Connect Microsoft SharePoint and Smartsheet to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft SharePoint to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft SharePoint 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 File in Folder" from Microsoft SharePoint.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Microsoft SharePoint 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.
- Site
- FolderRequired
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- FolderRequired
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- FolderRequired
Try ItTriggerPolling- SiteRequired
- ListRequired
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- Site
- ListRequired
Try ItTriggerPolling- Site
- Folder
Try ItTriggerPolling- Info
- Site
- FilterRequired
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Practical ways you can use Microsoft SharePoint and Smartsheet
Monitor new leads or opportunities.
When a new list item is added in Microsoft SharePoint, Zapier will create a new row in Smartsheet. This helps business owners track leads, opportunities, or any other key data in real-time without manual entry, ensuring better organization and faster decision-making.
Business Owner
Track new project files.
When a new list is created in Microsoft SharePoint, Zapier will automatically create a new row in a Smartsheet sheet. This allows engineers to seamlessly track new project resources or tasks, streamlining collaboration and ensuring no critical details are overlooked.
Engineering
Sync file changes to project sheets.
When a file is uploaded or updated in Microsoft SharePoint, Zapier will automatically add a new row or update an existing row in a Smartsheet project sheet. This ensures that team members always have up-to-date information about the latest changes, reducing errors and delays in communication.
ITLearn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about Microsoft SharePoint + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft SharePoint and Smartsheet
How can I start a workflow in Smartsheet when a new file is added in SharePoint?
We support triggers that listen for new files in SharePoint. You can set up a trigger so that every time a new file is added to your SharePoint folder, an action is initiated to start a defined workflow in Smartsheet.
Can I update a SharePoint list when a row is modified in Smartsheet?
Yes, our integration allows you to set up an action to update items in a SharePoint list whenever a row is modified in Smartsheet. This ensures your data remains consistent across both platforms.
Is it possible to create documents in SharePoint from new rows added in Smartsheet?
Absolutely. By using our integration, you can automate the creation of documents or files within SharePoint whenever new rows are added to your Smartsheet, making data transfer seamless.
How do I handle permissions for actions taken via the integration?
Permissions are managed according to the respective platform's security settings. Ensure that both your Smartsheet and SharePoint accounts have the necessary permissions for creating or updating items as required by your specific automated actions.
Can alerts be sent out if an error occurs during the automation between Microsoft SharePoint and Smartsheet?
Yes, alerts can be configured so that notifications are sent out whenever there's an error within the automation process, providing transparency and immediate awareness for troubleshooting purposes.
Do changes made via the integration show up real-time?
While some updates may appear almost instantaneously, there might occasionally be slight delays due to server communication times between Microsoft SharePoint and Smartsheet. We strive for near real-time updates wherever technically feasible.
What happens if my credentials expire for one of the integrations?
If credentials expire or get revoked, automated tasks will not perform successfully until reauthorization is complete. It's crucial to maintain active credentials to prevent disruptions in your automations.
