PROCESIO
OverviewPlatform ActionsIntegrations & DemosCustom ActionsDeveloperโ€™s Guide

SmartSheet

Smartsheet is a work execution platform that empowers organizations to plan, track, automate, and report on work. It is an online spreadsheet appโ€ฆ

Smartsheet is a work execution platform that empowers organizations to plan, track, automate, and report on work. It is an online spreadsheet app thatย lets you create and format spreadsheets and work withย other people.

SmartSheet configuration

1. Navigate to your SmartSheetย account.

2. Click Apps & Integrations from the Account button, located in the bottom left side.

3. From the Personal Settings select the section API Access an click Create new access token.

4. Give the token a name and click OK.

5. The token that you will receive will be displayed only once.

Create the credential

1. Navigate to theย Credentials Managerย section.

2. Select theย Add Newย button from the upper right corner.

3. Give aย Nameย to the newly created connection, selectย Rest Apiย Configurationย from theย Credential Typeย dropdown and optionally add theย Description.

3. Add the connection data like in the screen using the password you generated in your smartsheet account.

4. Testย andย Saveย the connection.

Create and configure the process

1. Select the Rest API credential you just created.

2. Add the Rest API configurations like in the screenshot:

Use the smartsheet api documentation to find the endpoint you wish to use and the configurations needed.

The above call reads a sheet, the number at the end is the sheet ID.

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