Smartsheet
With Smartsheet modules in Celonis platform, you can manage the folders, sheets, rows, and workspaces in your Smartsheet account.
To use the Smartsheet modules, you must have a Smartsheet account. You can 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 Celonis platform
To establish the connection in Celonis platform:
https://auth.redirect.celonis.cloud/oauth/cb/smartsheet
Log in to your Celonis platform account, add a Smartsheet module to your Action Flow, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
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.
If requested, use the following Redirect URI when creating your custom app:
Click Save.
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:
New Event
Required Permissions: ADMIN_WEBHOOKS
Watch Rows
Required Permissions: READ_SHEETS
Copy a Folder
Required Permissions: ADMIN_WORKSPACES
Copy a Sheet
Required Permissions: CREATE_SHEETS
Copy a Workspace
Required Permissions: ADMIN_WORKSPACES
Create a Comment
Required Permissions: WRITE_SHEETS
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 User
Required Permissions: ADMIN_USERS
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
Download a Sheet
Required Permissions: READ_SHEETS
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 a Workspace
Required Permissions: READ_SHEETS
Get My Info
Required Permissions: READ_USERS
Make an API Call
Move a Folder
Required Permissions: ADMIN_WORKSPACES
Move a Sheet
Required Permissions: CREATE_SHEETS
More Rows to Another Sheet
Required Permissions: WRITE_SHEETS
Update a Folder
Required Permissions: ADMIN_WORKSPACES
Update a Row
Required Permissions: WRITE_SHEETS
Update a Row (mappable)
Required Permissions: WRITE_SHEETS
Update a Summary Field
Required Permissions: ADMIN_SHEETS
Update a Workspace
Required Permissions: ADMIN_WORKSPACES
Update Cells
Required Permissions: WRITE_SHEETS
Upload an Attachment
Required Permissions: WRITE_SHEETS
Search Everything
Required Permissions: READ_SHEETS
Search Rows
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.