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Integrate Smartsheet with your AI CRM

Smartsheet is a collaborative work management platform for organizing projects, sheets, reports, dashboards, workflows, and teams.

Explore Triggers and Actions

Add Alternate Emails

Add one or more alternate email addresses for a user. Available only to System Admins on Enterprise plans with the feature activated by Support.

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Add Attachment Version

Upload a new binary or multipart version of an existing sheet or row file attachment. Files are limited to 30 MB; attachment uploads cost 10 rate-limit units.

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Add Cell Image

Upload image bytes to a specific Smartsheet cell using the binary file marker contract.

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Add Columns

Inserts one or more columns into a sheet.

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Add Favorites

Adds one or more items to the user's Smartsheet favorites.

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Add Group

Creates a new organization group. Requires group administrator or system administrator access.

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Add Group Members

Adds one or more members to a group asynchronously. Requires group administrator or system administrator access.

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Add Report Columns

Add columns to a report.

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Add Report Scope

Add source sheets to a report by sheet or parent workspace.

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Add Rows

Insert one row or a batch of up to 500 rows, preserving Smartsheet location specifiers for top, bottom, parent, and sibling placement.

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Add Summary Field Image

Uploads raw image bytes to a sheet summary field.

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Add Summary Fields

Creates one or more summary fields on a sheet.

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Add User

Add a user to the organization account. Requires a qualifying paid plan and System Admin permission.

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Attach To Comment

Attach a file or supported provider URL to a comment. Files are limited to 30 MB; uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.

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Attach To Proof

Attaches a file of up to 30 MB to a proof. Uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.

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Attach To Row

Attach a file or supported provider URL to a row. Files are limited to 30 MB; uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.

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Attach To Sheet

Attach a file or supported provider URL to a sheet. Files are limited to 30 MB; uploads cost 10 rate-limit units and are limited to 30 calls per minute per token.

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Check Favorite

Checks whether a specific Smartsheet item is a favorite.

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Copy Dashboard

Creates a copy of a specified Smartsheet dashboard.

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Copy Folder

Copies a Smartsheet folder. Cell history is not copied.

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Copy Rows To Another Sheet

Copy selected rows to the bottom of another Smartsheet sheet.

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Copy Sheet

Creates a copy of the specified sheet.

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Copy Workspace

Copies a Smartsheet workspace. Cell history is not copied.

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Create Cross Sheet References

Creates a cross-sheet reference and defines its source range.

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Create Discussion Comment

Adds a comment to a discussion using JSON or multipart upload.

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Create Folder In Folder

Creates a new folder inside an existing Smartsheet folder.

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Create Folder In Home

Creates a folder in Home. This Smartsheet endpoint is deprecated.

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Create Folder In Workspace

Creates a new folder at the top level of a Smartsheet workspace.

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Create Proof

Creates a proof on a row from an application/octet-stream file upload.

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Create Proof Discussion

Creates a discussion on a proof using exactly application/json or multipart/form-data.

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Create Proof Request

Creates and sends a proof request. Sending the request is an irreversible external effect.

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Create Proof Version

Creates a proof version from a binary file upload.

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Create Report

Create a report from a scope, columns, definition, and destination.

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Create Row Discussion

Creates a discussion on a row using JSON or multipart upload.

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Create Sheet Discussion

Creates a discussion on a sheet using JSON or multipart upload.

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Create Sheet In Folder

Creates a sheet from scratch or from the specified template in the specified folder.

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Create Sheet In Sheets Folder

Creates a sheet from scratch or from the specified template in the user's Sheets folder (Home). Deprecated by Smartsheet but retained for API 2.0 parity.

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Create Sheet In Workspace

Creates a sheet from scratch or from the specified template at the top-level of the specified workspace.

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Create Update Request

Creates an update request and sends or schedules its email notification. This has an irreversible external effect.

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Create Webhook

Creates an inactive webhook owned by the connected API-token user. Requires a personal API access token; activate it later with Update Webhook.

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Create Workspace

Creates a new Smartsheet workspace.

