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Create business workflows for Smartsheet without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Smartsheet workflows

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Add new QuickTapSurvey responses to Smartsheet

Automatically add new survey responses to your project management application. This flow adds new QuickTapSurvey responses to a SmartSheet sheet.

How it works
1. A new survey response is received in QuickTapSurvey.
2. Zoho Flow stores the response in Smartsheet.
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Add new QuickTapSurvey responses to Smartsheet

QuickTapSurvey + Smartsheet

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Add hired candidates from JazzHR to a Smartsheet sheet

Automatically add hired candidates in your HR management application to a spreadsheet. This flow adds hired candidates from JazzHR to a Smartsheet sheet.

How it works
1) A candidate is hired in JazzHR.
2) Zoho Flow adds the candidate to a Smartsheet sheet.
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Add hired candidates from JazzHR to a Smartsheet sheet

Jazz HR + Smartsheet

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Store all new Livestorm registrants in SmartSheet


Maintaining a list of all your registants is important, not only to have an accurate count but also to easily access their details in one space. This flow will add and update the registrant list in Smartsheet when a new registration takes place in Livestorm.

How it works
1) A new registration takes place in Livestorm.
2) Zoho Flow adds and updates the list in Smartsheets.
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Store all new Livestorm registrants in SmartSheet

Livestorm + Smartsheet

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Create a log in Smartsheet for all successful transactions in Paystack.


Help your finance team track revenue by automating the process of logging all successful transactions. This flow will create a log in Smartsheet for all successful transactions in Paystack.

How it works

1) A successful transaction is made in Paystack.
2) Zoho Flow will create a log of it in Smartsheet.
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Create a log in Smartsheet for all successful transactions in Paystack.

Paystack + Smartsheet

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Store new Zoho Forms responses in Smartsheet

Log new form responses into your project management app automatically. Use this flow to store new Zoho Forms responses in a Smartsheet sheet.

How it works
1. A new form response is received in Zoho Forms.
2. Zoho Flow stores the response in Smartsheet.
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Store new Zoho Forms responses in Smartsheet

Zoho Forms + Smartsheet

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Create a log in Smartsheet when a subscriber is deleted in SendPluse.


Automate the process of maintaining a database of deleted subscribers from your marketing activities. This flow will create a log in Smartsheet when a subscriber is deleted in SendPulse.

How it works

1) A subscriber is deleted in SendPulse.
2) Zoho Flow will log it in Smartsheet.
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Create a log in Smartsheet when a subscriber is deleted in SendPluse.

SendPulse + Smartsheet

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Create a new record in Smartsheet for escalated signals in SIGNL4


Sometimes we miss customer service requests, which can result in an escalation. To make sure this doesn't happen again, you can keep a record of the incident and find a solution with your team. This flow will automatically create a new record in Smartsheet when a signal is escalated in SIGNL4.

How it works

1) A signal is escalated in SIGNL4.
2) Zoho Flow will create a record of it in Smartsheet.
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Create a new record in Smartsheet for escalated signals in SIGNL4

SIGNL4 + Smartsheet

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Add new employees in SmartHR to Smartsheet

Automatically add new employees from your HR app to your project management application. This flow adds new employees from SmartHR to Smartsheet.

How it works
1) An employee is added to SmartHR.
2) Zoho Flow adds the employee to Smartsheet.
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Add new employees in SmartHR to Smartsheet

SmartHR + Smartsheet

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Email notifications for updated rows in Smartsheet

Get email notifications where there’s an update in your project management application. This flow delivers email notifications every time a row is updated in Smartsheet.

How it works
1. A row is updated in Smartsheet.
2. Zoho Flow sends an email notification about the update.
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Email notifications for updated rows in Smartsheet

Smartsheet + Send Email

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Create new tasks in Google Tasks for new issues in Smartsheet

Automatically create a new task in your task management application every time there’s a new issue in your project management application. This flow creates a new task in Google Tasks every time there’s a new issue in Smartsheet.

How it works
1. A new issue is created in Smartsheet.
2. Zoho Flow adds the issue as a task in Google Tasks.
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Create new tasks in Google Tasks for new issues in Smartsheet

Smartsheet + Google Tasks

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Log and record all Cliniko patient invoices in SmartSheet.


Automate your documentation and data management tasks, so that all your data is accessible in one place. This flow will log and record all of a patient's invoices in Smartsheet when an invoice is generated in Cliniko.

How it works

1) A new invoice is generated in Cliniko.
2) Zoho Flow will log and record the invoice in Smartsheet.
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Log and record all Cliniko patient invoices in SmartSheet.

Cliniko + Smartsheet

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Add new Workast tasks to a Smartsheet spreadsheet

Add new tasks to a spreadsheet automatically. This flow adds new Workast tasks to Smartsheet spreadsheets.

How it works
1) A new task is created in Workast.
2) Zoho Flow adds the task to a Smartsheet spreadsheet.
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Add new Workast tasks to a Smartsheet spreadsheet

Workast + Smartsheet

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Add rows in SmartSheet for new milestones in Zoho BugTracker

Log new milestones on your bug tracker application to another app automatically. This flow adds new milestones in Zoho BugTracker to SmartSheet, as new rows.

How it works
1. A new milestone is created in Zoho BugTracker.
2. Zoho Flow adds new the milestone to SmartSheet.
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Add rows in SmartSheet for new milestones in Zoho BugTracker

Zoho BugTracker + Smartsheet

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Comment added

Triggers when a new comment is added

Workspace created

Triggers when a new workspace is created

Row added

Triggers when a new row is added

Sheet added

Triggers when a new sheet is created

Row updated

Triggers when an existing row is updated

All Actions - Actions are the automated tasks

Copy workspace

Creates a copy of the specified workspace

Add row to sheet

Adds a new row in the selected sheet

Share workspace

Shares an existing workspace with the specified users and groups

Share sheet

Shares an existing sheet with the specified users and groups

Update row

Updates the details of the specified row

Fetch row

Fetches the details of the specified row

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What is Smartsheet?

Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.

Project Management Spreadsheet

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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Technical and Operations Head, TruAct

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