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Smartsheet Make integrationAutomate Smartsheet with Make.
Can Make keep your Smartsheet rows, sheets and folders in order without copy-paste? The Smartsheet Make integration gives you 36 modules: 2 triggers, 31 actions and 3 searches. This page shows how to link your account, build a first scenario and pick the right module.
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What can the Smartsheet Make integration automate?
The Smartsheet Make integration links your Smartsheet account to Make so rows, sheets, folders and workspaces change without you touching them. You build a scenario, the automation itself: a chain of modules, each one a brick that watches, searches or acts in one app.
A project sheet that sets itself up. An account manager adds a row for a newly signed client. Watch Rows picks it up, Copy a Sheet duplicates your project template, and Create a Comment leaves a note on the row so the team knows the sheet exists.
Requests from other tools landing as rows. A form or a CRM sends data to Make, and Create a Row writes it into the right sheet. When the target sheet changes from one request to the next, Create a Row (mappable) lets you pass the Sheet ID from an earlier module.
Finished work filed away. Search Rows finds the rows your team marked done, Move Rows to Another Sheet sends them to the bottom of an archive sheet, and Download a Sheet exports a PDF, CSV or Excel copy you can mail or store.
What Make does not cover out of the box: anything outside the 36 listed modules. For those, Make an API Call reaches the rest of the Smartsheet API with the same connection. Smartsheet also has a node in n8n; the n8n vs Make comparison lays out the criteria. If you would rather learn the editor properly, the Make training starts from zero, and the Make review gives a wider view of the tool.
How do you connect Smartsheet to Make?
- 01
Add a Smartsheet module and open the connection
Before anything, you need an active Smartsheet account and an API access token. In your scenario, add any Smartsheet module and click Create a connection. A connection is your Smartsheet account linked to Make once, then reused by every Smartsheet module.
- 02
Name the connection
The Connection name field is optional, but worth filling. A label such as "Smartsheet ops team" tells you at a glance which account a module uses when you run several.
- 03
Paste your credentials and confirm
Enter the credentials copied from your Smartsheet account, or follow the on-screen instructions. For OAuth2, open Developer Tools from the account icon in Smartsheet, click Create New App, use the callback URI
https://www.integromat.com/oauth/cb/smartsheet, then copy the Client ID and Client secret.
Your first scenario: a project sheet for every new row
GoalWhen a new row lands in your Smartsheet intake sheet, Make copies your project template sheet.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big + to place the first module on the canvas.
- 02
Add Watch Rows
Search for Smartsheet, choose Watch Rows and link your account with Create a connection. Once connected, Make lists the sheets it can read: pick your intake sheet.
- 03
Add Copy a Sheet
Click the + on the right of Watch Rows, pick Copy a Sheet, select your template, then map values from the row bundle (a bundle is one item passed along, here one row) into the fields Make shows.
- 04
Test with Run once
Add a test row in the intake sheet, then click Run once. Open the bubble above each module to read the bundles it received and check that the copy appeared in Smartsheet.
- 05
Schedule and switch on
Watch Rows is scheduled, so the clock on the first module decides how often Make checks: every 15 minutes by default. Keep it or change it, then switch the scenario on.
What starts a Smartsheet scenario
2 modules start a scenario when something happens in Smartsheet. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Smartsheet as soon as it happens.
New Event
Instant triggerIn Make“Triggers when a new event occurs.”
New Event gets your scenario going the moment Smartsheet reports an event, without Make having to ask. It is the only instant trigger of the app, so it suits flows where a wait between checks would be annoying.
Watch Rows
Scheduled triggerIn Make“Triggers when a new row is added.”
Watch Rows hands your scenario every row newly added to a sheet, one bundle per row, ready to copy, file or forward. It is the natural starting point when a sheet works as an inbox for requests.
