ActiveCollab and Smartsheet Resource Management Integration

ActiveCollab icon
Smartsheet Resource Management icon
ActiveCollab
Smartsheet Resource Management

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep ActiveCollab and Smartsheet Resource Management in sync by integrating their events and actions. When project management events happen in ActiveCollab, update the Smartsheet Resource Management automatically - without any line of code in visual workflow builder.

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Learn about ActiveCollab and Smartsheet Resource Management

Detailed info you need to know about ActiveCollab and Smartsheet Resource Management integrations in WEXTL. Explore which modules apps support and how you connect them.

ActiveCollab

ActiveCollab icon

Project Management5 triggers14 searches23 actionsProject management for tasks, collaboration, and team workloads. [5]

Smartsheet Resource Management

Smartsheet Resource Management icon

Project Management15 triggers29 searches40 actionsPlan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. [6]

How to connect ActiveCollab to Smartsheet Resource Management

Set up your ActiveCollab and Smartsheet Resource Management integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between ActiveCollab and Smartsheet Resource Management work in WEXTL?

WEXTL exposes actions and triggers for ActiveCollab and Smartsheet Resource Management that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

ActiveCollab triggersSmartsheet Resource Management actions

ActiveCollab modules
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    Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
  • ActiveCollab icon
    Archive a UserArchives a user in the system.
  • ActiveCollab icon
    Cancel an InvoiceCancels an existing invoice in the system.
  • ActiveCollab icon
    Create a CompanyCreates a new company record.
  • ActiveCollab icon
    Create a PaymentCreates a payment in the system.
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    Create a ProjectCreates a new project in the specified service.
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    Create a UserCreates a new user in the system.
  • ActiveCollab icon
    Create an InvoiceCreates an invoice in the system.
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    Delete a PaymentDeletes a payment from the system.
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    Delete a UserDeletes a user from the database.
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    Delete an InvoiceDeletes a specific invoice from the service.
  • ActiveCollab icon
    Duplicate an InvoiceDuplicates an existing invoice within the system.
  • ActiveCollab icon
    Export an InvoiceExports an invoice in PDF format.
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    Export Invoice ReportExports an invoice report to the specified format or location.
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    Get a CompanyRetrieves details of a specific company.
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    Get a ProjectRetrieves information about a specific project.
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    Get a UserRetrieves a user from the service by user ID.
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    Get an InvoiceRetrieves the details of a specific invoice from the service.
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    Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
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    List Archived InvoicesRetrieves a list of archived invoices.
  • ActiveCollab icon
    List CompaniesRetrieves a list of all companies.
  • ActiveCollab icon
    List CompaniesRetrieves a list of companies from the service.
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    List Company InvoicesRetrieves a list of invoices for a company.
  • ActiveCollab icon
    List InvoicesRetrieves a list of invoices from the service.
  • ActiveCollab icon
    List PaymentsRetrieves a list of payments.
  • ActiveCollab icon
    List ProjectsRetrieves a list of projects.
  • ActiveCollab icon
    List UsersRetrieves a list of all users.
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    List UsersRetrieves a list of users from the service.
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    Make an API CallMakes an arbitrary API call.
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    Remove a Client from a ProjectRemoves a specified client from an existing project.
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    Run Invoice ReportGenerates an invoice report based on the specified criteria.
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    Send an InvoiceSends an invoice to a specified recipient.
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    Trash a CompanyDeletes a company record from the database.
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    Update a PaymentUpdates a payment with the specified details.
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    Update a ProjectUpdates a project with new details or changes in the service.
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    Update a UserUpdates a user's profile information.
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    Update an InvoiceUpdates an invoice with new details or information.
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    Watch CompaniesTriggers when a new company is added or an existing company is updated.
  • ActiveCollab icon
    Watch InvoicesTriggers when an invoice is created or updated.
  • ActiveCollab icon
    Watch PaymentsTriggers when a payment is made or updated.
  • ActiveCollab icon
    Watch ProjectsTriggers when a new project is created or updated.
  • ActiveCollab icon
    Watch UsersTriggers when a user event occurs.
Smartsheet Resource Management modules
  • Smartsheet Resource Management icon
    Create a Budget ItemAdd a budget item to the specified project or phase.
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    Create a Custom FieldCreate a new custom field on the account.
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    Create a ProjectCreate a new Resource Management project.
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    Create a Project AssignmentAssign a user to a specific project.
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    Create a Project PhaseAdd a new phase to an existing project.
