Connect Apex27 and Smartsheet to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Update Contact
New Lead
Update Lead
New Listings
Updated Listings
Choose an Action
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Ready to use Apex27 and Smartsheet automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
New Listings
Triggers when a listings is created.
Updated Listings
Triggers when a listings is updated.
Do thisActions
Action is the task that follows automatically within your Apex27 integrations.
Create Contact
Creates a new contact
Find Contact
Finds a specific contact reference by the ID
Find Listing
Returns the listing specified by the ID.
Upload Image for Listing
Uploads an image to a listing
Upload Document for Listing
Uploads a document to a specified listing
Create Lead
Creates a lead
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Frequently Asked Questions
To start, connect both your Apex27 and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Apex27 triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how Apex27 data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.
The data sync between Apex27 and Smartsheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apex27 and Smartsheet. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn MoreAbout Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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