Productivity
Smartsheet
26 min
smartsheet is a collaborative work management platform for project planning, tracking, automation, and reporting integrating smartsheet with make com allows users to automate sheet updates, task assignments, and reporting workflows directly from their smartsheet projects this is ai generated content based on official smartsheet documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www smartsheet com/ directly requirements to use the smartsheet app in make, you must have an active smartsheet account and an api access token, https //www smartsheet com/ for subscription, refer to the https //www smartsheet com/ connect smartsheet and {{product name}} to get started, you must first create a connection between smartsheet and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your smartsheet account create the connection in make obtain your oauth2 credentials in your smartsheet account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your smartsheet account to obtain your oauth2 credentials navigate to the developer tools section from your account menu click create new app to begin app registration enter the app name, app description, app url, app contact or support information, and app redirect url if prompted, enter the callback uri https //www integromat com/oauth/cb/smartsheet click save to register your app copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developers smartsheet com/api/smartsheet/guides/advanced topics/oauth create the connection in {{product name}} https //www make com/en/register , add the smartsheet module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your smartsheet account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page smartsheet modules after connecting to the smartsheet app, you can choose from a list of available modules to build your {{scenario plural lowercase}} copy a folder creates a duplicate of the selected folder, including all its contents copy a sheet generates a duplicate of the selected spreadsheet sheet copy a workspace generates a duplicate of the selected workspace, including its current settings and contents create a comment posts a new comment to an existing discussion thread create a folder creates a new folder in your google sheets home directory, within an existing folder, or inside a specific workspace create a row adds a new row of data to the selected sheet in your spreadsheet create a row (mappable) adds a new row to a specific sheet you choose by mapping its sheet id use this module when you need to specify exactly which sheet to update create a sheet creates a new spreadsheet within your selected account create a user adds a specified user to your organization's account, granting them access to its resources and features create a workspace creates a new workspace within your account for organizing projects and tasks delete a folder permanently removes the selected folder along with all files and subfolders it contains delete a row deletes the selected row from the table delete a sheet deletes the selected sheet from your spreadsheet delete a workspace permanently removes the selected workspace from your account download a sheet retrieves a specific sheet as a pdf, csv, or excel file using the provided sheet id get my info retrieves detailed information about the currently authenticated user get a folder retrieves the selected folder and displays all the files and subfolders it contains get a row retrieves the data from a specific row in your selected table get a sheet retrieves the details of a specific sheet based on the provided identifier get a workspace retrieves details of the selected workspace and displays all items contained within it make an api call executes a custom api request to the connected service using your authorized credentials move rows to another sheet transfers selected rows from one sheet and appends them to the bottom of a different sheet move a folder moves the selected folder from its current location to a different specified destination move a sheet moves the selected sheet within your spreadsheet to a different position or tab order new event triggers when a new event is created in your account search everything searches through all accessible sheets for the user to find the specified text search rows retrieves rows from your data that meet the specified conditions search sheets searches a selected spreadsheet for cells containing the specified text update cells updates the values of selected cells within a specified spreadsheet sheet update a folder updates the details or properties of a selected folder update a row updates the data in the specified row of a table update a row (mappable) updates an existing row in a selected sheet, allowing you to specify the sheet id for precise targeting update a summary field updates the content of a specified summary field in your record update a webhook status (internal) enable the webhook by updating its status to "enabled " update a workspace updates the details or settings of a selected workspace upload an attachment upload a file to google sheets, including its rows and comments watch rows triggers when a new row is added to a specified table templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} smartsheet resources you can have access to more resources related to this app on the following links https //community make com/search?q=smartsheet https //www smartsheet com/ https //smartsheet platform github io/api docs https //www make com/en/integrations/smartsheet