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    Create a Project Time EntryLog a new time entry against a project.
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    Create a UserAdd a new user to the Resource Management account.
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    Create a User AssignmentAssign a user to an assignable.
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    Create a User Time EntryLog a new time entry for a specific user.
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    Create an ApprovalSubmit a new time-entry or expense approval record.
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    Create an AssignmentCreate a new assignment on an assignable.
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    Create an AvailabilityAdd a new availability time block to a user's profile.
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    Create API TokenIssue an additional API token for the organization.
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    Delete a Budget ItemRemove the matching project or phase budget item.
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    Delete a Custom FieldRemove the custom field that matches the given id.
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    Delete a ProjectRemove the matching project.
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    Delete a Project AssignmentRemove the matching project assignment.
  • Smartsheet Resource Management icon
    Delete a Project PhaseRemove the matching project phase.
  • Smartsheet Resource Management icon
    Delete a UserRemove the matching user from the account.
  • Smartsheet Resource Management icon
    Delete a User AssignmentRemove the matching user assignment.
  • Smartsheet Resource Management icon
    Delete a User Time EntryRemove an existing user time entry.
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    Delete an ApprovalDelete a pending approval record.
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    Delete an AssignmentRemove the assignment that matches the given id.
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    Delete an AvailabilityRemove an availability block from a user's profile.
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    Delete API TokenRevoke the specified API token.
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    Get a Budget ItemReturn the matching project or phase budget item.
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    Get a Custom FieldReturn the custom field that matches the given id.
  • Smartsheet Resource Management icon
    Get a ProjectReturn the matching project or phase by id.
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    Get a Project AssignmentReturn the matching project assignment.
  • Smartsheet Resource Management icon
    Get a Project Time EntryReturn a single time entry for a project by id.
  • Smartsheet Resource Management icon
    Get a Time EntryReturn a single time entry by id.
  • Smartsheet Resource Management icon
    Get a UserReturn the user that matches the given id.
  • Smartsheet Resource Management icon
    Get a User AssignmentReturn the matching user assignment by id.
  • Smartsheet Resource Management icon
    Get a User Time EntryReturn a single time entry for a user by id.
  • Smartsheet Resource Management icon
    Get an AssignableReturn the assignable that matches the given id.
  • Smartsheet Resource Management icon
    Get an AssignmentReturn the assignment that matches the given id.
  • Smartsheet Resource Management icon
    Get an AvailabilityReturn a single availability time block by id.
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    List API TokensReturn every API token issued for the organization.
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    List ApprovalsReturn submitted time-entry and expense approvals for the organization.
  • Smartsheet Resource Management icon
    List AssignablesReturn the assignables the connected account can access.
  • Smartsheet Resource Management icon
    List AssignmentsReturn the assignments the connected account can access.
  • Smartsheet Resource Management icon
    List AvailabilitiesReturn a paginated list of availability time blocks for a user.
  • Smartsheet Resource Management icon
    List Bill RatesReturn the bill rates the connected account can access.
  • Smartsheet Resource Management icon
    List Budget ItemsReturn project or phase budget items of the specified type.
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    List Custom FieldsReturn the custom fields the connected account can access.
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    List Project AssignmentsReturn the assignments on the matching project.
  • Smartsheet Resource Management icon
    List Project Bill RatesReturn the bill rates for the matching project.
  • Smartsheet Resource Management icon
    List Project MembersReturn the members of the matching project.
  • Smartsheet Resource Management icon
    List Project PhasesReturn the phases of the matching project.
  • Smartsheet Resource Management icon
    List ProjectsReturn the projects the connected account can access.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and Smartsheet Resource Management integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to ActiveCollab [5]

Alternative integrations to Smartsheet Resource Management [6]

Smartsheet Resource Management
  1. Aryeo icon
    Aryeo
  2. Asana icon
    Asana
  3. Aspire icon
    Aspire
  4. Asset Panda icon
    Asset Panda
  5. Autotask PSA icon
    Autotask PSA

Try ActiveCollab and Smartsheet Resource Management on WEXTL®

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Frequently asked questions

Common questions about connecting ActiveCollab and Smartsheet Resource Management.

References

List of sources used to gather information about the ActiveCollab and Smartsheet Resource Management integration.

  1. ActiveCollab and Smartsheet Resource Management integration source code, module specs and credentials implementation.
  2. Our ActiveCollab and Smartsheet Resource Management integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for ActiveCollab and Smartsheet Resource Management — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. ActiveCollab integration information
  6. Smartsheet Resource Management integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore ActiveCollab and Smartsheet Resource Management, or get started