How to Integrate Smartsheet with Slack
It is very easy to integrate Smartsheet with Slack via Zapier. Here’s a short guide on how to do it:
- Head over to the left-side panel and click 'Create'.
- Choose 'Zaps' from the list of options.
- After that, tap the 'Trigger' tab to start the integration process.
- Search for 'Smartsheet' and then select it from the recommended matches.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log in to your Smartsheet account.
- Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.
- Provide the information needed to set up the Trigger accordingly.
- Once done, click 'Continue' to run your input and test the Trigger.
- One more time, tap 'Continue' to proceed further.
- Following that, search for 'Slack' and select it as the Action app.
- Next, click the drop-down menu and pick the specific 'Action Event' you prefer to carry out.
- Click 'Sign In' afterwards, the log in to your Slack account.
- Subsequently, read the terms and click 'Allow' to grant the necessary permissions.
- One by one, fill out the input fields with the required information.
- Once done, click 'Continue' to publish and enable the integration.
- After completing these steps, your Smartsheet account will be integrated with Slack.
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