Automate Smartsheet
Integration & Workflows
Automate Smartsheet workflows—sync project data across systems, update sheets from external sources, trigger actions on row changes, and consolidate reports automatically. Turn your Smartsheet grids into real-time operational hubs.
The Power of Integration
Real results from businesses that automated their Smartsheet workflows
Eliminated manual sheet updates and data entry
Automatic updates from all connected systems
Zero manual transcription errors
Handle thousands of rows without manual work
The Manual Integration Challenge
Common problems businesses face without automated Smartsheet integration
Double Entry Across Systems
Updating the same project information in Smartsheet, your PM software, CRM, and accounting systems manually wastes hours and creates data inconsistencies.
Status Update Bottleneck
Chasing team members for status updates and manually updating Smartsheet rows takes hours weekly. Real-time data should be automatic, not manual.
Reporting Tedium
Manually consolidating data from multiple sheets, formatting reports, and distributing to stakeholders is repetitive busy work that takes hours.
Form to Sheet Gaps
Smartsheet forms collect data but connecting responses to other business systems requires manual copying and pasting into CRMs, databases, or accounting software.
Dashboard Maintenance
Keeping dashboards current requires constant manual updates from various data sources. Dashboards should refresh automatically.
No Integration Options
Smartsheet's native integrations are limited—connecting to industry-specific or custom software requires automation or endless manual work.
What We Connect Smartsheet With
Seamlessly integrate Smartsheet with your existing business systems
Project Management
Sync Smartsheet with Buildertrend, Procore, Monday, Asana, or Jira for unified project tracking. Keep construction schedules, tasks, and milestones synchronized.
Accounting Software
Update QuickBooks, Xero, or Sage with budget, expense, and invoice data from Smartsheet. Sync project costs and billing automatically.
CRM Platforms
Sync customer projects between Smartsheet and Salesforce, HubSpot, or industry CRMs. Keep client data, timelines, and deliverables aligned.
Resource Management
Connect time tracking, scheduling, and resource allocation tools to Smartsheet for real-time capacity planning and workload management.
Document Storage
Automatically organize project files in SharePoint, Google Drive, or Box based on Sheet data. Link documents to specific rows automatically.
Reporting & BI
Feed Smartsheet data to Power BI, Tableau, or custom dashboards for advanced analytics, executive reporting, and real-time KPI tracking.
Integration Capabilities
Everything we can automate with Smartsheet integration
Bi-directional Data Sync
Keep Smartsheet and other systems synchronized automatically in real-time or on schedule.
- Real-time updates from other systems to Sheets
- Push Sheet changes to connected platforms
- Field mapping and transformation
- Automated conflict resolution
Row-Based Automation
Trigger actions in other systems when rows are added, modified, or meet specific conditions.
- Trigger actions when rows are added/modified
- Auto-populate rows from external sources
- Status change workflows
- Approval process automation
Cross-Sheet Consolidation
Automatically aggregate and consolidate data from multiple Smartsheets into master sheets or reports.
- Aggregate data from multiple sheets
- Automated roll-up reports
- Master sheet maintenance
- Dashboard data feeding
Form Response Processing
Process Smartsheet form submissions into other business systems automatically.
- Process form submissions to other systems
- Auto-create rows from external events
- Data validation and enrichment
- Multi-system record creation
Project Template Automation
Automatically create new Smartsheets from templates when projects are initiated in other systems.
- Auto-create sheets from templates
- Populate with project-specific data
- Set up dependencies and timelines
- Assign resources automatically
Attachment & File Management
Automatically manage file attachments and sync documents between Smartsheet and cloud storage.
- Auto-attach files from cloud storage
- Upload attachments to other systems
- Organize files based on row data
- Archive completed projects
Success Stories
Real businesses that automated their Smartsheet integrations
Construction Company: Smartsheet & QuickBooks Integration
A commercial contractor was manually updating project budgets in both Smartsheet and QuickBooks, spending 20+ hours weekly reconciling costs, change orders, and invoicing. We automated bi-directional sync between their Smartsheet project trackers and QuickBooks Online. Now project costs, budgets, and invoices sync automatically. When project managers update Smartsheet, QuickBooks reflects changes immediately. They eliminated manual reconciliation entirely.
20 hours/week eliminated
100% budget accuracy
Real-time financial visibility
50+ projects automated
What our clients say
Chuck Baresich
President
Haggerty AgRobotics Company
Had the team prepare a system for us to automate the re-branding of our digital invoicing and statements. The system has been working flawlessly for over a year. Simple to administer and the team are easy to get in contact with make adjustments or update our requirements.
Marilee A Nowgesic
CEO
Canadian Indigenous Nurses Association
The team is friendly, reliable and extremely patient to ensuring our concerns are addressed and understood. They have enabled an open table to allow for their clients to receive timely (...really feels like 24/7 platforms...) and concise information on the latest trends in IT, data collection and many other relevant issues. DigitalStaff has also provided an environment that allows for multiple levels and skills of their clients - so you never have to feel like you're not contributing. Their ability to translate your project needs provides an impressive output/deliverable to suit the needs of our projects.
