Connect Smartsheet and Office 365 to Build Intelligent Automations

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Smartsheet

When this happens...

Choose an Action

Office 365

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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

Triggers when new contact is created.

Request a new Trigger for Smartsheet

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 Office 365

Frequently Asked Questions

How do I start an integration between Smartsheet and Office 365?

To start, connect both your Smartsheet and Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartsheet triggers actions in Office 365 (or vice versa).

Can we customize how data from Smartsheet is recorded in Office 365?

Absolutely. You can customize how Smartsheet data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Smartsheet and Office 365?

The data sync between Smartsheet and Office 365 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 Office 365?

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 Office 365?

Yes, you can set conditional logic to control the flow of data between Smartsheet and Office 365. 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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Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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