Applies to

Bridge by Smartsheet

Smartsheet Bridge Integration: Overview and Setup

PLANS

  • Bridge by Smartsheet

With the Smartsheet integration, you can build workflows that interact with your sheets in a range of ways. For example, you can trigger workflows when specific events occur on your sheet, use data in a sheet to drive outcomes in other systems, or you can update sheets with information from other systems.

To use the Bridge Smartsheet integration, you need to give it access to a Smartsheet account (register it with Smartsheet). Here's how to do that:

  1. On theIntegrationspage, find the Smartsheet logo and click it.
  2. In the window that appears, clickContinue.
  3. In theExtension - Smartsheetregistration window, clickAuthenticate.
  4. When you're prompted to allow the integration to access your Smartsheet account, clickAllow.

The Smartsheet integration can be used to trigger workflows. To Learn more about the trigger event types available for use with Smartsheet, seeInitiate a Workflow with Triggers.

Any workflows in Bridge containing Smartsheet modules will have the same permission levels as the user who authenticated the integration.

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