Smartsheet + ConvertFlow Integrations

How to connect Smartsheet + ConvertFlow

Zapier lets you send info between Smartsheet and ConvertFlow automatically—no code required.

When this happens...

New Attachment

Triggers when a new attachment is added to a row.

automatically do this!

Add a Tag

Adds a tag to an existing contact. A new contact will be created if no contact matching given email address is present in ConvertFlow.

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
ConvertFlow
Triggers when a CTA has a form or survey element submitted.
Instant
Trigger
ConvertFlow
Triggers when a specific CTA has a form or survey element submitted.
Instant
Trigger
ConvertFlow
Triggers when a new contact is created.
Instant
Trigger
ConvertFlow
Triggers when a tag is added to a contact.
Instant
Trigger
ConvertFlow
Triggers when a tag is removed from a contact.
Instant
Trigger
ConvertFlow
Creates or updates a contact record in ConvertFlow.
Scheduled
Action
ConvertFlow
Adds a tag to an existing contact. A new contact will be created if no contact matching given email address is present in ConvertFlow.
Scheduled
Action
ConvertFlow
Removes a tag from an existing contact.
Scheduled
Action

How Smartsheet + ConvertFlow Integrations Work

Step 1: Authenticate Smartsheet + ConvertFlow.
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 + ConvertFlow

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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About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.

Learn More

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Forms & Surveys

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