STEP 1
Select Smartsheet Resource Management in workflow
Pick Smartsheet Resource Management app in the workflow builder [4] - just one click to select the app.
Smartsheet Resource Management Integration
Plan projects, assignments, time entries, users, and bill rates in Smartsheet Resource Management. Turn Smartsheet Resource Management project events into automated updates across your delivery stack. When Watch Approvals arrives, trigger Get a Budget Item or Get a Custom Field so teams stay aligned automatically.
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Supported triggers and actions for Smartsheet Resource Management integration
Triggers can detect changes in Smartsheet Resource Management and run actions that can create, search or modify data inside Smartsheet Resource Management automatically [3] — exactly how you set them.
- 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 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.
How to integrate Smartsheet Resource Management in automation workflow?
3 simple steps to make your Smartsheet Resource Management connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Smartsheet Resource Management
When prompted, authorize access to Smartsheet Resource Management in WEXTL once. Smartsheet Resource Management 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 Resource Management account. Approve?
STEP 3
Build a workflow
Build your workflow with Smartsheet Resource Management yourself or with WEXTL® AI Builder. Connect Smartsheet Resource Management to any available integrations [5], or use HTTP node to go beyond them.
Smartsheet Resource Management
How Smartsheet Resource Management connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Smartsheet Resource Management 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 Resource Management supports.
The following table illustrates what fields Smartsheet Resource Management integration require during authorization flow inside our workflow builder [4].
Connect Smartsheet Resource Management
API URL*Text
••••••••
API Key*Text
••••••••
Demonstration of Smartsheet Resource Management connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API URLRequired | select | Select the appropriate API URL. |
API KeyRequired | password | Log into your smartsheet admin page, Go to Profile → Personal Settings → API Access, then click Generate New Access Token to create your API key. |
Connect Smartsheet Resource Management to popular apps on WEXTL
Enter a name of the other app you want to sync with Smartsheet Resource Management below. Click on selected app to explore integration options with Smartsheet Resource Management. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Smartsheet Resource Management integration
Select Watch Project Assignments trigger from Smartsheet Resource Management - this will be a starting point in your automation. Whenever event happens in Smartsheet Resource Management, workflow will start [7] from Watch Project Assignments node.
Search for Create a Project, connect it as the next step of integration sequence. You can use filters between Watch Project Assignments and Create a Project, so only important data pass from Watch Project Assignments to the next step. WEXTL gives you full control over the process of Smartsheet Resource Management automation. All parts of workflow are visible on the canvas [4].
Smartsheet Resource Management on WEXTL has 84 modules for building project management automations. Explore Smartsheet Resource Management documentation for more.
Smartsheet Resource Management
Watch Project Assignments
CompanyCam
Performs action
OR
CompanyCam
Triggers
Smartsheet Resource Management
Create a Project
Demonstration of how visual Smartsheet Resource Management automation [6] looks in WEXTL.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 69 actions, including "Get a Budget Item", "Get a Custom Field", and "Get a Project", and more. Refer to our Smartsheet Resource Management Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Smartsheet Resource Management integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Smartsheet Resource Management official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Smartsheet Resource Management provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Smartsheet Resource Management or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Smartsheet Resource Management inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Smartsheet Resource Management modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Smartsheet Resource Management integration.
- Smartsheet Resource Management integration source code, module specs and credentials implementation.
- Internal Smartsheet Resource Management integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Smartsheet Resource Management vendor API documentation — 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.
- WEXTL® Apps Library
- WEXTL® Smartsheet Resource Management App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation