Connect Smartsheet and dialog insight to Build Intelligent Automations
Choose a Trigger
When this happens...
New Row
Updated Row
New Attachment
Choose an Action
Automatically do this!
- Request a new Action for dialog insight
Enable Integrations or automations with these events of Smartsheet and dialog insight
Enable Integrations or automations with these events of Smartsheet and dialog insight
Triggers
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.
Actions
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.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Know More About Smartsheet and Dialog Insight Integrations
5 Ways to Automate Smartsheet with viaSocket
Learn how viaSocket automates Smartsheet by connecting forms, CRMs, spreadsheets, and apps with real-time alerts and webhooks to streamline data flows.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
Frequently Asked Questions
To start, connect both your Smartsheet and dialog insight accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartsheet triggers actions in dialog insight (or vice versa).
Absolutely. You can customize how Smartsheet data is recorded in dialog insight. This includes choosing which data fields go into which fields of dialog insight, setting up custom formats, and filtering out unwanted information.
The data sync between Smartsheet and dialog insight 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 dialog insight. 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.
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 MoreAbout dialog insight
Dialog Insight is a powerful data-driven customer engagement platform for marketing teams who want to leverage all their data in their marketing campaigns.
Learn More
