Connect Smartsheet and Cody.ai
Integrate Smartsheet with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Smartsheet + Cody.ai 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
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Add Attachment to Row in Smartsheet when New Bot in getCody.ai
Use this flowCopy Row in Smartsheet when New Bot in getCody.ai
Use this flowMove Row in Smartsheet when New Bot in getCody.ai
Use this flowAdd Discussion to Row in Smartsheet when New Bot in getCody.ai
Use this flowCreate Workspace in Smartsheet when New Bot in getCody.ai
Use this flowSend Row to Smartsheet when New Bot in getCody.ai
Use this flowSend Sheet using Smartsheet when New Bot in getCody.ai
Use this flowFind sheet Row in Smartsheet when New Bot in getCody.ai
Use this flowAdd Attachment to Row in Smartsheet when New Message in getCody.ai
Use this flowCopy Row in Smartsheet when New Message in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and Cody.ai.
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.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
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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AI will build it for you
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartsheet and Cody.ai 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 Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Smartsheet triggers actions in Cody.ai, and a separate workflow where Cody.ai 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 Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
