Add Ons and Integrations

Add Ons and Integrations

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Power Automate and Smartsheet

I want to use Power Automate to send a professionally formatted email with Smartsheet data embedded in it. For example, Power Automate would receive the person's name, email, and pre-filled form's link text (instead of a long URL) and compose/send an email. I know Zapier can do this, but our team doesn't want to pay for it.

Does anyone have experience building automations with Power Automate and the coding for composing json arrays and parsing jsons for emails? Any resources someone could point me to? If I figure out how to do it I will share on this thread.

Best Answers

  • Community Champion
    Answer ✓

    Hi @Lieueez

    Though not professionally formatted, I experimented with Power Automate to get data from Smartsheet and send an email using Power Automate's code view feature in the Send an email (v2) action, to answer the following.

    As I'm new to Power Automate, I used a combination of Filter Array and Composer to get a column ID.

    To get a cell value to use in an email, I first used Filter Array to get the columns.

    Then, I used the composer to get the columnID;

    first(body('urlColumn'))?['id']

    Then, in this example, in the "Apply to each Row(s)" & "For each cell(s)", I checked if a checkbox is checked.

    If so, get the cell values using the column ID to get the value.

    Again, I used the Filter Array & Composer to get the value.

    first(body('SendEmailRowUrlCells'))?['value']

    Finally, use the code view feature </> to use those values or Outputs in the Body of an email.

  • ✭✭✭✭✭
    edited 03/07/25 Answer ✓

    Hi, @Lieueez,

    We currently do this via a couple of methods.

    In the first example (#1), a Smartsheet automated workflow moves the row into a sheet that the Power Automate (PA) flow is monitoring. The new row triggers the PA flow. This flow sends a rich text email (with attachment) to the client and creates an event in the Outlook calendar. An automated workflow moves the row back into the original sheet at the end of the day.

    The second example (#2) is used when we need to send a Smartsheet attachment and an update request to the client. In this approach, a Smartsheet automated workflow sends a notification to an internal email account. The alert includes the row’s attachments. The Power Automate flow parses the email body for the necessary information and generates the rich text email.

    Hope this helps!

Answers

  • Community Champion
    Answer ✓

    Hi @Lieueez

    Though not professionally formatted, I experimented with Power Automate to get data from Smartsheet and send an email using Power Automate's code view feature in the Send an email (v2) action, to answer the following.

    As I'm new to Power Automate, I used a combination of Filter Array and Composer to get a column ID.

    To get a cell value to use in an email, I first used Filter Array to get the columns.

    Then, I used the composer to get the columnID;

    first(body('urlColumn'))?['id']

    Then, in this example, in the "Apply to each Row(s)" & "For each cell(s)", I checked if a checkbox is checked.

    If so, get the cell values using the column ID to get the value.

    Again, I used the Filter Array & Composer to get the value.

    first(body('SendEmailRowUrlCells'))?['value']

    Finally, use the code view feature </> to use those values or Outputs in the Body of an email.

  • ✭✭✭✭✭
    edited 03/07/25 Answer ✓

    Hi, @Lieueez,

    We currently do this via a couple of methods.

    In the first example (#1), a Smartsheet automated workflow moves the row into a sheet that the Power Automate (PA) flow is monitoring. The new row triggers the PA flow. This flow sends a rich text email (with attachment) to the client and creates an event in the Outlook calendar. An automated workflow moves the row back into the original sheet at the end of the day.

    The second example (#2) is used when we need to send a Smartsheet attachment and an update request to the client. In this approach, a Smartsheet automated workflow sends a notification to an internal email account. The alert includes the row’s attachments. The Power Automate flow parses the email body for the necessary information and generates the rich text email.

    Hope this helps!

  • ✭✭✭

    Hi @Toufong Vang

    Thank you! I can see how both of these solutions would work for us in different situations. I'm going to try the second example first, because I have a project I need it for. I hope I can get it working, thanks for your help!

  • ✭✭✭

    Hi @jmyzk_cloudsmart_jp

    Thank you! I'm trying out both of the answers posted and seeing what works. I'm not very familiar with coding, so it is a bit of a tangle for me to figure out. It is really helpful to see the detailed examples.

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