Smartsheet ​

Smartsheet enables you to collaborate and manage workflows effectively. You can plan, capture, manage, automate, and report on work across your organizations.

API version ​

Smartsheet's connector uses Smartsheet's API 2.0 for integration. For more information, refer to Smartsheet's API documentation.

Connection setup ​

Follow these steps to set up a Smartsheet connection in Workato:

1

Enter a unique Connection name to identify your Smartsheet account within Workato.

Smartsheet connectionName your connection

2

Click Advanced settings to show or hide additional options depending on your requirements.

3

Select the necessary Requested permissions (OAuth scopes) for the connection. If you leave this field blank, the connection defaults to the minimum required permissions, which are READ_SHEETS, WRITE_SHEETS, and ADMIN_WEBHOOKS.

4

Review all information you entered to ensure it is correct, including the connection name and selected permissions.

5

Optional. Use the Custom OAuth profile drop-down menu to select a custom OAuth profile for your connection.

6

Click Connect to authorize a connection between Workato and your Smartsheet account. This action opens a Smartsheet login window to complete the authorization.

Smartsheet connectionAuthorize your connection

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