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Maestro Automate user guide

Smartsheet

Look up the Smartsheet connector: its actions in alphabetical order, and the sign-in methods of a Smartsheet connection.

The Smartsheet connector lets a workflow manage sheets, folders, workspaces, and attachments. In the Add node panel, it's in the Connector category, under Smartsheet. How connector nodes work describes how a connector node is set up.

This page lists what the connector can do in Maestro Automate. Select an action to see how to configure it.

Actions​

Each action is a node that does one thing in Smartsheet.

ActionWhat it does
Add ColumnAdd a column to a sheet in Smartsheet with limited configurations.
Add RowAdd a row to a sheet in Smartsheet.
Attach File to CommentAttach a file to a specific comment in Smartsheet.
Attach File to RowAttach a file to a specific row in Smartsheet.
Attach File to SheetAttach a file to a sheet in Smartsheet.
Attach URL to CommentAttach a file URL to a comment in Smartsheet.
Attach URL to RowAttach a file URL to a row in Smartsheet.
Attach URL to SheetAttach a file URL to a Smartsheet sheet.
Create Sheet from TemplateCreate a new sheet using a template in Smartsheet.
Delete RecordDeletes a record in Smartsheet.
Delete RowDelete a specified row in Smartsheet.
Download AttachmentDownload attachments from Smartsheet.
Download SheetDownload a sheet using its sheet ID from Smartsheet.
Get RecordRetrieves a record in Smartsheet.
Get SheetRetrieve a sheet from Smartsheet.
Insert RecordInsert a new record in Smartsheet.
List All AttachmentsRetrieve all attachments for a specific sheet in Smartsheet.
List All FoldersRetrieve the subfolders of a folder in Smartsheet. Accepts a folder ID only — to list folders inside a workspace, drill into the workspace from the picker and select a folder inside it.
List All SheetsRetrieve a list of all sheets in Smartsheet.
List All WorkspacesRetrieve a list of all workspaces accessible to the user in Smartsheet.
List RecordsList records in Smartsheet.
List Templates in FolderRetrieve user-created templates stored inside a folder in Smartsheet. Drill into a workspace from the picker to select a folder (any depth). For templates at the top level of a workspace, use "List Templates in Workspace" instead.
List Templates in WorkspaceRetrieve user-created templates stored at the top level of a Smartsheet workspace. To list templates inside a folder of a workspace, use "List Templates in Folder" instead.
Replace RecordReplace a record in Smartsheet.
Search EverythingPerform a comprehensive search in Smartsheet using a query.
Search SheetsSearch for content within a Smartsheet based on a query.
Send Sheet Via EmailSend a Smartsheet sheet via email.
Update ColumnUpdate a column within a sheet in Smartsheet.
Update RowUpdate a row in a Smartsheet sheet.
Update SheetUpdate a sheet in Smartsheet.

Connection​

A Smartsheet node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:

Sign-in methodWhat you need
OAuth 2.0 Authorization codeRegion, OAuth Scope, the email address and password associated with your account.
Bring your own OAuth 2.0 appRegion, OAuth Scope, client ID and client secret.

Smartsheet authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.

Next steps​

  • Actions​
  • Connection​
  • Next steps​

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