Key concepts and Workflow overview

Users with a Bridge account can create, view, edit, and delete workflows, workspaces, integration authentications, and manage users. 

Bridge is available for purchase with an Enterprise Smartsheet plan.

Workflows

Workflows automate your business processes. With them, you can connect different items in your Smartsheet account to other systems. When you create a workflow in Bridge, these are the elements you work with:

• Integrations
• Triggers
• Modules
• Data references
• Child workflows
• Junctions
• States

Integrations

Use Bridge to connect Smartsheet to other third-party systems, sending or receiving information from and to Bridge. Some integrations can also trigger your workflows.

Some third-party systems require a callback URL to complete the setup for Bridge in that system. This URL allows the third-party to call Bridge and enables Bridge to work with that system. Bridge's callback URL is https://oauth.bridge.smartsheet.com/api/settings/oauth/oauth2callback

Triggers

For a workflow to run, it needs a go-signal, a triggers. They can be based on either of the following: 

• An integration
• A schedule
• A different workflow

You can also customize a trigger to be based on a specific webhook.

Modules

Modules are the elements of integrations and utilities. Think of modules as actions that happen when your workflow detects the trigger. You can use them to:

• Push updates from a workflow
• Pull information into a workflow in real time
• Manipulate already gathered data for use in other parts of the workflow

When you use custom-built integration or utility modules in your workflow, you see a Custom Built tag when editing the module. If you're interested in custom implementation options, contact your Smartsheet advisor or our Sales team.

Data references

You can use data references instead of manually entering the required values in a workflow. What they do is reference values and inputs located elsewhere. You can reference data from:

• The Run Log
• A state
• A child workflow

Child workflows

Child workflows are workflows triggered by another workflow, called a parent workflow. This may be useful when your workflow is complex, as breaking it into multiple pieces makes it easier to read. 

Additionally, you might have several workflows with portions that are the same. Instead of repeating the same steps, you can build them into a child workflow and trigger them from all the other workflows.

Junctions

Junctions let you route workflows in different directions as needed.

States

States are the individual stages of a workflow. They act like data collectors in workflows. 

The State name influences the data references in the workflow. Changing a state name after you've set data references in your module requires you to update the data references for the workflow to run successfully.