

Integrate Docupilot with Smartsheet
Send information between Docupilot and Smartsheet automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Docupilot and Smartsheet using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Workspace created
Triggers when a new workspace is created

Row updated
Triggers when an existing row is updated

Comment added
Triggers when a new comment is added

Row added
Triggers when a new row is added

Sheet added
Triggers when a new sheet is created
All Actions - Actions are the automated tasks

Create document
Creates a new document from a specified template

Create folder
Creates a new folder

Copy workspace
Creates a copy of the specified workspace

Add row to sheet
Adds a new row in the selected sheet

Share workspace
Shares an existing workspace with the specified users and groups

Update row
Updates the details of the specified row

Share sheet
Shares an existing sheet with the specified users and groups

Fetch row
Fetches the details of the specified row
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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What is Smartsheet?
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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