Projectworks + Smartsheet

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Streamline your project management tasks by connecting Projectworks with Smartsheet. With this effective workflow, new projects created in Projectworks are added directly to Smartsheet. Experience efficient management as the need for manual data input is lessened and smoother coordination between your management and operational processes is realized.

When this happens...
Get Projects
Triggers when a user requests a list of projects.
TriggerPolling
automatically do this!
Add Row to Sheet
Add a row to a sheet.
ActionWrite

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Supported triggers and actions

- projectID
Trigger
Polling
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Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
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Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
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- moduleID
Trigger
Polling
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Get Users
Triggers when a user requests a list of users.
Trigger
Polling
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- UserIDRequired
- TaskIDRequired
- Hours
- IsActiveRequired
Action
Write
- ClientNameRequired
- AccountManagerIDRequired
- OfficeIDRequired
- ExternalReference
- IsActive
- CurrencyIDRequired
Action
Write

- ProjectNameRequired
- OfficeIDRequired
- ClientIDRequired
- ProjectTypeIDRequired
- ProjectStatusIDRequired
- CurrencyIDRequired
- ProjectManagerIDRequired
- AccountManagerIDRequired
- TaskSelfServiceModeIDRequired
- ExternalReference
Action
Write
- UserIDRequired
- TaskIDRequired
- DateRequired
- MinutesRequired
- Comment
Action
Write
- moduleIDRequired
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityIDRequired
- EntityTypeIDRequired
- FieldIDRequired
- ValueRequired
Action
Write
- taskIDRequired
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeIDRequired
- labelRequired
Action
Search
- externalReferenceRequired
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search
- Choose a SheetRequired
Trigger
Polling
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- Choose a SheetRequired
Trigger
Polling
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Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
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- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search

Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
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Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
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- clientID
Trigger
Polling
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- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
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- StatusIDRequired
Trigger
Polling
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- ProjectIDRequired
- ModuleNameRequired
- BudgetRequired
- IsServicesRequired
- GLCodeIDRequired
- IsActive
- ExternalReference
Action
Write
- UserIDRequired
- StatusIDRequired
- DateRequired
- TypeIDRequired
- HoursRequired
Action
Write
- moduleIDRequired
- TaskNameRequired
- TaskTypeIDRequired
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectIDRequired
- DateRequired
- ResourceTypeIDRequired
- UserIDRequired
- IsPenciledRequired
- HoursRequired
- Comment
- ModeIDRequired
Action
Write
- clientIDRequired
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectIDRequired
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- IDRequired
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReferenceRequired
Action
Search
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
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- Choose a SheetRequired
Trigger
Polling
Try It
- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
Action
Search

About Projectworks

Projectworks is a professional services software that grows your business with tools for time tracking, reporting, forecasting, and more.

Related categories

Project Management

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

Spreadsheets

Projectworks + Smartsheet

Instantly add new Projectworks projects to a Smartsheet by creating a row for each in real time

Get Budgets

Get Custom Fields

Get Offices

Get Timecodes

Get Users

Assign Timecode

Create Company

Create Project

Create Timesheet Entry

Update Budget

Update CustomFieldValue

Update Timecode

Find ClientID

Find CustomFieldID

Find ModuleID

Find ProjectID

Find UserID

New Attachment

New Row

Updated Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Export Column

Create Sheet From Existing Sheet

Update Row

Send Sheet

Share Workspace

Find sheet Row (Legacy)

Find Sheet Row

Get Clients

Get Leave Statuses

Get Projects

Get Timesheet Entries

New Leave Request

Create Budget

Create Leave

Create Timecode

Set Resourcing

Update Company

Update Project

Update Timesheet Entry

Find CurrencyID

Find GLCode ID

Find OfficeID

Find TaskID

Get Reports

New Comment

New or Updated Report Row

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

Move Row

Create Sheet From Template

Send Row

Share Sheet

API Request (Beta)

Find Attachment

About Projectworks

Related categories

About Smartsheet

Related categories

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