Integrate Smartsheet with Retently

Trigger NPS/CSAT surveys upon project completion or significant task updates, sync customer-related data from Smartsheet to Retently to maintain updated customer profiles, and use survey feedback to improve project management processes and customer satisfaction.

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About Smartsheet

Smartsheet is a cloud-based platform for work execution that enables teams to plan, manage, and automate work. It provides functionalities for tracking and reporting on tasks and projects.

Smartsheet to Retently

Updated Row

Triggers when a row is updated.

New Comment

Triggers when a new comment is added.

New Attachment

Triggers when a new attachment is added to a row.

New Row

Triggers when a new row is added.

Retently to Smartsheet

Create Workspace

Creates a workspace.

Add Discussion to Row

Adds discussion to a row.

Copy Folder

Copies folder to another destination.

Copy Workspace

Creates a copy of the specified workspace.

New Sheet From Existing Sheet

Creates a new sheet from an existing sheet.

New Row Update

Updates an existing row with new values. Requires a row ID.

Send Sheet

Sends a sheet via email (as PDF or Excel).

Share Workspace

Shares a workspace.

Find sheet Row

Finds a row in a specified sheet using a query.

Add Attachment to Row

Adds a file attachment to a row.

Add Row to Sheet

Adds a row to a sheet.

Copy Row

Copies row to another sheet.

Move Row

Moves row to another sheet.

New Sheet From Template

Creates a new sheet from a template.

Send Row

Sends a row via email.

Share Sheet

Shares a sheet.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

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