Connect Copy.ai and Smartsheet to Build Intelligent Automations

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Copy.ai

When this happens...

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Smartsheet

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Completed Workflow Run

Completed Workflow Run

Triggers when a Workflow Run is completed.

New Row

New Row

Triggers when a new row is added to a sheet.

Updated Row

Updated Row

Triggers when a row is updated in a sheet.

New Attachment

New Attachment

Triggers when a new attachment is added to a row.

Request a new Trigger for Copy.ai

Do thisActions

Action is the task that follows automatically within your Copy.ai integrations.

Get All Workflow Runs

Get All Workflow Runs

You can view the details of all workflow runs for a workflow.

Start a Workflow Run

Start a Workflow Run

Starting a Workflow Run.

Add Attachment to Row

Add Attachment to Row

Attaches a file to an existing row.

Copy Row

Copy Row

Copies a row from one sheet to another.

Move Row

Move Row

Moves a row from one sheet to another.

Add Discussion to Row

Add Discussion to Row

Adds discussion to a row.

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Frequently Asked Questions

How do I start an integration between Copy.ai and Smartsheet?

To start, connect both your Copy.ai and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in Copy.ai triggers actions in Smartsheet (or vice versa).

Can we customize how data from Copy.ai is recorded in Smartsheet?

Absolutely. You can customize how Copy.ai 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.

How often does the data sync between Copy.ai and Smartsheet?

The data sync between Copy.ai and Smartsheet typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copy.ai to Smartsheet?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copy.ai and Smartsheet?

Yes, you can set conditional logic to control the flow of data between Copy.ai 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.

Copy.ai

About Copy.ai

Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.

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Smartsheet

About 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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