
Instant
Trigger
- ConnectWise Manage
Triggers when a project is created or updated.
Instant
Trigger
- ConnectWise Manage
Triggers when a service ticket is created and/or updated.
Instant
Trigger
- ConnectWise Manage
Triggers when a new territory is created.
Scheduled
Trigger
- ConnectWise Manage
Creates a new company.
Scheduled
Action
- ConnectWise Manage
Creates a new contact.
Scheduled
Action
- ConnectWise Manage
Creates a new service desk or project ticket.
Scheduled
Action
- ConnectWise Manage
Create a service note or ticket note.
Scheduled
Action
- ConnectWise Manage
Updates an existing company.
Scheduled
Action
- ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
- ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Scheduled
Action
How Smartsheet + ConnectWise Manage Integrations Work
- Step 1: Authenticate Smartsheet and ConnectWise Manage.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.
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