Connect Smartsheet and karlia
Integrate Smartsheet with karlia to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Smartsheet + karlia 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
karlia
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
List All Users in Karlia when Updated Row in Smartsheet
Use this flowCreate Purchase in Karlia when Updated Row in Smartsheet
Use this flowCreate Event in Karlia when Updated Row in Smartsheet
Use this flowCreate Note in Karlia when Updated Row in Smartsheet
Use this flowCreate Time in Karlia when Updated Row in Smartsheet
Use this flowCreate Project in Karlia when Updated Row in Smartsheet
Use this flowCreate Project Subtask in Karlia when Updated Row in Smartsheet
Use this flowUpdate Event in Karlia when Updated Row in Smartsheet
Use this flowUpdate Purchase in Karlia when Updated Row in Smartsheet
Use this flowUpdate Project in Karlia when Updated Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and karlia.
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 Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier 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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Smartsheet and karlia 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 karlia 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 karlia. No coding required.
Yes. You can set up a workflow where Smartsheet triggers actions in karlia, and a separate workflow where karlia 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 karlia. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet and karlia integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
