Microsoft Outlook and Smartsheet Integration

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Automatically create Smartsheet rows from new Microsoft Outlook emails and attachments, using Latenode's visual editor to filter data, add custom logic via JavaScript, and avoid per-step charges.

Swap Apps

Microsoft Outlook

Smartsheet

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Outlook and Smartsheet

Create a New Scenario to Connect Microsoft Outlook 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 Microsoft Outlook, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Outlook or Smartsheet will be your first step. To do this, click "Choose an app," find Microsoft Outlook or Smartsheet, and select the appropriate trigger to start the scenario.

Add the Microsoft Outlook Node

Select the Microsoft Outlook node from the app selection panel on the right.

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Microsoft Outlook

Configure the Microsoft Outlook

Click on the Microsoft Outlook node to configure it. You can modify the Microsoft Outlook URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Microsoft Outlook

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Connect Microsoft Outlook

Sign In

Run node once

Add the Smartsheet Node

Next, click the plus (+) icon on the Microsoft Outlook 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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Smartsheet

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.

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Microsoft Outlook

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Smartsheet

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Connect Smartsheet

Sign In

Run node once

Configure the Microsoft Outlook 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.

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The action ID

Run node once

Set Up the Microsoft Outlook 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 Microsoft Outlook, 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 Microsoft Outlook and Smartsheet integration works as expected. Depending on your setup, data should flow between Microsoft Outlook 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 Microsoft Outlook and Smartsheet

Smartsheet + Microsoft Outlook + Microsoft Teams: When a new event occurs in Smartsheet (e.g., a row is updated), an email is sent via Outlook and a notification is posted to a Microsoft Teams channel.

Microsoft Outlook + Smartsheet + Slack: When a new email arrives in Outlook, specific information is used to update a Smartsheet. Once the Smartsheet is updated, a notification is sent to a Slack channel.

Microsoft Outlook and Smartsheet integration alternatives

About Microsoft Outlook

Automate email tasks with Microsoft Outlook in Latenode. Send personalized emails, track replies, or create calendar events based on triggers from other apps. Latenode lets you integrate Outlook with your CRM, database, or other tools in visual workflows. Manage email flow without manual work, customize it with code, and scale it on demand.

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.

See how Latenode works

FAQ Microsoft Outlook and Smartsheet

How can I connect my Microsoft Outlook account to Smartsheet using Latenode?

To connect your Microsoft Outlook account to Smartsheet on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Outlook and click on "Connect".
  • Authenticate your Microsoft Outlook and Smartsheet accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Smartsheet from new Outlook emails?

Yes, you can! Latenode’s visual editor makes it easy to parse email content and update Smartsheet rows in real time, saving time on manual data entry and improving data accuracy.

What types of tasks can I perform by integrating Microsoft Outlook with Smartsheet?

Integrating Microsoft Outlook with Smartsheet allows you to perform various tasks, including:

  • Create new Smartsheet rows from incoming Microsoft Outlook emails.
  • Send customized email notifications from Microsoft Outlook based on Smartsheet changes.
  • Automatically archive Microsoft Outlook email attachments to Smartsheet.
  • Track email responses in Smartsheet for project management purposes.
  • Update Smartsheet cells with data extracted from Microsoft Outlook calendar events.

How do I trigger workflows from specific Outlook emails?

You can use email filters within Latenode to trigger workflows based on sender, subject, or keywords, creating targeted automations.

Are there any limitations to the Microsoft Outlook and Smartsheet integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large attachments in Microsoft Outlook may cause processing delays.
  • The number of API calls to Microsoft Outlook and Smartsheet are subject to their respective rate limits.
  • Complex data transformations may require JavaScript knowledge for optimal performance.

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