Smartsheet + Spiro
Smartsheet + Spiro
Smartsheet + Spiro integrations
Update rows in Smartsheet whenever opportunity sales stage changes in Spiro
Stay on top of your sales pipeline and improve productivity with this workflow. When an opportunity's sales stage changes in Spiro, a new row will be added directly to your Smartsheet. This not only enhances your team's collaboration, but it also ensures everyone is continually updated on the status of sales opportunities. Enhance your team's efficiency and maintain highly accurate records with this integrated solution.
- When this happens...
Opportunity Sales Stage ChangeTriggers when opportunity sales stage changes.TriggerInstant - automatically do this!
Add Row to SheetAdd a row to a sheet.ActionWrite
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More things you can do with Spiro and Smartsheet
Discover other triggers and actions you can use with Spiro and Smartsheet
- Spiro Users
- Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Company IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Support DeskRequired
- Spiro User
- SubjectRequired
- EmailRequired
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company Name
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
- Timezone
- Customer Status
- Tier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Quote Status
- Link To Document
- Most Recent Quote Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Order Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Subject
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
- Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- Contact Email
- Interaction type
- Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ListRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
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- Field to Search ByRequired
- Search ValueRequired
- Support DeskRequired
- Spiro User
- SubjectRequired
- EmailRequired
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
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
Updated RowTriggers when cells in a row are updated or created (based on your settings).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SheetRequired
- 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
- Add Row to Top or Bottom
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SheetRequired
- ColumnRequired
- Parent Row
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Row IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Sheet IDRequired
- QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Spiro Users
- Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Entity TypeRequired
- Trigger AttributeRequired
- Trigger ValueRequired
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Field Name
- Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Entity NameRequired
- Field Name
- Field Value
- Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity IDRequired
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Spiro User
- SubjectRequired
- Contact ID
- Ticket ID
- EmailRequired
- TypeRequired
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Users to Mention
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Email
- Company Name
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- EmailRequired
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Reminder DateRequired
- ReminderRequired
- Opportunity IdRequired
- Spiro User
- Remind Me
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ticket IDRequired
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Resource IdRequired
- FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Full Name
- Email
- Phone
- Mobile Phone
- Title
- Description
- Owner
- Campaigns
- External Id
- Company Id
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
- Forecast Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Reminder
- Reminder Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Entity (Section)Required
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ListRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
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- Field to Search ByRequired
- Search ValueRequired
- Company NameRequired
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
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- Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Workspace NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sheet IDRequired
- Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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