Smartsheet + ConnectWise Manage Integrations

How to connect Smartsheet + ConnectWise Manage

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Supported triggers and actions

What does this mean?

Updated Row
Triggers when a row is updated.
Trigger
Scheduled
New Attachment
Triggers when a new attachment is added to a row.
Trigger
Scheduled
New Comment
Triggers when a new comment is added.
Trigger
Scheduled
New Row
Triggers when a new row is added.
Trigger
Scheduled
Create Workspace
Creates a Workspace.
Action
Write
Add Attachment to Row
Adds a file attachment to a row.
Action
Write
Add Discussion to Row
Adds discussion to row.
Action
Write
Add Row to Sheet
Add a row to a sheet.
Action
Write
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.

Connect apps

Connect Smartsheet + ConnectWise Manage

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.