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Celonis Product Documentation

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

  1. Log in to your Celonis platform 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.

    If requested, use the following Redirect URI when creating your custom app:

  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 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

Searches
  • 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.