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How to connect Circle and Smartsheet
Create a New Scenario to Connect Circle and Smartsheet
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Smartsheet will be your first step. To do this, click "Choose an app," find Circle or Smartsheet, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Smartsheet Node
Next, click the plus (+) icon on the Circle node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Circle and Smartsheet Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Circle and Smartsheet Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Circle, Smartsheet, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Circle and Smartsheet integration works as expected. Depending on your setup, data should flow between Circle and Smartsheet (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Circle and Smartsheet
Circle + Smartsheet + Slack: When a new member joins a Circle community, their information is added as a new row to a Smartsheet contact list, and a notification is sent to a specified Slack channel.
Smartsheet + Circle + Google Sheets: When a new row is added to a Smartsheet sheet (e.g., customer feedback), the data from that row is added as a new row in a Google Sheet. Then, a summary can be sent to a Circle community group via direct message.
Circle and Smartsheet integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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About Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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FAQ Circle and Smartsheet
How can I connect my Circle account to Smartsheet using Latenode?
To connect your Circle account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track new Circle community members in Smartsheet?
Yes, you can! With Latenode, automatically log new Circle members into a Smartsheet sheet. Benefit: improved community analytics and streamlined reporting with zero coding.
What types of tasks can I perform by integrating Circle with Smartsheet?
Integrating Circle with Smartsheet allows you to perform various tasks, including:
- Automatically adding new Circle members to a Smartsheet contact list.
- Creating new Smartsheet rows for each new post in a Circle community.
- Updating Smartsheet cells when a Circle user achieves a milestone.
- Triggering Circle announcements based on Smartsheet data changes.
- Generating reports on Circle community activity within Smartsheet.
Can I use JavaScript to enhance my Circle Smartsheet automation?
Yes! Latenode lets you use JavaScript for advanced Circle and Smartsheet automation, adding complex logic and custom data transformations.
Are there any limitations to the Circle and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Circle and Smartsheet APIs may affect high-volume workflows.
- Complex data transformations might require intermediate steps for optimal performance.
- Real-time data synchronization depends on the polling interval configured in Latenode.
