Everything you can automate between Smartsheet and upscale.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new row is added to a sheet.
Triggers when a row is updated in a sheet.
Triggers when a new attachment is added to a row.
Action is the task that follows automatically within your Smartsheet integrations.
Attaches a file to an existing row.
Copies a row from one sheet to another.
Moves a row from one sheet to another.
Adds discussion to a row.
Creates a Workspace.
Sends a row via email.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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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 moreUpscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.
Learn moreSign up for a free viaSocket account, then authorize both your Smartsheet and upscale 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 upscale 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 upscale. No coding required.
Yes. You can set up a workflow where Smartsheet triggers actions in upscale, and a separate workflow where upscale 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 upscale. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet and upscale integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.