Connect Smartsheet and Personal Capital 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 Personal Capital
Enable Integrations or automations with these events of Smartsheet and Personal Capital
Enable Integrations or automations with these events of Smartsheet and Personal Capital
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.
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Frequently Asked Questions
To start, connect both your Smartsheet and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartsheet triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Smartsheet data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Smartsheet and Personal Capital 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 Personal Capital. 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 Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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