Connect WhatConvert and Smartsheet
Integrate WhatConvert with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular WhatConvert + Smartsheet flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Update Lead in WhatConvert when New Row in Smartsheet
Use this flowList Accounts from WhatConvert when New Row in Smartsheet
Use this flowCreate Lead in WhatConvert when New Row in Smartsheet
Use this flowList Users from WhatConvert when New Row in Smartsheet
Use this flowGet Leads from WhatConvert when New Row in Smartsheet
Use this flowGet Profiles from WhatConvert when New Row in Smartsheet
Use this flowFind or Create Lead in WhatConvert when New Row in Smartsheet
Use this flowUpdate Lead in WhatConvert when Updated Row in Smartsheet
Use this flowList Accounts from WhatConvert when Updated Row in Smartsheet
Use this flowCreate Lead in WhatConvert when Updated Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Smartsheet.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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.
Do thisActions
Action is the task that follows automatically within your WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
Get Leads
Find a specific lead by ID or list WhatConverts leads using filters and pagination.
Get Profiles
Retrieve profiles for an account, with optional pagination, date-range, and sorting.
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 WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Smartsheet 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 WhatConvert and Smartsheet 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 Smartsheet. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Smartsheet, and a separate workflow where Smartsheet triggers actions in WhatConvert. 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 WhatConvert and Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
