Connect Smartsheet and Appcues to Build Intelligent Automations

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Smartsheet

When this happens...

Choose an Action

Appcues

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Flow

New Flow

Retrieve Appcues flows created within the last specified number of minutes.

New Segment

New Segment

Fetch segments created within the specified number of minutes.

New Checklist

New Checklist

Retrieve checklists created within the specified recent time window for the connected Appcues account.

Do thisActions

Action is the task that follows automatically within your Smartsheet integrations.

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.

Create Workspace

Create Workspace

Creates a Workspace.

Send Row

Send Row

Sends a row via email.

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Frequently Asked Questions

How do I start an integration between Smartsheet and Appcues?

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

Can we customize how data from Smartsheet is recorded in Appcues?

Absolutely. You can customize how Smartsheet data is recorded in Appcues. This includes choosing which data fields go into which fields of Appcues, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Smartsheet and Appcues?

The data sync between Smartsheet and Appcues 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 Smartsheet to Appcues?

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 Smartsheet and Appcues?

Yes, you can set conditional logic to control the flow of data between Smartsheet and Appcues. 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.

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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Appcues

About Appcues

Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.

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