> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Smartsheet for Workflows

> Trigger Workflows from Smartsheet sheet activity and automate rows, sheets, workspaces, discussions, and attachments.

Use Smartsheet as both a trigger and a destination in your [Workflows](/workflows/overview). 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.

<Info>
  Smartsheet Workflow actions and triggers require a paid Cassidy plan.
</Info>

## Connect your account

<Steps>
  <Step title="Open a Smartsheet trigger or action">
    Open a Smartsheet trigger or action in the [Workflow builder](/workflows/overview).

    <Frame>
      <img src="https://mintcdn.com/cassidy/Rh8blJaMXvALXdV9/images/integrations/smartsheet/smartsheet-workflow-add-action.png?fit=max&auto=format&n=Rh8blJaMXvALXdV9&q=85&s=50f37859392c2c852224e5f0b38a4fe2" alt="Workflow Add Action panel with Smartsheet selected and actions like Add Row, Get Sheet, and Create Sheet listed" width="1024" height="642" data-path="images/integrations/smartsheet/smartsheet-workflow-add-action.png" />
    </Frame>
  </Step>

  <Step title="Click Connect">
    Click **Connect**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Rh8blJaMXvALXdV9/images/integrations/smartsheet/smartsheet-connect-modal.png?fit=max&auto=format&n=Rh8blJaMXvALXdV9&q=85&s=65ebfe5d9a308c5174e49bbf0f449f8b" alt="Smartsheet Add Discussion action configuration showing No connection selected and a Connect button" width="748" height="1024" data-path="images/integrations/smartsheet/smartsheet-connect-modal.png" />
    </Frame>
  </Step>

  <Step title="Sign in to Smartsheet">
    Sign in with your Smartsheet account and review the requested permissions.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Rh8blJaMXvALXdV9/images/integrations/smartsheet/smartsheet-oauth-authorize.png?fit=max&auto=format&n=Rh8blJaMXvALXdV9&q=85&s=9a67bc7b348756775bf0fb917d24e90a" alt="Smartsheet login page showing Cassidy requesting authorization to connect" width="805" height="1024" data-path="images/integrations/smartsheet/smartsheet-oauth-authorize.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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](/workflows/advanced/utility-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                                  |

<Tip>
  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.
</Tip>

**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

<CardGroup cols={2}>
  <Card title="Workflows overview" icon="diagram-project" href="/workflows/overview">
    Learn how to build, test, and publish Workflows in Cassidy.
  </Card>

  <Card title="Test triggers" icon="flask" href="/workflows/testing/test-triggers">
    Load recent Smartsheet events to verify your trigger configuration before
    publishing.
  </Card>

  <Card title="Smartsheet overview" icon="table" href="/integrations/smartsheet/overview">
    Learn what you can do with Smartsheet in Cassidy.
  </Card>
</CardGroup>
