What actions can I run in Smartsheet Resource Management?

69 actions are available, including "Get a Budget Item", "Get a Custom Field", and "Get an Assignable", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Smartsheet Resource Management Integrations

Plan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. Connect Smartsheet Resource Management project events to the rest of your delivery stack.

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Watch ApprovalsTrigger when a new approval is created.
Watch AssignablesTrigger when a new assignable is created.
Watch AssignmentsTrigger when a new assignment is created.
Watch AvailabilityTrigger when a new availability block is created for a user.
Watch Bill RatesTrigger when a new bill rate is created.
Watch Budget ItemsTrigger when a new budget item is added to a project.
Watch Custom FieldsTrigger when a new custom field is created on the account.
Watch EventsTrigger when Resource Management sends a webhook event.
Watch Project AssignmentsTrigger when a new assignment is created on a specific project.
Watch Project Bill RatesTrigger when a new bill rate is created on a specific project.
Watch Project PhasesTrigger when a new phase is added to a specific project.
Watch ProjectsTrigger when a new project is created.
Watch Time EntriesTrigger when a new time entry is created.
Watch User AssignmentsTrigger when a new assignment is created for a specific user.
Watch UsersTrigger when a new user is created.
Get a Budget ItemReturn the matching project or phase budget item.
Get a Custom FieldReturn the custom field that matches the given 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.
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.
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.
List Time EntriesReturn a paginated list of time entries on the account.
List User AssignmentsReturn the assignments for the matching user.
List UsersReturn the users on the connected account.
List User Time EntriesReturn a paginated list of time entries for a specific user.
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 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.
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.
Delete a Budget ItemRemove the matching project or phase budget item.
Delete a Custom FieldRemove the custom field that matches the given id.
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.
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.
Make an API CallPerform an arbitrary authorized request against the Resource Management API.
Renew API TokenReplace the given API token with a newly issued token.
Set Project Member ListReplace the project's entire member list with the provided users.
Update a Budget ItemUpdate the matching project or phase budget item.
Update a Custom FieldUpdate the custom field that matches the given id.
Update an AssignmentUpdate the fields of an existing assignment.
Update an AvailabilityUpdate an existing availability block for a user.
Update API TokenChange the title of the given API token.
Update a ProjectUpdate the matching project by id.
Update a Project AssignmentUpdate the matching project assignment by id.
Update a Project PhaseUpdate the matching project phase by id.
Update a UserUpdate the matching user.
Update a User AssignmentUpdate the matching user assignment by id.
Update a User Time EntryUpdate an existing user time entry.
Update Project Member ListUpdate the project's member list and each user's membership level.

When to use Smartsheet Resource Management

Common scenarios where Smartsheet Resource Management automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Approvals" fires in Smartsheet Resource Management — start multi-step automations without polling or manual checks.
Use "Get a Custom Field" as an automated action in Smartsheet Resource Management so records stay consistent whenever something changes elsewhere in your stack.
Combine "Watch Assignments" from Smartsheet Resource Management with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Smartsheet Resource Management in your workflows.

Smartsheet Resource Management has 15 triggers, including "Watch Approvals", "Watch Assignables", and "Watch Assignments", and more. Use them to start workflows the moment Smartsheet Resource Management events fire — no polling required.

Smartsheet Resource Management Integrations

When to use Smartsheet Resource Management

Frequently asked questions

Smartsheet Resource Management Integrations

When to use Smartsheet Resource Management

Connect Smartsheet Resource Management to any app in workflows

Frequently asked questions

Connect Smartsheet Resource Management to any app in workflows

Connect Smartsheet Resource Management to any app in workflows

Connect Smartsheet Resource Management to any app in workflows

Smartsheet Resource Management Integrations

Smartsheet Resource Management triggers and actions

When to use Smartsheet Resource Management

Frequently asked questions

What triggers does Smartsheet Resource Management support?

What actions can I run in Smartsheet Resource Management?

Do I need to write code to automate this?

Is the integration secure?

Smartsheet Resource Management Integrations

Smartsheet Resource Management triggers and actions

When to use Smartsheet Resource Management

Connect Smartsheet Resource Management to any app in workflows

Frequently asked questions

What triggers does Smartsheet Resource Management support?

What actions can I run in Smartsheet Resource Management?

Do I need to write code to automate this?

Is the integration secure?

Connect Smartsheet Resource Management to any app in workflows

Connect Smartsheet Resource Management to any app in workflows

Connect Smartsheet Resource Management to any app in workflows