Select Smartsheet in workflow
Pick Smartsheet app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Smartsheet and run actions that can create, search or modify data inside Smartsheet automatically [3] — exactly how you set them.
3 simple steps to make your Smartsheet connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Smartsheet app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Smartsheet in WEXTL once. Smartsheet credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Smartsheet account. Approve?
Build your workflow with Smartsheet yourself or with WEXTL® AI Builder. Connect Smartsheet to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Smartsheet app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Smartsheet supports.
The following table illustrates what fields Smartsheet integration require during authorization flow inside our workflow builder [4].
Demonstration of Smartsheet connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API Base URLRequired | select | Select the base URL for the API. |
API KeyRequired | password | Log into Smartsheet → Account Settings → API Access → Generate API Access Token. |
Enter a name of the other app you want to sync with Smartsheet below. Click on selected app to explore integration options with Smartsheet. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Sheets trigger from Smartsheet - this will be a starting point in your automation. Whenever event happens in Smartsheet, workflow will start [7] from Watch Sheets node.
Search for Add Sheet Attachment, connect it as the next step of integration sequence. You can use filters between Watch Sheets and Add Sheet Attachment, so only important data pass from Watch Sheets to the next step. WEXTL gives you full control over the process of Smartsheet automation. All parts of workflow are visible on the canvas [4].
Smartsheet on WEXTL has 76 modules for building project management automations. Explore Smartsheet documentation for more.
Demonstration of how visual Smartsheet automation [6] looks in WEXTL.
Common questions about automating Smartsheet in your workflows.
List of sources used to gather information about the Smartsheet integration.