Smartsheet integration + automation

Smartsheet integrations couldn’t be easier with the Tray Platform’s robust Smartsheet connector, which connects any services without the need for separate integration tools.

Popular Smartsheet integrations

Business professionals that want to integrate Smartsheet with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

List sheets DDL, Find webhook by URL, Enable webhook, Webhook

Operations

Add image to cell, Add row, Attach URL to row, Attach file to row, Copy rows, Create discussion on row, Get column, Get row, Get sheet, List columns

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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth

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Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
With the Tray platform you can connect any web service

Low-code Smartsheet Integrations

Supercharge your team’s collaboration with custom Smartsheet integrations on the low-code Tray Platform. Business users love how easy it is to use our visual, drag-and-drop interface. Now, you can stand up powerful integrations that connect any data source and any cloud application, no IT support required. 

Take your project management to the next level by building custom integrations in minutes. We make it easy for anyone to use our Smartsheet connector to sync any data source, including flat files (such as CSV) and any app in your tech stack, even using data within custom fields.

The Tray Platform doesn’t just create integrations. You can also easily build custom Smartsheet automation to break down communication silos and put your entire team on the same page. Now, you can automate previously time-consuming manual tasks such as approvals, status updates, and project reminders to execute all your deliverables on time and on target.

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Smartsheet automation for any use case

We give business users across the organization in marketing, sales, IT, product, HR, and many more the power to build custom Smartsheet automation. Our library of native integrations, data helpers, and custom logic operators lets you automate your project management to your exact business needs and specifications.

The Tray Platform can integrate and automate Smartsheet with any of your favorite tools, such as your CRM, helpdesk, work management software, ERP, collaboration tools, and many more. Since our platform integrates applications at the API level, you can easily execute a limitless variety of operations for any tool in your tech stack based on any custom trigger you choose. As a result, you can then connect each operation into custom, multi-step workflows that make your project management faster and more efficient than ever before.

Now, you can deliver any project in any department on time and on budget with automation that unifies important data across all your most important tools. Elevate sale projects by auto-updating follow-up sales activities in real time across the sales cycle. Improve customer support projects and speed up issue resolution by bi-directionally syncing incident tickets across your helpdesk and Smartsheet platform. Scale your project management faster and further with our platform’s custom automation.

Tray Embedded enables teams to scale and increase retention

Next-level Smartsheet use cases

As easy as the low-code Tray Platform is to utilize, technical users also rely on us to run heavy-duty data jobs that handle billions of events daily. Also, we’re built on elastic, serverless architecture, so no matter how your data needs change over time, we scale with you.

Need to dynamically sync Smartsheet with your data warehouse to dynamically track changes to important internal databases, such as provisioning employee access to various software tools? Need to kickoff follow-up activities for Smartsheet projects, such as integrated marketing launches, pre-sales requests, onboarding plans, product roadmaps, and more? The Tray Platform can automate any use case, since we also integrate with other tools such as Salesforce, Jira, Slack, NetSuite, Zendesk, ServiceNow, HubSpot, Tableau, DocuSign, Confluence, Power BI, and many others.

We offer enterprise-grade security and that’s why security professionals trust us. Our platform is SOC 2 Type 2-certified and is fully compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Project Management Connectors

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Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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  • Copper trusts Tray.io with their automation
  • Digital Ocean is a happy customer of Tray.io
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  • Demandbase marketing department depends on Tray.io
  • Udemy
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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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