Quick summary
This tutorial shows how to integrate Microsoft Teams with Smartsheet using Make.com by building an automated scenario that sends Teams actions whenever a Smartsheet event is triggered. In just a few steps you can connect both apps, configure a webhook, and run a live test to confirm the automation works.
Steps
- Go to your Make.com dashboard and click 'Create a new scenario'.
- In the scenario editor, click the add icon, search for 'Smartsheet', and click on it.
- Select a trigger event for Smartsheet based on what event should start the integration.
- Click 'Create a webhook' to connect Make with Smartsheet.
- Click 'Create a connection' to establish the link between Make and your Smartsheet account.
- Sign in to your Smartsheet account via Make and grant the necessary permissions by clicking 'Allow'.
- Select the sheet or rows you want to work with and set any required filters.
- Click 'Save' to proceed.
- Add a second module by clicking the add icon and select 'Microsoft Teams'.
- Select the action you want Microsoft Teams to perform.
- Set up the workflow to define how Smartsheet triggers map to Microsoft Teams actions, then click 'OK'.
- Click 'Run once' to test the integration and confirm it works correctly.
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