Integrate Customerly with Smartsheet
Send information between Customerly and Smartsheet automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Customerly and Smartsheet using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Workspace created
Triggers when a new workspace is created
Sheet added
Triggers when a new sheet is created
Row updated
Triggers when an existing row is updated
Row added
Triggers when a new row is added
Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
Share workspace
Shares an existing workspace with the specified users and groups
Add row to sheet
Adds a new row in the selected sheet
Copy workspace
Creates a copy of the specified workspace
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 Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
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What is Smartsheet?
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.
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