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Smartsheet + Zapier
How it works
Smartsheet connects with Zapier to automate project tracking and approval workflows. Teams use this integration to add and update rows, route notifications, and sync data across tools.
When to use Smartsheet with Zapier
Capturing requests in sheets
Create rows from incoming tickets, forms, or emails
Notifying teams on changes
Alert channels when rows are added or updated
Coordinating approvals
Kick off review steps when status or owner fields change
Popular ways to use Smartsheet + Zapier
Create Smartsheet rows from forms
When new form entries arrive, add a row to a selected sheet to centralize intake and eliminate manual entry.
Notify teams about critical row updates
When a Smartsheet row is updated, post a message in Slack or Microsoft Teams so stakeholders respond quickly.
Sync CRM contacts from sheet changes
When rows are created or updated in Smartsheet, create or update contacts in Salesforce or HubSpot to keep customer records accurate.
Attach files to project rows
When new files appear in Google Drive or Dropbox, add attachment to the matching Smartsheet row to consolidate assets per task.
Plan calendars from sheet dates
When a row with a due date is added, create a Google Calendar or Outlook event so deadlines appear on shared calendars.
Smartsheet integration details
Whether you use Smartsheet to manage your sales pipeline or event schedules, increase your team's productivity and get more done by using Zapier to eliminate manual tasks. Use Zapier to connect Smartsheet to your email, web forms, or note-taking apps. In just a few clicks, you can set up integrations to automatically move new lead information into new rows, send an email when an attachment is added to a row, and so much more.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerPolling - Choose a SheetRequired
Try ItTriggerPolling- Select a ReportRequired
Try ItTriggerPolling- Workspace NameRequired
ActionWrite
- Choose a SheetRequired
Try ItTriggerPolling- Choose a SheetRequired
Try ItTriggerPolling- Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerInstant - SheetRequired
- RowRequired
- File AttachmentRequired
ActionWrite
Get started automating Smartsheet
- 1Connect Smartsheet to Zapier
- 2Choose a trigger or action
- 3Select the target sheet and columns
- 4Map fields between apps
- 5Test and turn the Zap on
Frequently asked questions about automating with Smartsheet
Which Smartsheet objects are supported?
Triggers and actions work with rows, row updates, and attachments.
Does the New Row trigger include existing rows?
No, it runs only for rows added after the Zap is turned on.
How do I prevent duplicate rows when syncing from other apps?
Use a lookup or search step to find a matching row and then update instead of creating.
Can I react only to changes in specific columns?
Use a Filter step after the Updated Row trigger to continue only when targeted columns meet conditions.