Every Smartsheet module, and when to reach for it
Smartsheet gives you 34 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Copy a Folder
- Copy a Sheet
- Copy a Workspace
- Create a Comment
- Create a Folder
- Create a Row
- Create a Row (mappable)
- Create a Sheet
- Create a User
- Create a Workspace
- Delete a Folder
- Delete a Row
- Delete a Sheet
- Delete a Workspace
- Download a Sheet
- Get a Folder
- Get a Row
- Get a Sheet
- Get a Workspace
- Get My Info
- Make an API Call
- Move a Folder
- Move a Sheet
- Move Rows to Another Sheet
- Update a Folder
- Update a Row
- Update a Row (mappable)
- Update a Summary Field
- Update a Workspace
- Update Cells
- Upload an Attachment
- Search Everything
- Search Rows
- Search Sheets
Copy a Folder
ActionIn Make“Creates a copy of the specified folder.”
Copy a Folder duplicates an entire folder, so a client or project starts with the same set of sheets as the last one. You build the model folder once and let Make clone it on demand.
Copy a Sheet
ActionIn Make“Creates a copy of the specified sheet.”
Copy a Sheet gives you a fresh duplicate of one sheet, which makes it the quickest way to turn a template into a live tracker. Reach for it instead of Create a Sheet when the columns and layout already exist somewhere.
Copy a Workspace
ActionIn Make“Creates a copy of the specified workspace.”
Copy a Workspace clones a whole workspace, the widest container in Smartsheet, with what it holds. It fits teams that hand each department or program its own space built on one pattern.
Create a Comment
ActionIn Make“Adds a comment to a discussion.”
Create a Comment posts a message into a Smartsheet discussion, so the people who live in the sheet see what the automation did without opening Make. It closes the loop on the human side.
Create a Folder
ActionIn Make“Creates a folder. A folder can be created in the user's Sheets folder (Home), in another folder, or in a workspace.”
Create a Folder makes an empty folder in one of three places: your Sheets folder (Home), inside another folder, or in a workspace. Choose it over Copy a Folder when you only need the container, not a model's content.
Create a Row
ActionIn Make“Inserts a row into the specified sheet.”
Create a Row inserts one row in a sheet you pick from the list, turning data from another app into a line your team can track. It is the everyday module for feeding Smartsheet.
Create a Row (mappable)
ActionIn Make“Inserts a row to the specified sheet. Use this module if you need to map the Sheet ID.”
Create a Row (mappable) also inserts a row, but lets you feed the Sheet ID from an earlier module instead of picking one sheet in a list. That turns one scenario into a router for many sheets.
Create a Sheet
ActionIn Make“Creates a sheet.”
Create a Sheet produces a new sheet from scratch, useful when no template exists or when you want to define it inside the scenario. For a copy of an existing layout, Copy a Sheet is less work.
Create a User
ActionIn Make“Adds a user to the organization account.”
Create a User adds a person to your Smartsheet organization account, so onboarding in another tool can open their access at the same time. It saves the admin a manual step per hire.
Create a Workspace
ActionIn Make“Creates a workspace.”
Create a Workspace sets up an empty workspace, the top-level space where folders and sheets of one team or program live. Prefer it to Copy a Workspace when each space should start blank.
Delete a Folder
ActionIn Make“Deletes the specified folder (and its contents).”
Delete a Folder removes a folder and everything inside it, which clears finished projects out of the way. It is a cleanup module, rarely the heart of a scenario.
Delete a Row
ActionIn Make“Deletes the specified row.”
Delete a Row takes one row out of a sheet, handy when a request is cancelled in another tool and the line should not linger. For keeping a trace, Move Rows to Another Sheet is gentler.
Delete a Sheet
ActionIn Make“Deletes the specified sheet.”
Delete a Sheet removes one sheet, useful for temporary sheets a scenario created for a single job. It keeps folders from filling with leftovers.
Delete a Workspace
ActionIn Make“Deletes the specified workspace.”
Delete a Workspace removes a whole workspace, the largest thing you can delete from Make in this app. It belongs at the very end of a lifecycle, once everything worth keeping is out.
Download a Sheet
ActionIn Make“Gets the sheet in PDF, CSV, or Excel, based on the Sheet ID.”
