How to connect Smartsheet to Albato

Smartsheet: Automation for projects and teams
8/30/2024
·
2 min. read

In this article

Smartsheet is a leading cloud-based work management platform that enables teams and organizations to plan, capture, manage, automate and report on work at scale, resulting in more efficient processes and better business results.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New Row
  • Row Updated
  • New Cell
  • Cell Updated

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Add / Update Row
  • Add / Update Rows
  • Create / Copy Workspace
  • Create a Folder
  • Send Sheet via Email
  • Share Workspace
  • Copy / Share Sheet
  • Copy / Move Rows to Another Sheet
  • Custom API request

Before setting up automations with Smartsheet, connect the app to Albato

  1. Access your Albato account

Log in to your Albato account. If you don't have an account, sign up here.

  1. Add a new connection

To do this, go to the Apps section and click the Add a connection button.

Example.png

  1. Search for Smartsheet

In the search bar, type Smartsheet and select it from the menu.

Smarsheet (1).png

Click Add a connection to start the setup process.

  1. Enter your Smartsheet credentials

You'll need to create a name for your connection and provide access to your Smartsheet account.

Smartsheet.png

Next, in a pop-up window, sign in to your Smartsheet account and click the Allow button.

Smartsheet (1).png

Once connected, you'll see a success message and your Smartsheet account will be listed in the Albato Apps section.


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