Integrate Smartsheet with Retently
Trigger NPS/CSAT surveys upon project completion or significant task updates, sync customer-related data from Smartsheet to Retently to maintain updated customer profiles, and use survey feedback to improve project management processes and customer satisfaction.
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About Smartsheet
Smartsheet is a cloud-based platform for work execution that enables teams to plan, manage, and automate work. It provides functionalities for tracking and reporting on tasks and projects.
Smartsheet to Retently
1
Updated Row
Triggers when a row is updated.2
New Comment
Triggers when a new comment is added.3
New Attachment
Triggers when a new attachment is added to a row.4
New Row
Triggers when a new row is added.Retently to Smartsheet
1
Create Workspace
Creates a workspace.2
Add Discussion to Row
Adds discussion to a row.3
Copy Folder
Copies folder to another destination.4
Copy Workspace
Creates a copy of the specified workspace.5
New Sheet From Existing Sheet
Creates a new sheet from an existing sheet.6
New Row Update
Updates an existing row with new values. Requires a row ID.7
Send Sheet
Sends a sheet via email (as PDF or Excel).8
Share Workspace
Shares a workspace.9
Find sheet Row
Finds a row in a specified sheet using a query.10
Add Attachment to Row
Adds a file attachment to a row.11
Add Row to Sheet
Adds a row to a sheet.12
Copy Row
Copies row to another sheet.13
Move Row
Moves row to another sheet.14
New Sheet From Template
Creates a new sheet from a template.15
Send Row
Sends a row via email.16
Share Sheet
Shares a sheet.17
Greg Raileanu