Download a Sheet pulls a sheet out as a PDF, CSV or Excel file from its Sheet ID, ready to attach to an email or store in a drive. It turns a living sheet into a snapshot.
Get a Folder
ActionIn Make“Gets the specified folder (and lists its contents).”
Get a Folder reads one folder and lists what it contains, so the next modules know which sheets sit inside. It is a lookup, it changes nothing.
Get a Row
ActionIn Make“Gets the specified row.”
Get a Row fetches the current content of one row, which gives you fresh values rather than what a trigger saw earlier. Use it when the row ID is known and you need the latest state.
Get a Sheet
ActionIn Make“Gets the specified sheet.”
Get a Sheet reads one sheet so later modules can work with what it holds. It is the read step before a report, a copy or a comparison.
Get a Workspace
ActionIn Make“Gets the specified workspace (and lists its contents).”
Get a Workspace reads a workspace and lists its contents, giving you an inventory of the folders and sheets of one team. Nothing is modified.
Get My Info
ActionIn Make“Gets the current user information.”
This lookup returns the details of the Smartsheet user behind the connection. It answers a simple question: which account is this scenario really using?
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call reaches any endpoint of the Smartsheet API with the connection you already set up, so a missing module is rarely a dead end. It is the fallback, not the first choice.
Move a Folder
ActionIn Make“Moves the specified folder to a new location.”
Move a Folder relocates a folder to a new place, keeping its content intact. It lets your folder tree follow the stage of a project without anyone dragging things around.
Move a Sheet
ActionIn Make“Moves the specified sheet to a new location.”
Move a Sheet sends one sheet to another location, which is lighter than moving the whole folder around it. Choose it when only a single tracker changes hands.
Move Rows to Another Sheet
ActionIn Make“Moves rows from one sheet to (the bottom of) another sheet.”
Move Rows to Another Sheet takes rows out of one sheet and places them at the bottom of another. The active sheet stays short, and nothing is lost, unlike Delete a Row.
Update a Folder
ActionIn Make“Updates the specified folder.”
Update a Folder changes an existing folder, so its details stay in line with what happens in your other tools. It edits in place rather than creating a new one.
Update a Row
ActionIn Make“Updates the specified row.”
Update a Row edits a row that already exists, so the sheet reflects what just happened elsewhere. It is the module that keeps statuses honest.
Update a Row (mappable)
ActionIn Make“Updates a row in the specified sheet. Use this module if you need to map the Sheet ID.”
Update a Row (mappable) edits a row just like Update a Row, except the Sheet ID comes from earlier data. One scenario can then update rows across many sheets.
Update a Summary Field
ActionIn Make“Updates a summary field.”
Update a Summary Field changes a value in the summary of a sheet, the zone that holds project-level information rather than line by line data. It keeps the headline numbers current.
Update a Workspace
ActionIn Make“Updates the specified workspace.”
Update a Workspace edits an existing workspace, keeping the top-level space aligned with changes decided elsewhere. It avoids recreating a space just to fix its details.
Update Cells
ActionIn Make“Updates cells in a specified sheet.”
Update Cells writes new values into cells of a sheet, a narrower gesture than rewriting a full row. Pick it when only one or two values change.
Upload an Attachment
ActionIn Make“Upload a file to sheets, rows, and comments.”
Upload an Attachment puts a file on a sheet, a row or a comment, so the document sits next to the line it concerns. No more hunting for the contract in a separate drive.
Search Everything
SearchIn Make“Searches all sheets that the user can access, for the specified text.”
Search Everything looks for a piece of text across every sheet the connected user can open. It is the wide net, for when you do not know where something lives.
Search Rows
SearchIn Make“Returns rows that match the given criteria.”
Search Rows returns the rows that meet your criteria, which is how a scenario finds the line to update before it edits it. It is the usual partner of Update a Row.
Search Sheets
SearchIn Make“Searches a sheet for the specified text.”
Search Sheets looks for text inside one sheet you name, narrower and more predictable than Search Everything. Use it when you know the sheet but not the row.
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