Connect Smartsheet and Affinda
Integrate Smartsheet with Affinda to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when Document Validation Completed in Affinda
Find sheet Row in Smartsheet when Document Validation Completed in Affinda
Add Attachment to Row in Smartsheet when Document Rejected by Affinda
Copy Row in Smartsheet when Document Rejected by Affinda
Move Row in Smartsheet when Document Rejected by Affinda
Popular Smartsheet + Affinda flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartsheet
When this happens...
New Row
Updated Row
New Attachment
Choose an action
Affinda
Automatically do this!
Upload a Document for Parsing
Create a Collection
Create a Workspace
Create a New Organization
Update a Workspace
Update an Organization
Delete a Collection
Update a Collection
Delete an Organization
Delete a Workspace
Add Attachment to Row in Smartsheet when Document Validation Completed in Affinda
Use this flowFind sheet Row in Smartsheet when Document Validation Completed in Affinda
Use this flowAdd Attachment to Row in Smartsheet when Document Rejected by Affinda
Use this flowCopy Row in Smartsheet when Document Rejected by Affinda
Use this flowMove Row in Smartsheet when Document Rejected by Affinda
Use this flowAdd Discussion to Row in Smartsheet when Document Rejected by Affinda
Use this flowCreate Workspace in Smartsheet when Document Rejected by Affinda
Use this flowDelete a Workspace in Affinda when New Row in Smartsheet
Use this flowUpload a Document for Parsing to Affinda when Updated Row in Smartsheet
Use this flowCreate a Collection in Affinda when Updated Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Affinda.
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.
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
Do thisActions
Action is the task that follows automatically within your Smartsheet integrations.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Affinda
Affinda is an AI-powered Document Parsing solution provider for the automation of high-volume document workflow including emails, contracts, invoices, forms, financial statements, and more.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartsheet and Affinda 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 Smartsheet and Affinda 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 Affinda. No coding required.
Yes. You can set up a workflow where Smartsheet triggers actions in Affinda, and a separate workflow where Affinda triggers actions in Smartsheet. 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 Smartsheet and Affinda. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet and Affinda integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
