STEP 1
Connect Fergus and Smartsheet
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Fergus and Smartsheet Integration
Keep Fergus and Smartsheet in sync by integrating their events and actions. When project management events happen in Fergus, update the Smartsheet automatically - without any line of code in visual workflow builder.
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Learn about Fergus and Smartsheet
Detailed info you need to know about Fergus and Smartsheet integrations in WEXTL. Explore which modules apps support and how you connect them.
Fergus
Job management software for trade businesses covering quotes, jobs, invoicing, and scheduling. [5]
Smartsheet
Work management for sheets, rows, workspaces, reports, and users. [6]
How to connect Fergus to Smartsheet
Set up your Fergus and Smartsheet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus and Smartsheet nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Fergus and Smartsheet. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and Smartsheet work in WEXTL?
WEXTL exposes actions and triggers for Fergus and Smartsheet 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.
Fergus triggersSmartsheet actions
Fergus modules
- Accept a QuoteAccepts a quote in the system and confirms the transaction.
- Archive a SiteArchives a site.
- Create a Calendar EventCreates a new calendar event.
- Create a ContactCreates a new contact.
- Create a CustomerCreates a new customer.
- Create a JobCreates a new job in the system.
- Create a Job PhaseCreates a new phase for a job.
- Create a Job QuoteCreates a new quote for a job.
- Create a SiteCreates a new site.
- Create an EnquiryCreates a new enquiry.
- Decline a QuoteDeclines a quote in the service.
- Delete a Calendar EventDeletes a calendar event from the specified calendar.
- Delete a CustomerDeletes an existing customer.
- Finalize a JobMarks a job as finalized.
- Get a Calendar EventRetrieves an existing calendar event.
- Get a ContactRetrieves a specific contact.
- Get a CustomerRetrieves a specific customer.
- Get a Customer InvoiceRetrieves a specific customer invoice.
- Get a FavouriteRetrieves favourites for a specific section.
- Get a JobRetrieves a specific job.
- Get a Job Financial SummaryRetrieves the financial summary for a job.
- Get a Job PhaseRetrieves a specific job phase.
- Get a Job Phase Financial SummaryRetrieves the financial summary for a job phase.
- Get a Job QuoteRetrieves a specific job quote.
- Get a Price BookRetrieves a specific price book.
- Get a Price Book ItemRetrieves a specific price book item.
- Get a Pricing TierRetrieves a specific pricing tier.
- Get a QuoteRetrieves a quote using its GUID.
- Get a SiteRetrieves a specific site.
- Get a UserRetrieves a single user.
- Get an EnquiryRetrieves an enquiry.
- List Calendar EventsRetrieves all calendar events.
- List ContactsRetrieves all contacts.
- List Customer InvoicesRetrieves all customer invoices.
- List CustomersRetrieves all customers.
- List EnquiriesRetrieves all enquiries.
- List FavouritesRetrieves all favourites.
- List Job PhasesRetrieves all phases for a job.
- List Job QuotesRetrieves all quotes for a job.
- List JobsRetrieves all jobs.
- List NotesRetrieves all notes and their replies.
- List Price Book ItemsRetrieves items in a price book.
- List Price BooksRetrieves all price books.
- List Pricing TiersRetrieves all pricing tiers.
- List SitesRetrieves all sites.
- List Stock on HandRetrieves stock on hand across all phases.
- List Stock on Hand by PhaseRetrieves stock on hand for a job phase.
- List Time EntriesRetrieves all time entries.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
Smartsheet modules
- Add a ColumnAdds a column to the specified sheet.
- Add a RowAdds a row to the specified sheet.
- Add an Alternate EmailAdds one or more alternate email addresses for a specified user.
- Add Sheet AttachmentAttaches a file or URL to the specified sheet.
- Attach New Sheet AttachmentUploads a new version of an existing sheet or row attachment.
- Copy a SheetCreates a copy of the specified sheet.
- Copy a WorkspaceCreates a copy of the specified workspace.
- Copy RowsCopies rows from one sheet onto the bottom of another sheet.
- Create a DiscussionCreates a new discussion on a sheet.
- Create a GroupCreates a new group in the organization account.
- Create a ProofCreates a new proof on a row.
- Create a Proof RequestCreates a new proof request.
- Create a ReportCreates a new report.
- Create a Sheet in FolderCreates a sheet from scratch or from a template in the specified folder.
- Create a Sheet in WorkspaceCreates a sheet from scratch or from a template at the top level of a workspace.
- Create a UserCreates a user in the organization account.
- Create a WorkspaceCreates a new workspace.
- Delete a ColumnDeletes the specified column.
- Delete a DiscussionDeletes the specified discussion.
- Delete a GroupDeletes the specified group.
- Delete a ProofDeletes the specified proof and all of its versions.
- Delete a ReportDeletes the specified report.
- Delete a RowDeletes one or more rows from the specified sheet.
- Delete a SheetDeletes the specified sheet.
- Delete a WorkspaceDeletes the specified workspace.
- Delete All Attachment VersionsDeletes all versions of the specified attachment.
- Delete an Alternate EmailDeletes the specified alternate email address for a user.
- Delete an AttachmentDeletes the specified attachment.
- Delete an Automation RuleDeletes the specified automation rule.
- Export a SheetExports the specified sheet in the requested format.
- Get a ColumnRetrieves the definition of the specified column.
- Get a ContactRetrieves the specified contact.
- Get a DiscussionRetrieves the specified discussion.
- Get a GroupRetrieves the specified group.
- Get a ProofRetrieves the specified proof.
- Get a ReportRetrieves the specified report.
- Get a RowRetrieves the specified row.
- Get a SheetRetrieves the specified sheet.
- Get a UserRetrieves the specified user.
- Get a WorkspaceRetrieves metadata for the specified workspace.
- Get an Alternate EmailRetrieves the specified alternate email address.
- Get an AttachmentRetrieves a temporary download URL for the specified attachment.
- Get an Automation RuleRetrieves the specified automation rule, including its action values.
- Get Current UserRetrieves the currently authenticated user.
- List AttachmentsRetrieves all attachments on a sheet, including sheet, row, and discussion attachments.
- List Automation RulesRetrieves all automation rules associated with the specified sheet.
- List ColumnsRetrieves all columns belonging to the specified sheet.
- List ContactsRetrieves the user's Smartsheet contacts.
- List DiscussionsRetrieves all discussions associated with the specified sheet.
- List GroupsRetrieves all groups in the organization account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Fergus and Smartsheet integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Fergus and Smartsheet.
Connect your Fergus and Smartsheet accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Fergus's "Watch Calendar Events" fires, WEXTL can "Add a Column" in Smartsheet. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); Smartsheet has 71 actions (including Add a Column, Add a Row, and Add an Alternate Email). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Fergus-to-Smartsheet automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Fergus (or Smartsheet) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Fergus + Smartsheet automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Fergus and Smartsheet integration.
- Fergus and Smartsheet integration source code, module specs and credentials implementation.
- Our Fergus and Smartsheet integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus and Smartsheet — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Fergus integration information
- Smartsheet integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library