Smartsheet
Smartsheet is a collaborative work management platform for tracking projects, automating workflows, and managing resources. Integrating Smartsheet with Make.com enables users to automate sheet updates, synchronize project data, and trigger notifications based on changes in Smartsheet. |
|---|
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 Smartsheet directly.
Requirements
To use the Smartsheet app in Make, you must have an active Smartsheet account and an API access token, create your account on Smartsheet. For subscription, refer to the Smartsheet pricing page.
Connect Smartsheet and Make
To get started, you must first create a connection between Smartsheet and Make, 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 Make, you should first obtain your OAuth2 credentials in your Smartsheet account.
To obtain your OAuth2 credentials :
Click your Account icon in the lower-left corner in the Smartsheet application.
Click Developer Tools.
Click Create New App.
Enter your app name, app description, app URL, and contact information.
Enter the callback URI: https://www.integromat.com/oauth/cb/smartsheet.
Click Save.
Copy the Client ID displayed in the confirmation window.
Copy the Client secret displayed in the confirmation window.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Smartsheet module to your scenario, 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 Connect an applicationConnect an application. page.
Smartsheet modules
After connecting to the Smartsheet app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Smartsheet resources
You can have access to more resources related to this app on the following links