Connect Microsoft Excel and Smartsheet
Integrate Microsoft Excel with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Microsoft Excel + Smartsheet flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Find Row in Microsoft-excel when New Row in Smartsheet
Use this flowCreate Spreadsheet in Microsoft-excel when New Row in Smartsheet
Use this flowUpdate Row in Microsoft-excel when New Row in Smartsheet
Use this flowAdd Row To Table in Microsoft Excel when New Row in Smartsheet
Use this flowFind Row in Microsoft-excel when Updated Row in Smartsheet
Use this flowUpdate Row in Microsoft-excel when Updated Row in Smartsheet
Use this flowAdd Row To Table in Microsoft Excel when Updated Row in Smartsheet
Use this flowFind Row in Microsoft-excel when New Attachment in Smartsheet
Use this flowCreate Spreadsheet in Microsoft-excel when New Attachment in Smartsheet
Use this flowUpdate Row in Microsoft-excel when New Attachment in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and Smartsheet.
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Excel and Smartsheet workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and Smartsheet accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and Smartsheet as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartsheet. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in Smartsheet, and a separate workflow where Smartsheet triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
