Smartsheet

Smartsheet

Dynamic work execution platform for teams to plan, capture, manage, automate, and report on work at scale.

Smartsheet currently provides 4 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.

Productivity4 triggers6 actions

Triggers

(4)

New Row Added

Triggers when a new row is added.

Row Updated

Triggers when an existing row is updated.

New Attachment Added

Triggers when a new attachment is added to a row or sheet.

New Comment Added

Triggers when a new comment is added to a discussion on a sheet.

Actions

(6)

Add Row to Sheet

Adds new row to a sheet.

Update Row

Updates an existing row.

Attach File to Row

Adds a file attachment to a row.

Find Row

Finds rows in a specific sheet or across all accessible sheets using text queries with advanced filtering options.

List Row Attachments

Get all attachments for a specific row in a Smartsheet, including row and discussion-level attachments with comprehensive pagination and filtering options

Find Sheet(s)

Fetches existings sheets matching provided filter criteria.

What can you automate with Smartsheet and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Smartsheet activity into Coherence

Start from a supported Smartsheet event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Row Added

Finishes with

Create or update a Coherence record

Act in Smartsheet from a Coherence workflow

Use a change in Coherence to run a supported Smartsheet action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Add Row to Sheet

Connect Smartsheet to the wider customer workflow

Combine Smartsheet with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.

Starts with

New Row Added

Finishes with

Add Row to Sheet, then preserve the outcome in Coherence

How to connect Smartsheet

The exact authentication fields depend on Smartsheet. The workflow structure stays straightforward:

1

Connect the account

Authorize the Smartsheet account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Related integrations for the same workflow

Explore apps that share a category with Smartsheet or provide a complementary trigger or action.

Smartsheet integration questions

What can I automate with the Smartsheet integration?

Smartsheet currently provides 4 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.

How many Smartsheet triggers and actions are available?

Smartsheet currently lists 4 triggers and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Smartsheet connect to other apps through Coherence?

Yes. A workflow can combine supported Smartsheet triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Smartsheet?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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