smartsheet

Smartsheet

Common Questions

Smartsheet is an online project and task management app with advanced collaboration features. It enables teams to increase productivity using cloud, collaboration, and mobile technologies. It is used to assign tasks, track progress of a project, manage calendars, and share documents. The spreadsheet-like layout makes it easier to feed data, thereby improving productivity, collaboration, and efficiency.

smartsheet

Triggers

  • New Row

    Triggers when a new row is created

  • Update Row

    Triggers when an existing row is updated

  • New Comment

    Triggers when a new comment is created

  • New Attachment

    Triggers when a new attachment is added

smartsheet

Actions

Common Questions

To use Smartsheet in your workflow, you will first need to connect Smartsheet to Built.io Flow Express. 

To do this, select any Smartsheet event from the list of actions in the ‘Select an Action’ page. Now the ‘Connect’ step requires you to connect Built.io Flow Express to your Smartsheet account. To do this, click the '+ Add a New Account' button.

A new dialog box will open up, where you need to log in to your Smartsheet account.

smartsheet-enter-credentials.jpg


After logging in to your Smartsheet account, it will direct you to the next page for authorizing Smartsheet to Built.io Flow Express.

If you are already logged in to your account, the authorization will be created automatically. You can rename the authorization as per your choice.

You will now see the added authorization under ‘Choose Account’. Once added, this authorization will be available in any Smartsheet action or trigger.