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Deactivate User

Deactivate a user in the current plan, blocking all Smartsheet use without changing existing item permissions. Requires System Admin permission, is unavailable for Smartsheet Gov, and cannot deactivate externally managed or common-ISP-domain users.

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Delete Alternate Email

Delete an alternate email. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.

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Delete Asset Share

Deletes a share for a Smartsheet asset.

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Delete Attachment

Delete an attachment from a Smartsheet sheet.

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Delete Attachment Versions

Delete every version of an attachment, effectively removing a multi-version attachment from its parent object.

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Delete Automation Rule

Deletes an automation rule from a sheet.

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Delete Column

Deletes a column from a sheet.

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Delete Comment

Deletes the specified comment.

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Delete Dashboard

Deletes a specified Smartsheet dashboard.

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Delete Discussion

Deletes the specified discussion.

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Delete Favorite

Removes one item from the user's Smartsheet favorites.

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Delete Folder

Deletes a Smartsheet folder.

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Delete Group

Deletes a group asynchronously. Members may briefly retain sharing access after the call returns.

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Delete Group Members

Removes a member from a group asynchronously. Requires group administrator or system administrator access.

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Delete Multiple Favorites

Removes multiple favorites of one type.

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Delete Proof

Deletes an original proof and all its versions.

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Delete Proof Requests

Deletes all requests in a proof.

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Delete Proof Version

Deletes the current proof version identified by proof ID.

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Delete Report

Delete a report by ID.

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Delete Report Column

Delete a column from a report.

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Delete Rows

Delete one or more rows from a Smartsheet sheet.

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Delete Sent Update Request

Deletes a sent update request only while it is pending; completed requests cannot be deleted.

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Delete Sheet

Deletes the sheet specified in the URL.

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Delete Summary Fields

Deletes one or more summary fields from a sheet.

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Delete Update Request

Terminates future scheduled delivery of an update request.

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Delete Webhook

Permanently deletes a webhook owned by the connected API-token user. Requires a personal API access token; disable temporarily with Update Webhook instead.

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Delete Workspace

Permanently deletes a Smartsheet workspace.

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Downgrade User

Irreversibly downgrade a user's seat in a specified plan. GUEST is valid only for external users. Requires System Admin permission.

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Edit Comment

Updates comment text. Only the user who created a comment may update it.

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Get Alternate Email

Get one alternate email. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.

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Get Asset Share

Retrieves a specific share for a Smartsheet asset.

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Get Attachment

Fetch attachment metadata and, for files, a temporary download URL and its lifetime.

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Get Automation Rule

Returns an automation rule, including its action values.

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Get Column

Gets the definition of a sheet column.

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Get Comment

Gets the comment specified by comment ID.

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Get Contact

Get a specified Smartsheet contact by contact ID.

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Get Cross Sheet Reference

Gets a cross-sheet reference by ID.

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Get Current User

Get the connected Smartsheet user's profile. OAuth permits this identity operation without a dedicated scope.

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Get Dashboard

Gets a specified Smartsheet dashboard and its widgets.

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Get Dashboard Path

Gets the hierarchical folder and workspace path of a dashboard.

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Get Dashboard Publish Status

Gets the publish settings for a Smartsheet dashboard.

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Get Discussion

Gets the discussion specified by discussion ID.

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Get Folder Metadata

Gets the metadata of a Smartsheet folder.

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Get Folder Path

Gets the hierarchical path of a folder within its workspace.

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Get Group

Gets a group and its members.

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Get Image URLs

Generate temporary read URLs for specified Smartsheet cell images. The returned URLs expire after the reported lifetime.

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Get Proof

Gets a proof, optionally including attachments or discussions.

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Get Report

Get one report as a paged JSON object or an offloaded Excel or CSV file.

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Get Report Column

Get one report column by its virtual ID.

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Get Report Definition

Get a report's filters, grouping, summarizing, and sorting definition.

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Get Report Path

Get the report's hierarchical folder and workspace path.

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Get Report Publish Status

Get a report's publishing settings.

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Get Row

Get a Smartsheet row by sheet and row ID, with optional related row data.

