Integrations
Discussion List
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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…
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ServiceNow & Smartsheet: Bridge vs. Connector?
Hello Community! I am trying to understand the difference between the ServiceNow integration in Bridge and the recently released ServiceNow connector. Has anyone worked with either (or both) and would be willing to share their experience or use cases? For context, we currently use ServiceNow for intake but then manage…
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Create automations conversationally in Smart Assist or through your connected AI tools via MCP
September 10, 2026 There's a new way to build workflows in Smartsheet: just ask. Open Smart Assist or a connected AI tool using our MCP connectors (such as Claude or ChatGPT) and describe what you want in plain language, like "Send my team an approval request whenever a new row is added." AI now builds the automation for…
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A one - page guide: Workflows, Smart Assist, Smart Columns, Data Shuttle, DataMesh, MCP, Bridge, iPaaS or the API?
Hi All, A lot of the questions I see here come down to the same decision: which way should we build this? A native workflow, DataMesh, Bridge, Power Automate, the API? I put the options on one page to make that comparison easier. For each one it covers what it does, where it runs, how far it extends, what you get out of…
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What Smartsheet-specific instructions have improved your AI results?
Subject: What Smartsheet-specific instructions have improved your AI results? I’m curious what custom instructions or system prompts other Smartsheet users give their preferred AI assistant. Do you use AI to help create entire Workspaces, Smartsheet formulas, automations, Bridge workflows, APIs, dashboards, integrations…
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Business license to microsoft 0365 Entra ID login
Our org uses Microsoft Entra ID and the "fantastic" smartsheet AI only provides instructions to say that the microsoft admin needs to grant consent. But when I asked our infrastructure team that supports it, they have no idea what they're supposed to grant, because they don't see any authorization requests coming through.…
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I created a browser extension for Smartsheet!
Hi everybody, At my company we have specific needs from the platform due to having many complex Smartsheet systems set up. Our sheets commonly hit the 20,000 row/500,000 cell limit, have over 200 columns, tons of cross sheet references, etc. So I created a browser extension called sheetsmart! Some of the features: Sends…
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Dynamic View: Un-editable Fields
I am having an issue with Dynamic View treating (random) editable fields as "Read Only." In this instance, Dynamic View is treating a Date Field as if it were a "Read Only." In the first screen shot, you will see that the "Date Resolved" field is not marked as "Read Only" in the design mode, however, when you open the View…
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Google Docs Mail Merge with Smartsheet
Every time I clear my cookies/cache I can no longer mail merge with Google Docs using Smartsheet. I have to reach out to support every time and they take weeks to months to get back to me. I have tried re-authenticating but it does not work. Does anyone have a fix for this?
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Smartsheet Rally Integration
It would be nice to have a native connection to Rally application for those who don't have access to API for connections. Even Power BI does not have a native Rally Connector at this time causing a manual process for exporting Rally data to shuttle into Smartsheet. Thanks!