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Create business workflows for Smartsheet without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Smartsheet workflows

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Store new Zoho Forms responses in Smartsheet

Zoho Forms + Smartsheet

Log new form responses into your project management app automatically. Use this flow to store new Zoho Forms responses in a Smartsheet sheet.

How it works
1. A new form response is received in Zoho Forms.
2. Zoho Flow stores the response in Smartsheet.
View flow detail
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Log and record all Cliniko patient invoices in SmartSheet.

Cliniko + Smartsheet


Automate your documentation and data management tasks, so that all your data is accessible in one place. This flow will log and record all of a patient's invoices in Smartsheet when an invoice is generated in Cliniko.

How it works

1) A new invoice is generated in Cliniko.
2) Zoho Flow will log and record the invoice in Smartsheet.
View flow detail
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Add hired candidates from JazzHR to a Smartsheet sheet

Jazz HR + Smartsheet

Automatically add hired candidates in your HR management application to a spreadsheet. This flow adds hired candidates from JazzHR to a Smartsheet sheet.

How it works
1) A candidate is hired in JazzHR.
2) Zoho Flow adds the candidate to a Smartsheet sheet.
View flow detail
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Store all new Livestorm registrants in SmartSheet

Livestorm + Smartsheet


Maintaining a list of all your registants is important, not only to have an accurate count but also to easily access their details in one space. This flow will add and update the registrant list in Smartsheet when a new registration takes place in Livestorm.

How it works
1) A new registration takes place in Livestorm.
2) Zoho Flow adds and updates the list in Smartsheets.
View flow detail
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Create a log in Smartsheet for all successful transactions in Paystack.

Paystack + Smartsheet


Help your finance team track revenue by automating the process of logging all successful transactions. This flow will create a log in Smartsheet for all successful transactions in Paystack.

How it works

1) A successful transaction is made in Paystack.
2) Zoho Flow will create a log of it in Smartsheet.
View flow detail
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Add new Workast tasks to a Smartsheet spreadsheet

Workast + Smartsheet

Add new tasks to a spreadsheet automatically. This flow adds new Workast tasks to Smartsheet spreadsheets.

How it works
1) A new task is created in Workast.
2) Zoho Flow adds the task to a Smartsheet spreadsheet.
View flow detail
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Add rows in SmartSheet for new milestones in Zoho BugTracker

Zoho BugTracker + Smartsheet

Log new milestones on your bug tracker application to another app automatically. This flow adds new milestones in Zoho BugTracker to SmartSheet, as new rows.

How it works
1. A new milestone is created in Zoho BugTracker.
2. Zoho Flow adds new the milestone to SmartSheet.
View flow detail
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Add new QuickTapSurvey responses to Smartsheet

QuickTapSurvey + Smartsheet

Automatically add new survey responses to your project management application. This flow adds new QuickTapSurvey responses to a SmartSheet sheet.

How it works
1. A new survey response is received in QuickTapSurvey.
2. Zoho Flow stores the response in Smartsheet.
View flow detail
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Create a log in Smartsheet when a subscriber is deleted in SendPluse.

SendPulse + Smartsheet


Automate the process of maintaining a database of deleted subscribers from your marketing activities. This flow will create a log in Smartsheet when a subscriber is deleted in SendPulse.

How it works

1) A subscriber is deleted in SendPulse.
2) Zoho Flow will log it in Smartsheet.
View flow detail
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Create a new record in Smartsheet for escalated signals in SIGNL4

SIGNL4 + Smartsheet


Sometimes we miss customer service requests, which can result in an escalation. To make sure this doesn't happen again, you can keep a record of the incident and find a solution with your team. This flow will automatically create a new record in Smartsheet when a signal is escalated in SIGNL4.

How it works

1) A signal is escalated in SIGNL4.
2) Zoho Flow will create a record of it in Smartsheet.
View flow detail
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Add new employees in SmartHR to Smartsheet

SmartHR + Smartsheet

Automatically add new employees from your HR app to your project management application. This flow adds new employees from SmartHR to Smartsheet.

How it works
1) An employee is added to SmartHR.
2) Zoho Flow adds the employee to Smartsheet.
View flow detail
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Email notifications for updated rows in Smartsheet

Smartsheet + Send Email

Get email notifications where there’s an update in your project management application. This flow delivers email notifications every time a row is updated in Smartsheet.

How it works
1. A row is updated in Smartsheet.
2. Zoho Flow sends an email notification about the update.
View flow detail
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Create new tasks in Google Tasks for new issues in Smartsheet

Smartsheet + Google Tasks

Automatically create a new task in your task management application every time there’s a new issue in your project management application. This flow creates a new task in Google Tasks every time there’s a new issue in Smartsheet.

How it works
1. A new issue is created in Smartsheet.
2. Zoho Flow adds the issue as a task in Google Tasks.
View flow detail
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Notify your team through a private channel message in Zoho Cliq when a new comment is added to Smartsheet

Smartsheet + Zoho Cliq

Stay up-to-date on the project's progress through automated messages in your business communication software. This flow will send a private channel message in Zoho Cliq whenever a new comment is added to Smartsheet.

How it works
  1. The flow triggers when a new comment is added in Smartsheet.
  2. Zoho Flow posts a message in a channel in Zoho Cliq.
View flow detail
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Inform the team via a private channel message in Rocket.Chat whenever a new comment is posted in Smartsheet

Smartsheet + Rocket.Chat

Stay up-to-date on the project's progress through automated messages in your team collaboration platform. This flow will send a private channel notification in Rocket.Chat whenever there's a new comment added in Smartsheet.

How it works
  1. The flow triggers when a new comment is added in Smartsheet.
  2. Zoho Flow sends a message in the specified channel in Rocket.Chat.
View flow detail
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Send private channel notification in Slack for new comments added in Smartsheet

Smartsheet + Slack

Keep your team updated on project progress with instant notifications in your messaging app. This flow will send a private channel message in Slack whenever a new comment is added to Smartsheet.

How it works
  1. The flow triggers when a new comment is added in Smartsheet.
  2. Zoho Flow sends a message to the selected private channel in Slack.
View flow detail

Build your own Smartsheet integrations

Connect Smartsheet with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Smartsheet workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Comment added

Triggers when a new comment is added

Workspace created

Triggers when a new workspace is created

Row updated

Triggers when an existing row is updated

Row added

Triggers when a new row is added

Sheet added

Triggers when a new sheet is created

All Actions - Actions are the automated tasks

Copy workspace

Creates a copy of the specified workspace

Add row to sheet

Adds a new row in the selected sheet

Share workspace

Shares an existing workspace with the specified users and groups

Share sheet

Shares an existing sheet with the specified users and groups

Update row

Updates the details of the specified row

Fetch row

Fetches the details of the specified row

What is Smartsheet?

Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.

Project Management Spreadsheet

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Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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Toto

Technical Engineer, Master Liveaboards

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