Integration

Connect Smartsheet via API Token to Docupilot

When something happens in Smartsheet via API Token, your agent does the next thing in Docupilot. Describe it in plain language and the automation is built, tested on every branch and kept running.

Smartsheet via API Token9 triggersSmartsheet via API Token94 actionsDocupilot2 triggersDocupilot34 actions

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What do you want Smartsheet via API Token and Docupilot 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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Everything your agent can do with Smartsheet via API Token and Docupilot

Triggers and actions 11 triggers · 128 actions

Trigger
List contacts
List contacts
Trigger
List dashboards
List dashboards
Trigger
List org groups
List org groups
Trigger
List reports
List reports
Trigger
List sheets
List sheets
Trigger
List workspaces
List workspaces
Trigger
New favorite
Triggers when a new item is added to your favorites.
Trigger
New row
Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication.
Trigger
New search result
Triggers when a new item matches your search query.
Action
Add columns
Add columns
Action
Add favorites
Add favorites
Action
Add image to cell
Add image to cell
Action
Add rows
Add one or more rows to a sheet. Provide an array of row objects with cells.
Action
Add summary fields
Add summary fields
Action
Attach file or URL to comment
Attach file or URL to comment
Action
Attach file or URL to row
Attach file or URL to row
Action
Attach file or URL to sheet
Attach file or URL to sheet
Action
Attach new version
Attach new version
Action
Copy folder
Copy folder
Action
Copy rows to another sheet
Copy rows to another sheet
Action
Copy sheet
Copy sheet
Action
Copy workspace
Copy workspace
Action
Create a comment
Create a comment
Action
Create a discussion on a row
Create a discussion on a row
Action
Create an update request
Create an update request
Action
Create cross-sheet references
Create cross-sheet references
Action
Create discussion
Create discussion
Action
Create folder
Create a folder in the user's Home.
Action
Create folder in workspace
Create folder in workspace
Action
Create proof
Create proof
Action
Create proof discussion
Create proof discussion
Action
Create proof request
Create proof request
Action
Create sheet
Creates 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 folder
Create sheet in folder
Action
Create sheet in workspace
Create sheet in workspace
Action
Create workspace
Create workspace
Action
Delete a comment
Delete a comment
Action
Delete a discussion
Delete a discussion
Action
Delete an update request
Delete an update request
Action
Delete attachment
Delete attachment
Action
Delete column
Delete column
Action
Delete favorites
Removes 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 folder
Delete folder
Action
Delete report
Delete report
Action
Delete rows
Delete rows
Action
Delete sent update request
Delete sent update request
Action
Delete sheet
Delete a sheet by id.
Action
Delete summary fields
Delete summary fields
Action
Delete workspace
Delete workspace
Action
Edit a comment
Edit a comment
Action
Get a comment
Get a comment
Action
Get an update request
Get an update request
Action
Get attachment
Get attachment
Action
Get column
Get column
Action
Get contact
Get contact
Action
Get cross-sheet reference
Get cross-sheet reference
Action
Get discussion
Get discussion
Action
Get folder metadata
Get folder metadata
Action
Get proof
Get proof
Action
Get report
Get report
Action
Get row
Get a single row from a sheet by row id.
Action
Get sent update request
Get sent update request
Action
Get sheet
Get a sheet by id, including its rows and columns.
Action
Get sheet summary
Get sheet summary
Action
Get summary fields
Get summary fields
Action
Get user
Get user
Action
Get workspace
Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level.
Action
Is favorite
Is favorite
Action
List attachments
List attachments
Action
List columns
List all columns of a sheet.
Action
List contents
List contents
Action
List cross-sheet references
List cross-sheet references
Action
List discussion attachments
List discussion attachments
Action
List discussions
List discussions
Action
List discussions with a row
List discussions with a row
Action
List folder children
List folder children
Action
List folders
List the folders in the user's Home.
Action
List proof attachments
List proof attachments
Action
List proofs
List proofs
Action
List row attachments
List row attachments
Action
List sheet rows
Convenience read: returns the rows of a sheet (the full sheet object with rows and columns).
Action
List sheets
List all sheets the user has access to.
Action
Lists sent update requests
Lists sent update requests
Action
List update requests
List update requests
Action
List workspace children
List workspace children
Action
List workspaces
List all workspaces the user has access to.
Action
Move folder
Move folder
Action
Move rows to another sheet
Move rows to another sheet
Action
Move sheet
Move sheet
Action
Search
Search across all sheets the user can access for the given text.
Action
Search sheet
Search a specific sheet for the given text.
Action
Send report via email
Send report via email
Action
Send rows via email
Send rows via email
Action
Send sheet via email
Send sheet via email
Action
Sort rows in sheet
Sort rows in sheet
Action
Update an update request
Update an update request
Action
Update column
Update column
Action
Update folder
Update folder
Action
Update proof status
Update proof status
Action
Update rows
Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells.
Action
Update sheet
Update sheet
Action
Update summary fields
Update summary fields
Action
Update workspace
Update workspace
Trigger
Envelope Completed
Triggers when all recipients finish signing an envelope.
Trigger
New Envelope
Triggers when a new e-signature envelope is created.
Action
Cancel Envelope
Cancel an in-progress e-signature envelope.
Action
Convert Document
Convert a document to another format.
Action
Copy Template
Duplicate a template including its preferences and deliveries.
Action
Create Envelope
Create a new e-signature envelope.
Action
Create Envelope Recipient
Add a recipient to an e-signature envelope.
Action
Create Folder
Create a new folder.
Action
Create Template
Create a new document template.
Action
Create Template Delivery
Configure a new delivery on a template.
Action
Create Template Merge Link
Create a shareable link that generates a document from a template.
Action
Delete Folder
Delete a folder.
Action
Delete Template
Move a template to the trash.
Action
Get Bulk Generation Task
Retrieve a single bulk document-generation task.
Action
Get Envelope Details
Retrieve the details of an e-signature envelope.
Action
Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing Link
Retrieve the signing link for an envelope.
Action
Get Template
Retrieve a single template by its id.
Action
Get Template Schema
Retrieve a template's merge-field schema.
Action
List Bulk Generation Tasks
List bulk document-generation tasks for a template.
Action
List Document History
List previously generated documents.
Action
List Envelope Recipients
List the recipients of an e-signature envelope.
Action
List Envelopes
List e-signature envelopes.
Action
List Folders
List the folders in the Docupilot account.
Action
List Template Deliveries
List the deliveries configured on a template.
Action
List Templates
List the templates in the Docupilot account.
Action
Merge Documents
Append and merge multiple documents into one.
Action
Place Signature Fields
Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
Action
Retry Document Delivery
Retry a failed document delivery.
Action
Send Envelope
Send an e-signature envelope to its recipients.
Action
Send Envelope Reminder
Send a signing reminder to an envelope's signers.
Action
Transform PDF
Apply a transformation to a PDF document.
Action
Trigger Bulk Generation
Start a prepared bulk document-generation task.
Action
Update Folder
Update a folder's details.
Action
Update Template
Update an existing template's settings.
Action
Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.

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The other way round: Docupilot to Smartsheet via API Token