STEP 1
Connect Fergus and Smartsheet Resource Management
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 Resource Management Integration
Fergus
Smartsheet Resource Management
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Connect Fergus and Smartsheet Resource Management to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Fergus and Smartsheet Resource Management
Detailed info you need to know about Fergus and Smartsheet Resource Management 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 Resource Management
Plan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. [6]
How to connect Fergus to Smartsheet Resource Management
Set up your Fergus and Smartsheet Resource Management integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fergus and Smartsheet Resource Management 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 Resource Management. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fergus and Smartsheet Resource Management work in WEXTL?
WEXTL exposes actions and triggers for Fergus 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.
Fergus triggersSmartsheet Resource Management 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 Resource Management modules
- Create a Budget ItemAdd a budget item to the specified project or phase.
- Create a Custom FieldCreate a new custom field on the account.
- Create a ProjectCreate a new Resource Management project.
- Create a Project AssignmentAssign a user to a specific project.
- Create a Project PhaseAdd a new phase to an existing project.
- Create a Project Time EntryLog a new time entry against a project.
- Create a UserAdd a new user to the Resource Management account.
- Create a User AssignmentAssign a user to an assignable.
- Create a User Time EntryLog a new time entry for a specific user.
- Create an ApprovalSubmit a new time-entry or expense approval record.
- Create an AssignmentCreate a new assignment on an assignable.
- Create an AvailabilityAdd a new availability time block to a user's profile.
- Create API TokenIssue an additional API token for the organization.
- Delete a Budget ItemRemove the matching project or phase budget item.
- Delete a Custom FieldRemove the custom field that matches the given id.
- Delete a ProjectRemove the matching project.
- Delete a Project AssignmentRemove the matching project assignment.
- Delete a Project PhaseRemove the matching project phase.
- Delete a UserRemove the matching user from the account.
- Delete a User AssignmentRemove the matching user assignment.
- Delete a User Time EntryRemove an existing user time entry.
- Delete an ApprovalDelete a pending approval record.
- Delete an AssignmentRemove the assignment that matches the given id.
- Delete an AvailabilityRemove an availability block from a user's profile.
- Delete API TokenRevoke the specified API token.
- Get a Budget ItemReturn the matching project or phase budget item.
- Get a Custom FieldReturn the custom field that matches the given id.
- Get a ProjectReturn the matching project or phase by id.
- Get a Project AssignmentReturn the matching project assignment.
- Get a Project Time EntryReturn a single time entry for a project by id.
- Get a Time EntryReturn a single time entry by id.
- Get a UserReturn the user that matches the given id.
- Get a User AssignmentReturn the matching user assignment by id.
- Get a User Time EntryReturn a single time entry for a user by id.
- Get an AssignableReturn the assignable that matches the given id.
- Get an AssignmentReturn the assignment that matches the given id.
- Get an AvailabilityReturn a single availability time block by id.
- List API TokensReturn every API token issued for the organization.
- List ApprovalsReturn submitted time-entry and expense approvals for the organization.
- List AssignablesReturn the assignables the connected account can access.
- List AssignmentsReturn the assignments the connected account can access.
- List AvailabilitiesReturn a paginated list of availability time blocks for a user.
- List Bill RatesReturn the bill rates the connected account can access.
- List Budget ItemsReturn project or phase budget items of the specified type.
- List Custom FieldsReturn the custom fields the connected account can access.
- List Project AssignmentsReturn the assignments on the matching project.
- List Project Bill RatesReturn the bill rates for the matching project.
- List Project MembersReturn the members of the matching project.
- List Project PhasesReturn the phases of the matching project.
- 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 Fergus and Smartsheet Resource Management 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 Resource Management.
Connect your Fergus and Smartsheet Resource Management 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 "Create a Budget Item" in Smartsheet Resource Management. Fergus has 12 triggers (including Watch Calendar Events, Watch Contacts, and Watch Customer Invoices); Smartsheet Resource Management has 69 actions (including Create a Budget Item, Create a Custom Field, and Create a Project). 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 Resource Management 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 Resource Management) 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 Resource Management 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 Resource Management integration.
- Fergus and Smartsheet Resource Management integration source code, module specs and credentials implementation.
- Our Fergus and Smartsheet Resource Management integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fergus and Smartsheet Resource Management — 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 Resource Management integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library