Smartsheet + Spiro
Add new Spiro custom entities to Smartsheet as rows
Streamline your data management process with this efficient workflow. When a new custom entity arises in Spiro, this automation will instantly add a row to your specified sheet in Smartsheet. By eliminating manual data transfer, you can ensure accuracy, save time, and focus on more strategic tasks.
Streamline your data management process with this efficient workflow. When a new custom entity arises in Spiro, this automation will instantly add a row to your specified sheet in Smartsheet. By eliminating manual data transfer, you can ensure accuracy, save time, and focus on more strategic tasks.
- When this happens...
New Custom EntityTriggers when new custom entity created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add Row to SheetAdd a row to a sheet.
ActionWriteCreate a new record or update an existing record in your app.
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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 User
Triggers 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 appCompany IDRequired
Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Contact Email
Interaction type
Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom 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 appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField 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 foundField 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 Row
Triggers 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 appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom 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 appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField 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 foundField 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 foundGet 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 planWorkspace 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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