
When this happens...
New Row
Updated Row
New Attachment

Automatically do this!
Remove Tags From Contact
Add Note To Contact
Create Contact
Get Account Information
Get Teams
Create Tag
Add Tags to Contact
Update Contact
Find Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new row is added to a sheet.
Triggers when a row is updated in a sheet.
Triggers when a new attachment is added to a row.
Runs when contact is created
Triggers when a contact is deleted from your Contacts+ account.
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
Action is the task that follows automatically within your Smartsheet integrations.
Attaches a file to an existing row.
Copies a row from one sheet to another.
Moves a row from one sheet to another.
Adds discussion to a row.
Creates a Workspace.
Sends a row via email.
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To start, connect both your Smartsheet and Contacts+ accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartsheet triggers actions in Contacts+ (or vice versa).
Absolutely. You can customize how Smartsheet data is recorded in Contacts+. This includes choosing which data fields go into which fields of Contacts+, setting up custom formats, and filtering out unwanted information.
The data sync between Smartsheet and Contacts+ typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Smartsheet and Contacts+. 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 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 MoreContacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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