smartsheet

Smartsheet

Common Questions

Smartsheet is an online project and task management app with advanced collaboration features. It lets you create and manage sheets, reports and workspaces for your organization. 

smartsheet

Triggers

  • New Row

    Triggers when a new row is added to the specified sheet

  • Update Row

    Triggers when an existing row is updated in the specified sheet

  • New Comment

    Triggers when a new comment is added to the specified sheet

  • New Attachment

    Triggers when a new attachment is added to the specified sheet

smartsheet

Actions

  • Add Columns

    Add new columns in the specified sheet

  • Add Rows

    Add new rows in the specified sheet

  • Attach File to Row

    Add the specified file to the specified row

  • Copy Workspace

    Create a copy of the specified workspace

  • Create Sheet

    Create a new sheet at the specified location

  • Create Workspace

    Create a new workspace

  • Delete Row

    Delete the specified row

  • Delete Sheet

    Delete the specified sheet

  • Get Report Publish Status

    Retrieve the publish status of the specified report

  • Get Row

    Retrieve the specified row from the specified sheet

  • Get Sheet Details

    Retrieve the details of the specified sheet

  • List Groups

    Retrieve some or all groups

  • List Reports

    Retrieve some or all reports

  • List Sheets

    Retrieve some or all sheets

  • List Workspaces

    Retrieve some or all workspaces

  • Send Sheet via Email

    Send the specified sheet to the specified recipient via email

  • Set Report Publish Status

    Set a publish status for the specified report

  • Share Sheet

    Share the specified sheet with the specified recipients via email

  • Update Rows

    Update the values for the specified rows

Common Questions

To use Smartsheet in your flow, you will first need to connect Smartsheet to Built.io Flow Enterprise. 

To do this, drag any Smartsheet action listed under Smartsheet service on the canvas and click on ‘Add New’ option listed under ‘Authorize Smartsheet’ field in the configuration window. You will be prompted to allow Built.io Flow Enterprise certain permissions. Click on 'Allow' to continue. 

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Next, you will be prompted to authorize Built.io Flow Enterprise to access your Smartsheet account resources. 

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Click on 'Authorize'. You will be redirected to canvas. 

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Rename the authorization as per your choice and click on ‘Add’ link. You can now see the added authorization under ‘Authorize Smartsheet’ field. Once added, this authorization will be available in all Smartsheet actions and triggers.