Integration
Connect Smartsheet via API Token to Agile CRM
When something happens in Smartsheet via API Token, your agent does the next thing in Agile CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Smartsheet via API Token and Agile CRM to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Smartsheet via API Token and Agile CRM
Triggers and actions 19 triggers ยท 157 actions
Trigger
List contactsList contacts
Trigger
List dashboardsList dashboards
Trigger
List org groupsList org groups
Trigger
List reportsList reports
Trigger
List sheetsList sheets
Trigger
List workspacesList workspaces
Trigger
New favoriteTriggers when a new item is added to your favorites.
Trigger
New rowPolling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
Trigger
New search resultTriggers when a new item matches your search query.
Action
Add columnsAdd columns
Action
Add favoritesAdd favorites
Action
Add image to cellAdd image to cell
Action
Add rowsAdd one or more rows to a sheet. Provide an array of row objects with cells.
Action
Add summary fieldsAdd summary fields
Action
Attach file or URL to commentAttach file or URL to comment
Action
Attach file or URL to rowAttach file or URL to row
Action
Attach file or URL to sheetAttach file or URL to sheet
Action
Attach new versionAttach new version
Action
Copy folderCopy folder
Action
Copy rows to another sheetCopy rows to another sheet
Action
Copy sheetCopy sheet
Action
Copy workspaceCopy workspace
Action
Create a commentCreate a comment
Action
Create a discussion on a rowCreate a discussion on a row
Action
Create an update requestCreate an update request
Action
Create cross-sheet referencesCreate cross-sheet references
Action
Create discussionCreate discussion
Action
Create folderCreate a folder in the user's Home.
Action
Create folder in workspaceCreate folder in workspace
Action
Create proofCreate proof
Action
Create proof discussionCreate proof discussion
Action
Create proof requestCreate proof request
Action
Create sheetCreates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace.
Action
Create sheet in folderCreate sheet in folder
Action
Create sheet in workspaceCreate sheet in workspace
Action
Create workspaceCreate workspace
Action
Delete a commentDelete a comment
Action
Delete a discussionDelete a discussion
Action
Delete an update requestDelete an update request
Action
Delete attachmentDelete attachment
Action
Delete columnDelete column
Action
Delete favoritesRemoves one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list.
Action
Delete folderDelete folder
Action
Delete reportDelete report
Action
Delete rowsDelete rows
Action
Delete sent update requestDelete sent update request
Action
Delete sheetDelete a sheet by id.
Action
Delete summary fieldsDelete summary fields
Action
Delete workspaceDelete workspace
Action
Edit a commentEdit a comment
Action
Get a commentGet a comment
Action
Get an update requestGet an update request
Action
Get attachmentGet attachment
Action
Get columnGet column
Action
Get contactGet contact
Action
Get cross-sheet referenceGet cross-sheet reference
Action
Get discussionGet discussion
Action
Get folder metadataGet folder metadata
Action
Get proofGet proof
Action
Get reportGet report
Action
Get rowGet a single row from a sheet by row id.
Action
Get sent update requestGet sent update request
Action
Get sheetGet a sheet by id, including its rows and columns.
Action
Get sheet summaryGet sheet summary
Action
Get summary fieldsGet summary fields
Action
Get userGet user
Action
Get workspaceRetrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
Action
Is favoriteIs favorite
Action
List attachmentsList attachments
Action
List columnsList all columns of a sheet.
Action
List contentsList contents
Action
List cross-sheet referencesList cross-sheet references
Action
List discussion attachmentsList discussion attachments
Action
List discussionsList discussions
Action
List discussions with a rowList discussions with a row
Action
List folder childrenList folder children
Action
List foldersList the folders in the user's Home.
Action
List proof attachmentsList proof attachments
Action
List proofsList proofs
Action
List row attachmentsList row attachments
Action
List sheet rowsConvenience read: returns the rows of a sheet (the full sheet object with rows and columns).
Action
List sheetsList all sheets the user has access to.
Action
Lists sent update requestsLists sent update requests
Action
List update requestsList update requests
Action
List workspace childrenList workspace children
Action
List workspacesList all workspaces the user has access to.
Action
Move folderMove folder
Action
Move rows to another sheetMove rows to another sheet
Action
Move sheetMove sheet
Action
SearchSearch across all sheets the user can access for the given text.
Action
Search sheetSearch a specific sheet for the given text.
Action
Send report via emailSend report via email
Action
Send rows via emailSend rows via email
Action
Send sheet via emailSend sheet via email
Action
Sort rows in sheetSort rows in sheet
Action
Update an update requestUpdate an update request
Action
Update columnUpdate column
Action
Update folderUpdate folder
Action
Update proof statusUpdate proof status
Action
Update rowsUpdate one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
Action
Update sheetUpdate sheet
Action
Update summary fieldsUpdate summary fields
Action
Update workspaceUpdate workspace
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) โ create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria โ pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email (POST variant)
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) โ update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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