Integration
Connect Smartsheet via API Token to Formstack Documents
When something happens in Smartsheet via API Token, your agent does the next thing in Formstack Documents. 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 Formstack Documents 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 Formstack Documents
Triggers and actions 10 triggers · 109 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
New Merged DocumentTriggers when a merged/populated document is created.
Action
Combine FilesJoins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
Action
Convert File to PDFTurns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
Action
Copy DocumentMakes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
Action
Create Data RouteCreates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
Action
Create Data Route MergeSends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
Action
Create DocumentCreates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
Action
Delete Data RouteDeletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete DocumentDeletes a document template from Formstack Documents.
Action
Get Data RouteReturns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get DocumentReturns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
Action
Get Document FieldsReturns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data RoutesReturns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List DocumentsReturns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data RouteUpdates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
Action
Update DocumentUpdates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.