Apps, Integrations, and Add Ons

Ask questions about apps such as Dynamic View, DataMesh, Pivot App, Calendar App, WorkApps, or Resource Management. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Discussion List

  • lookup in smartsheet within a zapier flow
    In Apps, Integrations, and Add Ons
    Does anyone know how to do a lookup in smartsheet within a Zapier flow? Something similar to a Google Sheet lookup functionality?
    Accepted
    47 2
    Accepted Answer 47 views 2 comments Most recent by Ross Novotny
  • Using Zapier + Smartsheet to manage attachments from SS to other apps
    In Apps, Integrations, and Add Ons
    I use Zapier + SS for many things, and its pretty awesome overall...one thing I can't quite figure out is how to pull attachments in SS rows into Zaps, so that the actual file is sucked into a Zap and uploaded/saved etc. in another app lik…
    Answered - Pending Review
    55 3
    Answered - Pending Review 55 views 3 comments Most recent by Ross Novotny
  • DataMesh Error
    In Apps, Integrations, and Add Ons
    I'm getting 784: unexpected token at 'Too many requests'. Any ideas on what that means or how to resolve? Thanks!
    Answered - Pending Review
    24 1
    Answered - Pending Review 24 views 1 comment Most recent by Krissia B
  • Attachments can't be saved to Smartsheet through outlook add-in
    In Apps, Integrations, and Add Ons
    When I save a outlook email into smartsheet, the attachments from outlook also need to saved. But when I click Save button, it shows 401 unauthorized and can't save. It works when attachments unchecked.
    Answered - Pending Review
    21 1
    Answered - Pending Review 21 views 1 comment Most recent by Genevieve P.
  • Assigning Docusign roles to Smartsheet Columns
    In Apps, Integrations, and Add Ons
    I'm stuck at Step 4. Does it not let me assign from this page? Do I have to add a formula in the Smartsheet to do this?
    Answered - Pending Review
    38 3
    Answered - Pending Review 38 views 3 comments Most recent by Genevieve P.
  • smartsheet and docusign
    In Apps, Integrations, and Add Ons
    I am having a hard time linking my smartsheet with docusign. My smartsheet will generate my document. I would then like to use docusign to send it for signature. Any help would be appreciated.
    Answered - Pending Review
    30 3
    Answered - Pending Review 30 views 3 comments Most recent by Genevieve P.
  • Is anyone having issues with Data Shuttle?
    In Apps, Integrations, and Add Ons
    My workflows are not pulling in this month's data. These are not set on a schedule. I manually run them each month because my date fluctuates. No matter how many times I run, edit, or update, it will not pull in the current data. Anyone el…
    Answered - Pending Review
    36 5
    Answered - Pending Review 36 views 5 comments Most recent by Genevieve P.
  • Adding Active URL Hyperlinks into Dynamic View
    In Apps, Integrations, and Add Ons
    Hi, I am attempting to create a Dynamic View that is built off of a report to show current user tasks. In the report, I included the "Sheet Name" column so that you are able to click on the Sheet Name link and it will take you to…
    Answered - Pending Review
    30 1
    Answered - Pending Review 30 views 1 comment Most recent by Genevieve P.
  • Dynamic view: Save button is greyed out
    In Apps, Integrations, and Add Ons
    Hello,  I currently facing an issue in Dynamic View. I shared Dynamic view to my teams and external stakeholders without sharing sourcing sheet. However, some people are ok to make edit in Dynamic view, but some can't, their save icon is g…
    Accepted
    26 1
    Accepted Answer 26 views 1 comment Most recent by Genevieve P.
  • Smartsheets as replacement for jira _ software dev
    In Apps, Integrations, and Add Ons
    Hi Everyone Question: Are there any plans to enable smartsheets to be used within a multi functional software dev team?, Specifically, allowing rich stories/cards (multi media, a good amount of text, flexible formatting, easy creation/adap…
    Answered - Pending Review
    28 1
    Answered - Pending Review 28 views 1 comment Most recent by Genevieve P.