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Set up your first integration
Quickly connect OneNote to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate OneNote with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Note in Section" from OneNote.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects OneNote and Smartsheet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- NotebookRequired
- SectionRequired
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- Image URLRequired
ActionWrite- NotebookRequired
- SectionRequired
- TitleRequired
- Content Type
- ContentRequired
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- NotebookRequired
- SectionRequired
- Page/NoteRequired
- Content Type
- ContentRequired
ActionWrite- TitleRequired
- Content Type
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ActionWrite- URL LinkRequired
ActionWrite- Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerPolling
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Practical ways you can use OneNote and Smartsheet
Track new notes in Smartsheet.
When a new note is created in a specific OneNote section, Zapier can automatically add a new row in a Smartsheet document. This helps business owners keep track of brainstorming sessions, meeting notes, or project ideas directly in a shared and organized workspace without manual entry.
Business OwnerLog brainstorming ideas into Smartsheet.
When a new note is created in a specific section of OneNote, Zapier automatically logs it as a new row in a Smartsheet document. This simplifies keeping track of campaign ideas or marketing plans, helping teams stay organized and spend more time executing instead of transferring data.
Marketing & Marketing OpsLearn how to automate OneNote on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about OneNote + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OneNote and Smartsheet
What are the basic steps to integrate OneNote with Smartsheet?
To integrate OneNote with Smartsheet, you need to set up automated workflows using our platform. Typically, you will choose a trigger from OneNote, such as a new note creation or updating an existing note, and pair it with an action in Smartsheet like adding a new row or updating a cell. You can select the trigger and action that fit your workflow needs.
Can I automatically create tasks in Smartsheet from OneNote?
Yes, you can create tasks in Smartsheet automatically whenever you create or modify notes in OneNote. By setting up a trigger for new notes in OneNote, you can configure an action to add a task or row in your chosen Smartsheet project.
Is it possible to update existing entries in Smartsheet using information from OneNote?
Absolutely! You can set a trigger for note updates in OneNote that initiates an action to update corresponding entries in Smartsheet. This helps keep your project details synchronized across both platforms.
How do we handle authentication between OneNote and Smartsheet?
We manage connections securely by requiring authentication for both OneNote and Smartsheet accounts through our platform. You'll need to sign into both services when setting up your integration, and we'll securely store the credentials.
Are there any limits on the number of triggers or actions I can set up between OneNote and Smartsheet?
The number of triggers or actions you set up depends on your plan with us. Some plans offer unlimited integrations while others have caps. Check your account details for specific limitations.
Can I synchronize attachments between notes in OneNote and rows in Smartsheet?
Yes, synchronizing attachments is possible by setting up triggers that handle files when they are attached to notes in OneNote. These can be then added as file uploads to corresponding rows in Smartsheet during the automation process.
Will changes made directly in Smartsheet reflect back into my notes on OneNote?
Currently, the integration primarily supports triggers initiated from changes within OneNote rather than bidirectional syncing. Therefore, changes made directly within Smartsheet will not automatically reflect back into your notes on OneNote without additional configuration.
