Connectors / Service / Smartsheet

Application for collaboration and work management used to assign tasks, track project progress, manage calendars, share documents and manage other work. (updated: 1633093826768)

Smartsheet

Smartsheet is a cloud-based platform that allows organisations of all sizes to plan, capture, and manage their work loads and projects across their businesses.

Overview

Smartsheet is used to collaborate on workflows, assign tasks, track project progress, manage calendars, share documents, and manage much more besides - all by using a tabular user interface.

Authentication

When using the Smartsheet connector, the first thing you will need to do is go to your Tray.io account page, select your workflow. Once in the workflow dashboard itself select and drag the Smartsheet connector from the connectors panel (on the left hand side) to your workflow.

With the new connector step highlighted, in the properties panel on the right, click on 'New Authentication' under the 'Settings' heading.

smartsheet-auth

In the new pop-up window that appears, name your authentication as appropriate. To get the token, we need to head to the Smartsheet main dashboard.

smartsheet-dashboard

Once you have signed in, please click on your user icon and select 'Apps & Integrations'.

smartsheet-dropdown

You should see a new pop-up window with the option to select 'API Access'. Here you will see a list of API access tokens (if you have any).

smartsheet-settings

Click on the 'Generate new access token' button, to generate yet another pop-up window, and name as appropriate.

On the second step you will be given a randomised hash which is your access token. Make sure to copy it ACCURATELY and keep it safe as you will not be able to view this hash again. You will have to create a new one/ Tray.io auth if something goes wrong.

smartsheet-token

Go back to your Tray.io authentication window and copy your token into the appropriate field and press 'Add Authentication'.

smartsheet-tray-auth

Your authentication should now be complete and visible and available within your Smartsheet connector settings -> 'Authentication' field.

smartsheet-complete-auth

Smartsheet trigger

If you wish your workflow to be kicked off by a particular action in Smartsheet, you can use the Smartsheet Trigger.

The Smartsheet trigger allows you to receive notifications and trigger workflows when given events occur associated with the selected trigger operation.

Trigger operations available:

  • Webhook

Webhook Setup

When creating a new workflow choose Smartsheet as your trigger at the 'Create new workflow' section and wait to be redirected to your new workflow.

smartsheet-select-trigger

Use the instructions above to authenticate your trigger, and note that 'Webhook' is currently the only option regarding the operations available

In order to complete setup, you will need both the 'Sheet' you are referring to and a 'Name' for the webhook you're creating. Make sure that you fill in your 'Sheet' field via selecting from the dropdown options available - if you do not see the sheet you are referring to in the list, try refreshing the list itself which is an option you will see at the bottom of your expanded dropdown list.

smartsheet-webhook

You can find your sheet by going to your main Smartsheets dashboard, and clicking on 'Sheets' as displayed below. You can create a new one if preferred and simply refresh your dropdown list to see it appear in your Tray.io options immediately.

smartsheet-sheets

The 'Name' refers to the name of your Webhook.

All Operations

Latest version:

1.5

Get sheet

Returns information about a sheet such as columns, rows and settings.

List sights

Returns a list of sights that the user has access to.

Add alternate email

Adds an alternate email address for specified user.

Add image to cell

Uploads an image to the specified cell within a sheet.

Add row

Adds a row into a sheet.

Attach file to comment

Attaches a file to a comment.

Attach file to row

Attaches a file to a row.

Attach file to sheet

Attaches a file to a sheet.

Attach URL to comment

Attaches a URL to a comment.

Attach URL to row

Attaches a URL to a row.

Attach URL to sheet

Attaches a URL to a sheet.

Copy folder

Creates a copy of the specified folder.

Copy rows

Copies rows from the sheet specified in another sheet.

Copy sight

Creates a copy of the specified Sight.

Create discussion on row

Creates a new discussion on a row.

Create discussion on sheet

Creates a new discussion on a sheet.

Create folder

Creates a folder in a sheet, workspace or another folder.

Create group

Creates a new group.

Create sheet

Creates a sheet from scratch.

Create workspace

Creates a workspace.

Download attachment

Returns the downloaded file.

Download report

Downloads a report as CSV or Excel file.

Get column

Only used to support dynamic output schema in 'Update column' so far.

Get folder

Gets the specified folder (and lists its contents).

Get report

Returns information about a report.

Get row

Returns information about a row.

Get sheet as file

Returns information about a sheet in a csv, pdf or excel file.

Get workspace

Gets the specified workspace (and lists its contents).

List attachments

Returns a list of attachments that are on the sheet.

List columns

Returns a list of columns contained in a sheet.

List discussion attachments

Gets a list of all attachments that are in the discussion.

List discussions

Gets a list of all discussions associated with the specified sheet. Comments and attachments can optionally be included in the result.

List folders (sheet level)

Gets a list of the top-level child folders within the user's Sheets folder.

List folders (subfolder)

Gets a list of the top-level child folders within the specified folder.

List folders (workspace)

Gets a list of the top-level child folders within the specified workspace.

List groups

Returns a list of groups in an organisation.

List reports

Gets a list of all reports that the user has access to in alphabetical order by name.

List rows

Returns a list of rows contained in a sheet.

List sheets

Returns a list of sheets.

List sheets DDL

List users

Returns a list of users.

List workspaces

Returns a list of workspaces that the user has access to.

Move folder

Moves the specified folder to another location.

Move sheet

Moves the specified sheet to another location.

Search

Searches all sheets that the user can access, for the specified text.

Search sheet

Searches a sheet for the specified text.

Update row

Updates a row and cell

Send rows

Sends one or more rows via email.

Share sight

Shares a sight with the specified users and groups.

Share workspace

Shares a workspace with the specified users and groups.

Update column

Updates information about a column.

Update group

Updates information about a group.

Update sight

Updates (renames) the specified sight.

Share sheet

Shares a sheet with the specified users and groups.