Add Ons and Integrations

Add Ons and Integrations

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

If you have Bridge, what are you using it for?

Community Champion
edited 08/07/23 in Add Ons and Integrations

We just got Bridge, as I try and learn it, I am trying to think of all the use cases. Also, has anyone done anything with Bridge and Data Tables together?

Joe Goetschel | Associate Director, Smartsheet

CrossCountry Consulting - Smartsheet Platinum Partner

Email me!

"The only real limitation of Smartsheet is the level of effort required to achieve your goal."

Answers

  • Overachievers

    Following. We are upgrading to Advance with our next renewal, and I am already building my Bridge wish list. 😃

  • Community Champion

    @Joe Goetschel great thread to start as I too am keen to learn how people are using Bridge.

    I am only just beginning to use Bridge, a few use cases below:

    • Since Smartsheet has no inherent way to filter on a dashboard, we have connected Smartsheet to PowerBI and have built dashboards in PBI with filters, complex charts etc. These PBI dashboards are in turn embedded in a Smartsheet dashboard for consistency. However, there are times when team members want to click on a link in PBI and be taken to the appropriate Smartsheet row/item. So I use Bridge to add a row link when a row is created in Smartsheet. That row link is then pulled into PBI so that users can click on the link which opens Smartsheet.
    • I have used Bridge for daily "Today" updates as per this Help article
    • I use Bridge to update dropdown columns as per this Help article, although I switch between Bridge and Data Shuttle when doing this (I find the latter is quicker to set up)
    • Using Bridge for Row Autosort as per this Help article

    I am not a programmer and don't have much knowledge around API usage etc. so a lot of trial & error and internet searching!

  • Community Champion

    @Neil Watson Thank you this was super helpful!

    I have a lot of uses cases I plan to use Bridge for, but I need to learn how to use it first!

    • I plan to link it to NetSuite to pull data into Smartsheet for bidirectional updates, (Netsuite isn't as user friendly as Smartsheet.)
    • We are going to link in our Service Platform (MIS Service Pro) to be able to use Smartsheet to send notifications, as well as get all service-related items on customer dashboards
    • Everything you stated above, I want to do :)
    • I have to come up with a workaround to get data into data tables from other systems. This one will be complicated but I think I can take it into a sheet and trigger data shuttle to put into datatable and then delete the rows once complete? (Idea right now but I'll get there)

    Joe Goetschel | Associate Director, Smartsheet

    CrossCountry Consulting - Smartsheet Platinum Partner

    Email me!

    "The only real limitation of Smartsheet is the level of effort required to achieve your goal."

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