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How to connect Knack and Smartsheet
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Smartsheet will be your first step. To do this, click "Choose an app," find Knack or Smartsheet, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Smartsheet Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Smartsheet integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Smartsheet
Knack + Smartsheet + Slack: When a new entry is created in Knack, a corresponding row is created in Smartsheet. Then, a Slack notification is sent to a designated channel, informing the team about the new Knack entry and its Smartsheet counterpart.
Smartsheet + Knack + Jotform: When a row is updated in Smartsheet, the corresponding record in Knack is updated. This update then triggers a Jotform survey to be sent, collecting feedback related to the Smartsheet update.
Knack and Smartsheet integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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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See how Latenode works
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FAQ Knack and Smartsheet
How can I connect my Knack account to Smartsheet using Latenode?
To connect your Knack account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Knack data to Smartsheet for reporting?
Yes, you can! Latenode allows real-time data synchronization. Benefit from automated updates and accurate reports, leveraging Knack's data within Smartsheet, no coding needed.
What types of tasks can I perform by integrating Knack with Smartsheet?
Integrating Knack with Smartsheet allows you to perform various tasks, including:
- Creating new Smartsheet rows from new Knack records automatically.
- Updating Knack records when corresponding Smartsheet rows are modified.
- Triggering workflows in Smartsheet based on events happening in Knack.
- Generating summaries in Smartsheet from aggregated Knack data.
- Automating project tracking by syncing milestones between both platforms.
Can I transform data between Knack and Smartsheet fields?
Yes, Latenode's data transformation tools enable seamless mapping and modification, ensuring compatibility across Knack and Smartsheet fields.
Are there any limitations to the Knack and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Large data volumes can impact workflow execution time.
- Real-time sync depends on the API rate limits of Knack and Smartsheet.
