Integrate Customerly with Smartsheet
Send information between Customerly and Smartsheet automatically, without writing any code, using Zoho Flow.
Build your own integrations between Customerly and Smartsheet
Connect Customerly and Smartsheet with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Customerly and Smartsheet using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Workspace created
Triggers when a new workspace is created
Sheet added
Triggers when a new sheet is created
Row updated
Triggers when an existing row is updated
Row added
Triggers when a new row is added
Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch lead
Fetches the details of an existing lead by email address
Fetch user
Fetches the details of an existing user by email address
Share workspace
Shares an existing workspace with the specified users and groups
Add row to sheet
Adds a new row in the selected sheet
Copy workspace
Creates a copy of the specified workspace
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
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
What is Smartsheet?
Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
