ConditionalVisibility

new-products-promo

Automation inspiration

automate-smartsheet-00-hero

Smartsheet

Get your business-critical tools to cooperate by automating them. Here's how to connect Smartsheet with the other apps in your tech stack with Zapier.

How to connect Smartsheet to your business-critical apps

7 ways to automate Smartsheet with Zapier

Spreadsheets are a great way to store information submitted in forms, but manually transferring that data can be a pain. Use this Zapier integration to automatically add new JotForm submissions as Smartsheet rows.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Updated Row

Triggers when a new attachment is added to a row.

New Attachment

New Comment

New Row

Create Workspace

Add Attachment to Row

Add Discussion to Row

Add Row to Sheet

Copy Folder

Copy Row

Creates a copy of the specified Workspace.

Copy Workspace

Move Row

Create a new sheet from an existing sheet.

New Sheet From Existing Sheet

New Sheet From Template

Update an existing row with new values. Requires a row ID.

New Row Update

Send Row

Send a sheet via email (as PDF or Excel).

Send Sheet

Share Sheet

Share Workspace

Log new JotForm submissions in Smartsheet rows

Forms can contain a lot of information, and spreadsheets can be a great way to store all of that information—but transferring the data manually takes time. Use this Zapier integration to automatically add a row to a Smartsheet spreadsheet whenever a new form is submitted via Gravity Forms. You'll be able to keep up with all of the data that's entered in your form, without every having to copy data from Gravity Forms into your Smartsheet spreadsheet manually.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Save new form submissions from Gravity Forms as rows in Smartsheet spreadsheets

Web forms are a great way to quickly gather information from others directly into a sheet. This Wufoo-Smartsheet Zapier integration is invaluable for teams often inundated with requests from other departments. Now they’re organized, processes are streamlined, and nothing falls through the cracks. 

Wufoo is an easy way to create and manage HTML forms.

Wufoo

Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

New Entry (poll)

Triggers when a new field is added to a form.

New Field

New Form

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

New Entry

Triggers when someone fills out your form.

New Subscription Entry

Find a form submission by a field and its value.

Find a Submission

Creates a new entry in Wufoo for a form and data you select (except not files).

Create Entry (Legacy)

Creates a new entry in Wufoo for a form and data you select.

Add new Wufoo form entries as new rows in Smartsheet

Extract info from form entries and save them to your work platform with this integration. When active, it will update Smartsheet with info from Typeform submissions. Each time there's a new submission, a new row of data will appear on Smartsheet. Collect and organize data like a pro with this automation.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Add new Typeform entries as rows to Smartsheet sheets

Want to send out automated emails based on information you add to a spreadsheet, or to send a notification whenever new data is added? Use this Zapier integration to automatically send an email via Gmail whenever a new row is added to a Smartsheet spreadsheet. It'll copy the data you choose from your spreadsheet, and then send it in an email to the contact you add to this Zap.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send emails with Gmail when new Smartsheet rows are added

For certain important spreadsheets, instant notification of new data can be essential. Stay up to date by using this Zapier integration to send a message in Slack whenever a row is added to a Smartsheet spreadsheet. That way, you can get a private message in your Slackbot, or inform your whole team in a public channel, without copying and pasting any data manually from your spreadsheet.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when you click the "Push to Zapier" button from a message in Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Can also schedule a message for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Send messages in Slack for new Smartsheet rows

This integration sends Microsoft Outlook emails from new Smartsheet rows.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

Triggers when a new e-mail is received in your inbox that matches a search.

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Delete Event

Creates a new reply to email, probably with input from previous steps.

Update Calendar Event

Update Contact

Send Microsoft Outlook emails from new Smartsheet rows

Spreadsheet data can often represent tasks you need to complete or information you need to remember. Use this Zapier integration to automatically create tasks in Asana when new rows are added to a Smartsheet spreadsheet.

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Asana

Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

7 ways to automate Smartsheet with Zapier

How to connect Smartsheet to your business-critical apps

Related articles

Improve your productivity automatically. Use Zapier to get your apps working together.