Receive Smartsheet notifications in Microsoft Teams

Receive Smartsheet notifications, such as alerts, reminders, @mentions, update requests, approval requests and proofing requests in Microsoft Teams.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Smartsheet for Microsoft Teams is compatible with both the browser and desktop versions of the Microsoft Teams application.

The GCC community in Smartsheet Gov supports channel notifications. 

Before you begin

Your Microsoft Teams admin must install and configure the Smartsheet Microsoft Teams app.

You can only receive alerts and reminders in a public Teams channel with the Smartsheet EU for Microsoft Teams integration. You can’t receive personal notifications, requests and @mentions via the Smartsheet bot if you have Smartsheet EU for Teams. See the Capabilities available in Smartsheet | Regions page.

Receive Smartsheet notifications in Microsoft Teams

  1. Select the Apps icon in the left panel menu in Microsoft Teams.
  2. Search for the Smartsheet app.
  3. Select Add to access the Smartsheet chat window in Microsoft Teams.
  4. To activate the bot, type Hello. 
  5. To receive Smartsheet messages you need to allow access to the Bot. Select Allow Access.
  6. The Smartsheet sign-in and authorization pages appear. Sign in to your Smartsheet account and select Allow.

Once you see the Success! page, no further action is required. You will start receiving Smartsheet notifications as direct messages.

Reauthenticate your Smartsheet integration

To reauthenticate with the bot, open the Smartsheet chat window. 

  1. To activate the bot, type Hello.
  2. To receive Smartsheet messages you need to allow access to the Bot. Select Allow Access.
  3. The Smartsheet sign-in and authorization pages appear. Sign in to your Smartsheet account and select Allow.

Once you see the Success! page, no further action is required. You will start receiving Smartsheet notifications as direct messages.

Send Smartsheet notifications to a Microsoft Teams channel

  1. Go to your sheet and select Automations > Create workflow from a template…
  2. From the Notifications and Reminders section, select Alert a Teams channel when specified criteria are met.
  3. Select Use Template.
  4. Name your workflow and configure the Trigger: block. 
  5. Select the organization, team, and public channel where you want to receive the notification when your workflow triggers.
  6. Optional: Select Customize message to customize the notification message.
  7. Select Save.