Integrations Smartsheet Microsoft Outlook
Smartsheet + Microsoft Outlook

Connect Smartsheet and Microsoft Outlook to Build Intelligent Automations

Choose a Trigger

Smartsheet

When this happens...

Choose an Action

Microsoft Outlook

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New contact

New contact

Trigger when new contact is created

New Email

New Email

Triggers when new email is created.

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Do thisActions

Action is the task that follows automatically within your Smartsheet integrations.

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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Step by step guides to integrate Smartsheet and Microsoft Outlook

Frequently Asked Questions

How do I start an integration between Smartsheet and Microsoft Outlook?

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

Can we customize how data from Smartsheet is recorded in Microsoft Outlook?

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

How often does the data sync between Smartsheet and Microsoft Outlook?

The data sync between Smartsheet and Microsoft Outlook 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 Microsoft Outlook?

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 Microsoft Outlook?

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

About Microsoft Outlook

Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps

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