Smartsheet for Workflows

Use Smartsheet as both a trigger and a destination in your Workflows. Start a Workflow when rows, comments, or attachments change on a sheet, then use Smartsheet actions to read sheet data, create and update rows, move work between sheets, and manage discussions and attachments automatically.

Smartsheet Workflow actions and triggers require a paid Cassidy plan.

Connect your account

Open a Smartsheet trigger or action

Open a Smartsheet trigger or action in the Workflow builder.

Workflow Add Action panel with Smartsheet selected and actions like Add Row, Get Sheet, and Create Sheet listed

Click Connect

Click Connect.

Smartsheet Add Discussion action configuration showing No connection selected and a Connect button

Smartsheet login page showing Cassidy requesting authorization to connect

Confirm the connection

Return to Cassidy and confirm your Smartsheet account is connected. You can now select sheets, rows, and columns in triggers and actions.

Triggers

New row

Starts a Workflow when a new row is added to a sheet. Configuration

Field	Description
Sheet	The Smartsheet sheet to watch

Output variables

Variable	Description
Sheet ID	The unique identifier of the sheet containing the row
Row ID	The unique identifier of the new row
Row Number	The row number in the sheet
Cells	List of cells with Column ID, Value, and Display Value
Created At	Timestamp when the row was created
User ID	The ID of the user who created the row

Row updated

Starts a Workflow when a row is updated on a sheet. Configuration

Field	Description
Sheet	The Smartsheet sheet to watch

Output variables

Variable	Description
Sheet ID	The unique identifier of the sheet containing the row
Row ID	The unique identifier of the updated row
Row Number	The row number in the sheet
Cells	List of cells with Column ID, Value, and Display Value
Modified At	Timestamp when the row was modified
User ID	The ID of the user who modified the row
Changed Column ID	The ID of the column that changed, when available

New comment

Starts a Workflow when a new comment is added to a sheet. Configuration

Field	Description
Sheet	The Smartsheet sheet to watch

Output variables

Variable	Description
Sheet ID	The unique identifier of the sheet containing the comment
Comment ID	The unique identifier of the comment
Comment Author	The author of the comment
Comment Text	The content of the comment
Created At	Timestamp when the comment was created

New attachment

Starts a Workflow when a new attachment is added to a sheet or row. Configuration

Field	Description
Sheet	The Smartsheet sheet to watch

Output variables

Variable	Description
Sheet ID	The unique identifier of the sheet containing the attachment
Row	The unique identifier of the row the attachment is on
Created At	Timestamp when the attachment was added
Attachment ID	The unique identifier of the attachment
Attachment	The attachment as a file variable
Attachment URL	A temporary download URL for the attachment
Attachment Mimetype	The MIME type of the attachment
Attachment Name	The name of the attachment
Created By User Id	The ID of the user who added the attachment

Actions

Get sheet

Retrieves a sheet by ID, including all rows with cell values and attachment metadata. Configuration

Field	Description
Sheet	The sheet to retrieve

Output variables

Variable	Description
Sheet ID	The unique identifier of the sheet
Name	The name of the sheet
Owner ID	The unique identifier of the sheet owner
Rows	List of rows, each with Row ID, Row Number, Created At, Modified At, Cells, and Attachments
Total Count	Total number of rows returned

Each row in Rows includes:

Variable	Description
Row ID	The unique identifier of the row
Row Number	The row’s position in the sheet
Created At	When the row was created
Modified At	When the row was last modified
Cells	List of cells with Column ID and Value
Attachments	Files attached to the row, with Attachment ID, Name, MIME Type, Created At, and the attachment contents

Add row

Adds a new row to a sheet with the column values you specify. Configuration

Field	Description
Sheet	The sheet where the row should be added
Column values	Values to set on the new row. Select columns individually or pass JSON dynamically as an expression.

Output variables

Variable	Description
Row ID	The unique identifier of the created row
Row Number	The row number in the sheet
Sheet ID	The ID of the sheet containing the row

Update row

Updates a single column value on an existing row. Configuration

Field	Description
Sheet	The sheet containing the row
Row	The row to update
Column	The column to update
New value	The new value to set. Supports variables from previous steps.

Output variables

Variable	Description
Row	The unique identifier of the updated row
Row Number	The row number in the sheet
Sheet ID	The ID of the sheet containing the row

Move row

Moves a row from one sheet to another. Configuration

Field	Description
Source sheet	The sheet containing the row to move
Row	The row to move
Target sheet	The sheet to move the row into

Output variables

Variable	Description
New Row	The unique identifier of the row in the destination sheet
Destination Sheet ID	The unique identifier of the destination sheet

Create sheet

Creates a new sheet in Smartsheet. Configuration

Field	Description
Sheet name	The name for the new sheet
Workspace	(Optional) The workspace where the sheet should be created

Output variables

Variable	Description
Sheet ID	The unique identifier of the created sheet
Sheet Name	The name of the created sheet
Permalink	The URL to access the sheet

Create workspace

Creates a new workspace in Smartsheet. Configuration

Field	Description
Workspace name	The name for the new workspace

Output variables

Variable	Description
Workspace ID	The unique identifier of the created workspace
Workspace Name	The name of the created workspace
Permalink	The URL to access the workspace

Add discussion

Adds a discussion (comment) to a sheet or row. Configuration

Field	Description
Sheet	The sheet where the discussion should be added
Row	(Optional) The row to add the discussion to. Leave empty to post on the sheet.
Comment	The text of the discussion to add

Output variables

Variable	Description
Discussion ID	The unique identifier of the discussion
Comment ID	The ID of the first comment in the discussion

Add attachment

Adds an attachment to a sheet or row. Attach a file from a previous step or link to a URL. Configuration

Field	Description
Sheet	The sheet where the attachment should be added
Row	(Optional) The row to attach the file to. Leave empty to attach to the sheet.
Attachment type	Choose File to upload from a previous step, or URL to link to an external file
File	(Required when attachment type is File) The file to attach — reference a file variable from a previous step
Attachment URL	(Required when attachment type is URL) The URL of the file to attach
Attachment name	(Required when attachment type is URL) The display name for the attachment

You only fill in fields for the attachment type you selected. Choose File and provide a file variable, or choose URL and provide both an attachment URL and attachment name.

Output variables

Variable	Description
Attachment ID	The unique identifier of the attachment
Attachment Name	The name of the attachment

Find attachments

Finds all attachments on a sheet or row. Configuration

Field	Description
Sheet	The sheet to search
Row	(Optional) The row to search. Leave empty to find sheet-level attachments.

Output variables

Variable	Description
Attachments	List of attachments with Attachment ID, Name, URL, Created At, and the attachment contents
Count	Number of attachments found

Next steps

Workflows overview

Learn how to build, test, and publish Workflows in Cassidy.

Test triggers

Load recent Smartsheet events to verify your trigger configuration before publishing.

Smartsheet overview

Learn what you can do with Smartsheet in Cassidy.

​Connect your account

​Triggers

​New row

​Row updated

​New comment

​New attachment

​Actions

​Get sheet

​Add row

​Update row

​Move row

​Create sheet

​Create workspace

​Add discussion

​Add attachment

​Find attachments

​Next steps

Workflows overview

Test triggers

Smartsheet overview

Connect your account

Triggers

New row

Row updated

New comment

New attachment

Actions

Get sheet

Add row

Update row

Move row

Create sheet

Create workspace

Add discussion

Add attachment

Find attachments

Next steps