9 New Ways to Automate Smartsheet: Copy and Move Rows, Create Workspaces, and More

Carlin Sack
Carlin Sack / June 16, 2016

A dynamic spreadsheet tool, Smartsheet makes team collaboration around projects easy. Plugging Smartsheet into Zapier simplifies your team's workflows even more. Automate the repetitive tasks in your Smartsheet workflows with Zaps like these:

Now you can do even more with Smartsheet and Zapier, thanks to updates recently made to the integration. You can kick off Zaps whenever new attachments or comments are created in Smartsheet. Plus, Zaps can now automatically perform more actions in Smartsheet. Check out what's new below.

New ways to kick off Smartsheet Zaps

There are two new Smartsheet Triggers available for Zaps: "New Attachment" and "New Comment." That means you can kick off automated workflows whenever new attachments or new comments are created in Smartsheet rows.

Zaps like these will help you stay on top of what's happening in Smartsheet and also eliminate manual data transfer between apps.


Automatically copy Smartsheet records with Zapier, and more

Zapier can now do more automatically in Smartsheet including:

  • Copying folders
  • Sending, moving, and copying rows
  • Creating and copying workspaces
  • Adding discussions to rows

This means that you can automate even more tasks in Smartsheet, so you focus on bigger-picture items. Any Smartsheet workflow you imagine, you can automate with Zapier.

Here are just a few examples to get you started:



How to use this integration

  1. Sign up for a Smartsheet account, and also make sure you have a Zapier account.
  2. Connect your Smartsheet account to Zapier.
  3. Check out pre-made Smartsheet integrations.
  4. Or create your own from scratch in the Zap Editor.