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How to connect Moco and Smartsheet
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Smartsheet will be your first step. To do this, click "Choose an app," find Moco or Smartsheet, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the Smartsheet Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Smartsheet integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Smartsheet
Moco + Smartsheet + Slack: When a new event is detected in Moco, a new row is created in Smartsheet to track the project. Afterwards, a message is sent to a Slack channel notifying the team about the new project and its Smartsheet link.
Smartsheet + Moco + Google Calendar: When a new event occurs in Smartsheet (e.g., row update), update the project details in Moco, and then create a new event in Google Calendar for the task assignee.
Moco and Smartsheet integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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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 Moco and Smartsheet
How can I connect my Moco account to Smartsheet using Latenode?
To connect your Moco account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Smartsheet with new Moco time entries?
Yes, Latenode allows automatic Smartsheet updates from Moco. This ensures real-time project tracking, reduces manual data entry, and improves reporting accuracy via automated workflows.
What types of tasks can I perform by integrating Moco with Smartsheet?
Integrating Moco with Smartsheet allows you to perform various tasks, including:
- Creating new Smartsheet rows for each new project created in Moco.
- Updating Smartsheet project status based on time tracked in Moco.
- Generating summary reports in Smartsheet from Moco time tracking data.
- Automatically archiving completed projects in both Moco and Smartsheet.
- Sending notifications for budget overruns based on Moco time entries.
How secure is Moco data when using Latenode integration?
Latenode uses industry-standard encryption and secure authentication protocols to protect your Moco and Smartsheet data during integration and workflow execution.
Are there any limitations to the Moco and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- High-volume data transfers can be subject to API rate limits.
- Custom Moco fields may need specific mapping configurations.
