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Celonis Product Documentation

Smartsheet (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice. Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

With Smartsheet modules in Execution Management System, you can watch, create, update, list, and/or delete folders, sheets, rows, and workspaces in your Smartsheet account.

To get started with Smartsheet, create an account at smartsheet.com.

Refer to the Smartsheet API documentation for a list of available endpoints.

Note

Smartsheet connections are limited to Smartsheet's default/global regions, which does not encompass the EU. It is not possible to connect to a Smartsheet account with an EU domain at this time.

Connect Smartsheet to Execution Management System

To establish a connection to a Smartsheet account with a default/global region domain (excluding the EU region):

  1. Log in to your Execution Management System account, add a Smartsheet module to your Action Flow, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and manually add scopes and/or enter your custom app client credentials. For more information, refer to the Smartsheet OAuth Walkthrough documentation and use the following information:

    Redirect URI

    https://www.integromat.com/oauth/cb/smartsheet

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Action Flow and add more Smartsheet modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Smartsheet Action Flows

After connecting the app, you can perform the following actions:

Triggers

  • New Event

    Required Permissions: ADMIN_WEBHOOKS

  • Watch Rows

    Required Permissions: READ_SHEETS

Actions

  • Copy a Folder

    Required Permissions: ADMIN_WORKSPACES

  • Copy a Sheet

    Required Permissions: CREATE_SHEETS

  • Copy a Workspace

    Required Permissions: ADMIN_WORKSPACES

  • Create a Folder

    Required Permissions: ADMIN_WORKSPACES

  • Create a Row

    Required Permissions: WRITE_SHEETS

  • Create a Row (mappable)

    Required Permissions: WRITE_SHEETS

  • Create a Sheet

    Required Permissions: CREATE_SHEETS

  • Create a Workspace

    Required Permissions: ADMIN_WORKSPACES

  • Delete a Folder

    Required Permissions: ADMIN_WORKSPACES

  • Delete a Row

    Required Permissions: WRITE_SHEETS

  • Delete a Sheet

    Required Permissions: DELETE_SHEETS

  • Delete a Workspace

    Required Permissions: ADMIN_WORKSPACES

  • Get a Folder

    Required Permissions: READ_SHEETS

  • Get a Row

    Note: For information regarding mapping cells from this module, see the Mapping Cells From the Get a Row Module section.

    Required Permissions: READ_SHEETS

  • Get a Sheet

    Required Permissions: READ_SHEETS

  • Get My Info

    Required Permissions: READ_USERS

  • Get a Workspace

    Required Permissions: READ_SHEETS

  • Move a Folder

    Required Permissions: ADMIN_WORKSPACES

  • Move a Sheet

    Required Permissions: CREATE_SHEETS

  • Update a Folder

    Required Permissions: ADMIN_WORKSPACES

  • Update a Row

    Required Permissions: WRITE_SHEETS

  • Update a Workspace

    Required Permissions: ADMIN_WORKSPACES

  • Move Rows to Another Sheet

    Required Permissions: WRITE_SHEETS

  • Update a Row (mappable)

    Required Permissions: WRITE_SHEETS

  • Update Cells

    Required Permissions: WRITE_SHEETS

  • Update a Webook Status (internal)

  • Make an API Call

  • Create a Comment

    Required Permissions: WRITE_SHEETS

  • Upload an Attachment

    Required Permissions: WRITE_SHEETS

  • Download a Sheet

    Required Permissions: READ_SHEETS

  • Create a User

    Required Permissions: ADMIN_USERS

  • Update a Summary Field

    Required Permissions: ADMIN_SHEETS

Searches

  • Search Everything

    Required Permissions: READ_SHEETS

  • Search Sheets

    Required Permissions: READ_SHEETS

Mapping Cells From the Get a Row Module

When the Sheet field has been mapped, then Cells (array) must be used for mapping the cells from the Get a Row module. Do not use Cells (collection)!

This is due to the Sheet field being dynamic, without a static value. This means it is not possible to load values during Action Flow creation. Cells (collection) will be different for every Sheet ID, therefore it cannot be used for mapping.