Smartsheet + Salesforce + Google Drive Integrations
How to connect Smartsheet + Salesforce + Google Drive
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Smartsheet, Salesforce, and Google Drive. And don’t forget that you can add more apps and actions to create complex workflows.
Choose a SheetRequired
Select a Sheet to monitor for updated rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChoose a SheetRequired
Select a Sheet to monitor for new rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace NameRequired
Enter workspace name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Select a sheet to add a row to.
RowRequired
Select row to add discussion.
TitleRequired
Enter discussion title.
CommentRequired
Enter discussion comments.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source FolderRequired
Select source Folder.
Destination FolderRequired
Select destination folder.
New Folder NameRequired
New folder name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Select workspace to be copy.
New NameRequired
New workspace name.
What to Include?
Choose elements to copy, Select "All" for copying all data.
Skip Remap
Choose references to NOT re-map for the newly created workspace.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
Select your Workspace.
Sheet to CopyRequired
Select the sheet to copy.
Copy Cells?Required
Copy the cells from the source sheet?
Copy Attachments?Required
Copy the attachments from the source sheet?
Copy Discussions?Required
Copy the discussions from the source sheet?
Sheet NameRequired
The name of the new sheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Row IDRequired
Provide a row ID. When paired with Smartsheet's "Updated Row" trigger, this is the "Original ID" field.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Select a sheet to send.
Email Address(es)Required
Email addresses of recipient(s). If more than one, must be a comma-separated list.
FormatRequired
Select file format for the attachment.
Email Subject
Leave blank for default.
Message
Personal message. Leave blank for default.
CC Me?
Paper Size
Choose paper size.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a WorkspaceRequired
Select which workspace you would like to share.
Email Address(es) to Share ToRequired
Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
Access LevelRequired
Notify via Email?Required
Email Subject
Leave blank for default.
Message
Personal message. Leave blank for default.
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
Salesforce ObjectRequired
Pick which type of object you want to watch for changes on.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ContactRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
LeadRequired
If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Creates a new lead in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to search for.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Pick which type of object you want to search for.
WHERE ClauseRequired
Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFileRequired
File to Copy
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we name the new copy as "Copy of {original file name}".
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File NameRequired
File ContentRequired
Use plain text.
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
File IdRequired
Sharing PreferenceRequired
This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
Organization Domain
Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example:
yourcompany.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Choose a SheetRequired
Select a Sheet to monitor for new rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChoose a SheetRequired
Select a Sheet to monitor for new rows.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSheetRequired
RowRequired
File AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Select a sheet to add a row to.
Add Row to Top or Bottom
Select whether to add the row to top or bottom of the sheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Select source sheet.
Choose a Destination SheetRequired
Select destination sheet.
Choose RowRequired
Select row to be copy.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose Source SheetRequired
Select source sheet.
Choose a Destination SheetRequired
Select destination sheet.
Choose RowRequired
Select row to be moved.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DestinationRequired
Select your personal Sheets folder or a Workspace.
TemplateRequired
Select a template to use.
Copy Cells?Required
Copy the cells from the template?
Copy Attachments?Required
Copy the attachments from the template?
Copy Discussions?Required
Copy the discussions from the template?
Sheet NameRequired
The name of the new sheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Select a sheet to send.
Email Address(es)Required
Email addresses of recipient(s). If more than one, must be a comma-separated list.
Choose RowRequired
Select row to be sent.
Email Subject
Leave blank for default.
Message
Personal message. Leave blank for default.
CC Me?
Include Attachments ?
Do you want to include attachments?
Include Discussions ?
Do you want to include discussions?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Choose a SheetRequired
Select which sheet you would like to share.
Email Address(es) to Share ToRequired
Email addresses of person(s) to share to. If more than one, must be a comma-separated list.
Access LevelRequired
Notify via Email?Required
Email Subject
Leave blank for default.
Message
Personal message. Leave blank for default.
CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Smartsheet are located here https://smartsheet-platform.github.io/api-docs/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectsRequired
Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to LinkRequired
FileRequired
The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
VisibilityRequired
Specifies whether this file is available to all users, internal users, or shared users.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Description
Is Private
Defaults to false if left blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Record to UpdateRequired
Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
Search Results
Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Search ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Include Deleted
Should this trigger also on files that are deleted?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to Move
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
FolderRequired
Destination folder to move into. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
File to ReplaceRequired
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to create a shortcut to
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Destination folder for shortcut. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
ActionThis is an event a Zap performs.SearchFind existing data in your appFile NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Smartsheet + Salesforce + Google Drive Integrations Work
- Step 1: Authenticate Smartsheet, Salesforce, and Google Drive.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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