Smartsheet for your voice agent

Smartsheet is a collaborative work management platform for projects, sheets, reports, dashboards, and workflows. It helps teams organize work, track progress, and coordinate tasks in one shared workspace.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Smartsheet and paste it on a secure page in Connected apps.
What it reads
75 actions, such as check Favorite, get Alternate Email and get Asset Share.
What it changes
105 actions, such as add Alternate Emails, add Attachment Version and add Cell Image.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 180. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Smartsheet actions

Reads 75

  • Check Favorite
  • Get Alternate Email
  • Get Asset Share
  • Get Attachment
  • Get Automation Rule
  • Get Column
  • Get Comment
  • Get Contact
  • Get Cross Sheet Reference
  • Get Current User
  • Get Dashboard
  • Get Dashboard Path
  • Get Dashboard Publish Status
  • Get Discussion
  • Get Folder Metadata
  • Get Folder Path
  • Get Group
  • Get Image URLs
  • Get Proof
  • Get Report
  • Get Report Column
  • Get Report Definition
  • Get Report Path
  • Get Report Publish Status
51 more
  • Get Row
  • Get Sent Update Request
  • Get Server Info
  • Get Sheet
  • Get Sheet Path
  • Get Sheet Publish Status
  • Get Sheet Summary
  • Get Sheet Version
  • Get Update Request
  • Get User
  • Get Webhook
  • Get Workspace Metadata
  • List Alternate Emails
  • List Asset Shares
  • List Attachment Versions
  • List Automation Rules
  • List Cell History
  • List Columns
  • List Contacts
  • List Cross Sheet References
  • List Dashboards
  • List Discussion Attachments
  • List Events
  • List Favorites
  • List Filtered Events
  • List Folder Children
  • List Org Groups
  • List Org Sheets
  • List Proof Attachments
  • List Proof Discussions
  • List Proof Request Actions
  • List Proofs
  • List Proof Versions
  • List Report Columns
  • List Reports
  • List Report Scope
  • List Row Attachments
  • List Row Discussions
  • List Sent Update Requests
  • List Sheet Attachments
  • List Sheet Discussions
  • List Sheets
  • List Summary Fields
  • List Update Requests
  • List User Plans
  • List Users
  • List Webhooks
  • List Workspace Children
  • List Workspaces
  • Search Everything
  • Search Sheet

Changes 75

  • Add Alternate Emails
  • Add Attachment Version
  • Add Cell Image
  • Add Columns
  • Add Favorites
  • Add Group
  • Add Group Members
  • Add Report Columns
  • Add Report Scope
  • Add Rows
  • Add Summary Field Image
  • Add Summary Fields
  • Add User
  • Attach To Comment
  • Attach To Proof
  • Attach To Row
  • Attach To Sheet
  • Copy Dashboard
  • Copy Folder
  • Copy Rows To Another Sheet
  • Copy Sheet
  • Copy Workspace
  • Create Cross Sheet References
  • Create Discussion Comment
51 more
  • Create Folder In Folder
  • Create Folder In Workspace
  • Create Proof
  • Create Proof Discussion
  • Create Proof Request
  • Create Proof Version
  • Create Report
  • Create Row Discussion
  • Create Sheet Discussion
  • Create Sheet In Folder
  • Create Sheet In Workspace
  • Create Update Request
  • Create Webhook
  • Create Workspace
  • Downgrade User
  • Edit Comment
  • Import Sheet Into Folder
  • Import Sheet Into Workspace
  • Make Alternate Email Primary
  • Move Dashboard
  • Move Folder
  • Move Rows To Another Sheet
  • Move Sheet
  • Reactivate User
  • Reset Webhook Shared Secret
  • Send Report By Email
  • Send Rows By Email
  • Send Sheet By Email
  • Set Dashboard Publish Status
  • Set Report Publish Status
  • Set Sheet Publish Status
  • Share Asset
  • Sort Rows In Sheet
  • Update Asset Share
  • Update Automation Rule
  • Update Column
  • Update Dashboard
  • Update Folder
  • Update Group
  • Update Proof Status
  • Update Report Column
  • Update Report Definition
  • Update Rows
  • Update Sheet
  • Update Summary Fields
  • Update Update Request
  • Update User
  • Update User Profile Image
  • Update Webhook
  • Update Workspace
  • Upgrade User

Deletes 30

  • Deactivate User
  • Delete Alternate Email
  • Delete Asset Share
  • Delete Attachment
  • Delete Attachment Versions
  • Delete Automation Rule
  • Delete Column
  • Delete Comment
  • Delete Dashboard
  • Delete Discussion
  • Delete Favorite
  • Delete Folder
  • Delete Group
  • Delete Group Members
  • Delete Multiple Favorites
  • Delete Proof
  • Delete Proof Requests
  • Delete Proof Version
  • Delete Report
  • Delete Report Column
  • Delete Rows
  • Delete Sent Update Request
  • Delete Sheet
  • Delete Summary Fields
6 more
  • Delete Update Request
  • Delete Webhook
  • Delete Workspace
  • Remove Report Scope
  • Remove User From Organization
  • Remove User From Plan

Smartsheet setup

  1. Pasting a Smartsheet API key

    Create an API key in Smartsheet, choose Smartsheet in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 180 actions the agent may use. Start with lookups and add the ones that change Smartsheet when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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