Smartsheet + ConvertFlow Integrations
How to connect Smartsheet + ConvertFlow
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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
- 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 and 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.
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