USM Content
Zapier is a tool that helps automate tasks across web applications (such as Salesforce, Basecamp, Gmail, and of course, Smartsheet). The automations you create in Zapier are called Zaps. Each Zap consists of a Trigger and an Action. When the Trigger event occurs in one app, Zapier automatically performs the Action in the other app.
What you can do with Smartsheet and Zapier
Zapier supports hundreds of web applications, so the combinations available to you are extensive. The following examples show a few common Zap patterns using Smartsheet.
- When a Wufoo form is submitted (the Trigger), Zapier adds a new row to a sheet (the Action).
- When a new row is created in a sheet (the Trigger), Zapier creates a new lead in Salesforce (the Action).
For a full list of apps that work with Zapier, see the Zapier app directory.
Smartsheet as a Trigger
Smartsheet can trigger actions in other web services when either of the following events occurs in a specified sheet:
- A row is updated
- A new row is created
Smartsheet as an Action
Other web services can trigger the following actions in Smartsheet:
- Create a new sheet
- Create a new sheet from a template
- Share a sheet or workspace
- Add a row to a sheet
- Send a sheet via email
Zapier pricing
Zapier offers free and paid plans based on the number of Zaps you need and how often they run. See Zapier's pricing page for details.
For any questions or difficulty using Zapier, contact Zapier's Support Team.