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Smartsheet Integration

Smartsheet is a cloud-based project management and collaboration platform that helps businesses manage their projects, tasks, and workflows. Its purpose is to provide a flexible and intuitive solution for managing work processes and collaborating with team members. Smartsheet offers various automation features, such as automated workflows, task reminders, and data integrations, which help users automate repetitive tasks and streamline their workflows. This automation is particularly valuable for professionals in various job roles, including project managers, HR professionals, and customer support teams, as it automates tasks like task allocation, approval processes, and task follow-ups, ultimately enhancing efficiency and reducing manual efforts. With Smartsheet's automation capabilities, users can easily design and automate their workflows, allowing them to focus on higher-level tasks and make data-driven decisions for better business outcomes.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Row Added

Triggers when a new row added to specified sheet.

Actions

Action components allow you to perform operations on the app.

Add Row

Add row in specified sheet. See the docs for more information.

Create Sheet

Create sheet in specified location. See the docs for more information.

Delete Rows

Delete Rows in a sheet. See the docs for more information.

Get Report

Get report in Smartsheet. See the docs for more information.

Get Rows

Get Rows in sheet. See the docs for more information.


How to Integrate Smartsheet?

For Smartsheet integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Smartsheet.
  5. Drag and drop the Smartsheet component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Smartsheet account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!