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How to connect Softr and Smartsheet
Create a New Scenario to Connect Softr 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 Softr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Softr or Smartsheet will be your first step. To do this, click "Choose an app," find Softr or Smartsheet, and select the appropriate trigger to start the scenario.
Add the Softr Node
Select the Softr node from the app selection panel on the right.
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Add the Smartsheet Node
Next, click the plus (+) icon on the Softr 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 Softr 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 Softr 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 Softr, 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 Softr and Smartsheet integration works as expected. Depending on your setup, data should flow between Softr 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 Softr and Smartsheet
Softr + Smartsheet + Slack: When a new form submission is received in Softr, the corresponding row in Smartsheet is updated with the data. Then, a message is sent to a specified Slack channel to notify the team about the new submission.
Smartsheet + Softr + Airtable: When a row is updated in Smartsheet, the corresponding data is used to update a record in Airtable and update cells in softr website.
Softr and Smartsheet integration alternatives
About Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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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 Softr and Smartsheet
How can I connect my Softr account to Smartsheet using Latenode?
To connect your Softr account to Smartsheet on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Softr and click on "Connect".
- Authenticate your Softr and Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Smartsheet rows when Softr form is submitted?
Yes, you can! Latenode's visual editor makes it easy. Trigger workflows from Softr form submissions and automatically update corresponding rows in Smartsheet, centralizing your data.
What types of tasks can I perform by integrating Softr with Smartsheet?
Integrating Softr with Smartsheet allows you to perform various tasks, including:
- Automatically creating new Smartsheet rows from Softr form submissions.
- Syncing data updates between Softr lists and Smartsheet spreadsheets.
- Triggering email notifications based on changes in either Softr or Smartsheet.
- Creating Softr user accounts when new rows are added to Smartsheet.
- Generating reports from Smartsheet data directly within a Softr dashboard.
Can I use JavaScript to transform data between Softr and Smartsheet?
Yes! Latenode lets you use JavaScript code blocks to transform data, providing maximum flexibility in data manipulation between Softr and Smartsheet.
Are there any limitations to the Softr and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Smartsheet formulas may not be directly transferable.
- Rate limits of the Softr and Smartsheet APIs apply.
- Real-time, two-way synchronization requires careful workflow design.
