Integrations Smartsheet Better Agency
Smartsheet + Better Agency

Connect Smartsheet and Better Agency to Build Intelligent Automations

Choose a Trigger

Smartsheet

When this happens...

Choose an Action

Better Agency

Automatically do this!

Enable Integrations or automations with these events of Smartsheet and Better Agency

Enable Integrations or automations with these events of Smartsheet and Better Agency

Triggers

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 Smartsheet

Actions

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 Better Agency?

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

Can we customize how data from Smartsheet is recorded in Better Agency?

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

How often does the data sync between Smartsheet and Better Agency?

The data sync between Smartsheet and Better Agency 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 Better Agency?

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 Better Agency?

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

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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