Kevin Potts
President
Norseman Construction
Oscar and his team are amazing, they are always there when we need them. The automation process has been truly amazing, and we have found alot more time and productivity in our day to day processes.
Kyle Watters
Owner
Elmira Stove Works
We have been using Digital Staff for almost 10 years now, they look after all of our network and computer IT needs. They are friendly and great people to work with, knowing they are only a phone call away is piece of mind in our business. I would highly recommend this company for all your IT needs and if you are looking to save time, money and improve efficiency.
Gerda Zonruiter
Senior Research and Evaluation Consultant
Centre for Organizational Effectiveness
Oscar has helped me problem solve and find solutions for specific tasks saving me a lot of time. He provided me with the instruction I needed to implement the solutions on my own. He was responsive and easy to work with.
Paul B Bélanger
Trademark Attorney
The Law Office of Paul B. Bélanger
I am familiar with the highly professional services of DigitalStaff. I resorted to the business services of DigitalStaff on numerous occasions, knowing they pay attention to provide high quality services at reasonable price. I recommend DigitalStaff in confidence knowing their specialized services will provide satisfaction to any client, small or large.
Jill Osborne
National Executive Director
Kids Kicking Cancer Canada
The DigitalStaff team helped create effective and affordable solutions for our small shop. They quickly gained an understanding of our needs and have helped us trouble-shoot along the way.
Michael Mandich
Customer
It was wonderful service. I found Oscar to be honest and thoughtful. He was always available to do even the smallest tasks. He tried to teach me many things on the computer and was patient even though I find it very difficult. I recommended him to friends and they had high praise for his abilities. It is easy to give him 5 stars ⭐️
Ali Tavakoli
AI, RPA, and Automation Developer
DigitalStaff
DigitalStaff is a great company for doing Robotic Process Automation, the owner is very friendly and can take care of any issues that come up very quickly. Highly recommend DigitalStaff for RPA workload or any other type of software development where you need to automate tasks.
Ilze Van der Merwe
National Expansion Manager
Kids Kicking Cancer Canada
Our Organization can highly recomend DigitalStaff. They have helped us automate many of our work processes which saves us time and makes us efficient. We are a small organization with few hands, and having DigitalStaff assist us in our IT and backend processes makes our work lighter which opens up our time to get to things that really matter, which is making a difference in Children's lives.
Dr. Joan Clayton
Psychologist
Dr. Reist & Associates
Excellent and prompt service, highly skilled, personable and always eager to help and resolve issues - ABSOLUTELY THE BEST
Joe Orendorff
Owner
Elmira Stove Works
Great Service!
Frequently Asked Questions
Everything you need to know about Smartsheet integration
Can you sync Smartsheet with our project management software?
Yes! We integrate Smartsheet with virtually any PM software including Buildertrend, Procore, Monday, Asana, Jira, ClickUp, and industry-specific platforms. You can sync tasks, timelines, milestones, resources, and status updates bi-directionally so both systems stay current automatically.
What happens when someone updates a row—can we trigger automations?
Absolutely! Row changes can trigger any workflow: create tasks in other systems, send notifications, update CRM records, generate invoices in accounting software, or even create new Smartsheets. For example, when a project status changes to "Complete," we can automatically invoice in QuickBooks and notify the team via Slack.
Can we automatically populate Smartsheet from our other systems?
Yes! We can create or update Smartsheet rows automatically when events occur in other systems. For example, new sales in your CRM can auto-create project rows in Smartsheet, or work orders from your field service software can populate tracking sheets. This eliminates manual data entry entirely.
How do you handle syncing data between multiple Smartsheet workspaces?
We can consolidate data across multiple Smartsheet workspaces, sheets, or even separate Smartsheet accounts. Common use cases include rolling up project data to executive dashboards, syncing between department sheets, or consolidating multi-location operations into master trackers.
Can we automate report generation from multiple sheets?
Definitely! We can pull data from multiple Smartsheets, combine with data from other systems, format according to your requirements, and generate reports automatically on schedule. Reports can be distributed via email, saved to cloud storage, or fed to BI tools like Power BI.
Will this work with our custom Smartsheet columns and formulas?
Yes! We map to your exact Smartsheet structure including custom columns, dropdown values, formulas, and special field types. We preserve your existing setup and work within your Smartsheet architecture. If you use dependencies, predecessors, or special Smartsheet features, we handle those appropriately.
Can we integrate Smartsheet forms with our CRM or database?
Absolutely! When a Smartsheet form is submitted, we can automatically create or update records in your CRM, database, accounting system, or any other platform. This is perfect for intake forms, work requests, change orders, or any process that starts in Smartsheet but needs to flow to other systems.
How do you handle large sheets with thousands of rows?
We're optimized for scale. Our integrations can handle Smartsheets with thousands or even tens of thousands of rows, syncing only changed data (deltas) rather than re-processing everything. Updates are fast and efficient, and we can process bulk operations when needed for historical data migration.
Ready to Automate Smartsheet Integration?
Get a free assessment showing exactly how we'll connect Smartsheet to your business systems and eliminate manual updates. See your custom Smartsheet integration plan and ROI estimate.
✓ No credit card required • ✓ Free consultation • ✓ Custom integration roadmap