Smartsheet integration
Dynamic work execution platform for teams to plan, capture, manage, automate, and report on work at scale. Use Smartsheet from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 6 actions
- 4 triggers
- Starts with
New Row Added - ZoftAgent or workflow decides what happens next
- Then in SmartsheetAdd Row to Sheet
- AndUpdate Row
Zoft + Smartsheet
What Zoft can do with Smartsheet.
- 01Voice agentsA phone agent can use Smartsheet actions such as Add Row to Sheet and Update Row during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Smartsheet while it talks to the customer.
- 03WorkflowsStart a workflow when “New Row Added” happens in Smartsheet, or use Smartsheet as any step on the canvas.
- 04AI employeesAn AI employee can find and use Smartsheet actions on its own, and ask for your approval before it sends or changes anything important.
Actions 6
Things Zoft can do in Smartsheet.
- Update RowUpdates an existing row.
- Add Row to SheetAdds new row to a sheet.
- Attach File to RowAdds a file attachment to a row.
- Find RowFinds rows in a specific sheet or across all accessible sheets using text queries with advanced filtering options.
- Find Sheet(s)Fetches existings sheets matching provided filter criteria.
- List Row AttachmentsGet all attachments for a specific row in a Smartsheet, including row and discussion-level attachments with comprehensive pagination and filtering options
Triggers 4
Events in Smartsheet that can start a workflow.
- Row UpdatedTriggers when an existing row is updated.
- New Row AddedTriggers when a new row is added.
- New Attachment AddedTriggers when a new attachment is added to a row or sheet.
- New Comment AddedTriggers when a new comment is added to a discussion on a sheet.
Setup
Connect Smartsheet in three steps.
- 01ConnectChoose Smartsheet in Connections and paste an API key from your Smartsheet account.
- 02Put it to workAdd Smartsheet as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Smartsheet on Zoft, answered.
What can Zoft do with Smartsheet?
Zoft supports 6 actions and 4 triggers for Smartsheet. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Smartsheet to Zoft?
Choose Smartsheet in Connections and paste an API key from your Smartsheet account.
Can a voice agent or chat agent use Smartsheet?
Yes. Once Smartsheet is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Smartsheet without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.