Smartsheet connector

Akaash_Amalraj
updated 7 mths ago

What is Smartsheet?

Smartsheet allows you to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.

About Kissflow's Smartsheet integration

The Smartsheet connector from Kissflow Integration enables you to connect Smartsheet instantly and to automate your work with other Kissflow apps and popular third-party apps. You must have a valid Smartsheet account and be a paid Kissflow customer in order to integrate with Smartsheet. To perform specific actions, use the Smartsheet connector to receive data from other flows or apps. For now, the connector for Smartsheet does not support any trigger events.

For example, you can use the data received on your Kissflow Project as a trigger to update a row in Smartsheets' sheet or even send a sheet as a PDF attachment to specified users.

Action(s) in Smartsheets connector

Action event(s)	Description
Add a row to sheet	This action adds one or more rows to the sheet.
Update a row by row number	This action updates an existing row with a new value based on the sheet's row number.
Send a sheet	This action sends a sheet as a PDF attachment to the specified recipients via email.
Get a row from sheet	This action fetches a row from a sheet.
Get rows from sheet	This action fetches the first 100 records from a sheet.
Update a row by row ID	This action updates an existing row with new values. This requires a unique row ID. Note: To get the Smartsheet row ID, click the row number field > Row Menu > Properties > Row ID.

Smartsheets connector as an action step

Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Now, click the New integration button to provide a name and description for your integration.
Once inside your editor, set up a trigger step, for example, a Kissflow Project trigger event, when an item is completed.
After setting up your trigger step above, click the Add button (
) next to set up your action step. Search for Smartsheet and select a desired action.
After choosing your action event, authenticate the connector. Click +Add an account and sign in using your Smartsheet account. Kissflow uses OAuth for authentication.
After authenticating with your Smartsheet account, add relevant values against the Smartsheet form fields. You can hit Refresh fields to view all the updated fields in the selected Smartsheet form. You can also map Smartsheet fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.
After a successful configuration, test whether your Smartsheet action step is set up correctly by clicking the Test button. The connector will pull field data from your selected Smartsheet account and display it as a JSON output. Similar to trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a Smartsheet connector

After creating a custom workflow with your Smartsheet connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the Smartsheet's actions are activated.