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How to connect Monday and Smartsheet
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Smartsheet will be your first step. To do this, click "Choose an app," find Monday or Smartsheet, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Smartsheet Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Smartsheet integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Smartsheet
Monday + Smartsheet + Slack: When a specific column is updated in Monday or a new event occurs in Smartsheet, a notification is sent to a designated Slack channel to keep the team informed of the changes.
Smartsheet + Monday + Google Sheets: When a new event occurs in Smartsheet, a corresponding item is created or updated in Monday. All changes are then logged to a Google Sheet for auditing purposes.
Monday and Smartsheet integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Smartsheet
How can I connect my Monday account to Smartsheet using Latenode?
To connect your Monday account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync project status updates between Monday and Smartsheet?
Yes, you can! Latenode's visual editor simplifies this. Keep project stakeholders updated in both platforms automatically, saving time and improving transparency.
What types of tasks can I perform by integrating Monday with Smartsheet?
Integrating Monday with Smartsheet allows you to perform various tasks, including:
- Automatically create Smartsheet rows from new Monday items.
- Update Monday items when corresponding Smartsheet rows are modified.
- Sync project deadlines between Monday and Smartsheet in real-time.
- Generate summary reports in Smartsheet based on Monday data.
- Trigger Monday automations from specific Smartsheet changes.
How can I use JavaScript code within my Monday + Smartsheet workflows?
Latenode lets you add custom JavaScript code for advanced data transformations and logic, giving you the flexibility for complex integrations beyond simple data syncing.
Are there any limitations to the Monday and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both Monday and Smartsheet.
- Complex data transformations may require knowledge of JavaScript.
- Initial setup requires understanding the data structure of both platforms.