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Get Sent Update Request

Gets the specified sent update request on the sheet.

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Get Server Info

Get Smartsheet application constants, formats, and supported locales.

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Get Sheet

Gets a sheet in the format specified, based on the sheet Id. Returns one page and a continuation cursor.

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Get Sheet Path

Gets the hierarchical path of the sheet, showing its location within folders and workspace, if workspace-level access is provided.

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Get Sheet Publish Status

Gets the sheet's 'Publish' settings.

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Get Sheet Summary

Returns all summary fields defined on a sheet, including requested format or writer details.

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Get Sheet Version

Gets the sheet version without loading the entire sheet. The following actions increment sheet version: add/modify cell value add/modify discussion/comment add/modify row add/remove/update version attachment cell updated via cell link change formatting.

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Get Update Request

Gets an update request that has a future delivery schedule.

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Get User

Get a Smartsheet user by ID.

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Get Webhook

Gets a webhook owned by the connected API-token user, including its configured event patterns. Requires a personal API access token.

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Get Workspace Metadata

Gets metadata for a specified Smartsheet workspace.

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Import Sheet From Csv Xlsx

Imports CSV or XLSX data into a new sheet in the top-level "Sheets" folder. Deprecated by Smartsheet but retained for API 2.0 parity.

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Import Sheet Into Folder

Imports CSV or XLSX data into a new sheet in the specified folder.

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Import Sheet Into Workspace

Imports CSV or XLSX data into a new sheet in the specified workspace.

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List Alternate Emails

List a user's alternate email addresses. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.

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List Asset Shares

Retrieves one page of users and groups an asset is shared with and their access levels.

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List Attachment Versions

Get one page of an attachment's versions, ordered from newest to oldest.

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List Automation Rules

Returns one page of automation rules associated with a sheet.

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List Cell History

Return one page of cell modification history. This resource-intensive endpoint consumes 10 rate-limit units, so avoid parallel calls and wait at least 60 seconds after a 429.

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List Columns

Gets one page of columns belonging to a sheet.

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List Contacts

Get one page of the connected user's Smartsheet contacts and return a continuation cursor.

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List Cross Sheet References

Lists one page of cross-sheet references for a sheet.

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List Dashboards

Gets one page of dashboards the connected user can access.

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List Discussion Attachments

Get one page of attachments in a Smartsheet discussion.

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List Events

Fetch Smartsheet organization events for a System Admin. Requires the Event Reporting premium add-on.

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List Favorites

Gets the user's favorites and returns one page with a continuation cursor.

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List Filtered Events

Fetch events related to selected Smartsheet sheets and workspaces for a non-admin user. Requires the Event Reporting premium add-on.

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List Folder Children

Returns one page of immediate resources inside a Smartsheet folder.

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List Folders In Home

Lists folders in the Sheets folder. This Smartsheet endpoint is deprecated.

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List Home Contents

Gets all Home objects shared to the user. This Smartsheet endpoint is deprecated.

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List Org Groups

Gets one page of all groups in an organization account, with a continuation cursor.

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List Org Sheets

Gets a summarized list of all sheets owned by the members of the organization account. Plan or role restrictions apply; see plan_role_constraints.

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List Proof Attachments

Gets one page of non-discussion attachments in a proof.

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List Proof Discussions

Gets one page of discussions in a proof.

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List Proof Request Actions

Gets one page of summarized request actions for a proof.

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List Proof Versions

Gets one page of proof versions from newest to oldest.

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List Proofs

Gets one page of proofs for a sheet.

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List Report Columns

List one page of columns for a report.

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List Report Scope

List one page of source sheets and workspaces in a report's scope.

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List Reports

List all reports accessible to the connected user.

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List Row Attachments

Get one page of row- and row-discussion-level attachments on a Smartsheet row.

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List Row Discussions

Gets one page of discussions associated with a row.

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List Sent Update Requests

Lists summarized sent update requests on the sheet. Returns one page and a continuation cursor.

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List Sheet Attachments

Get one page of sheet-, row-, and discussion-level attachments on a sheet.

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List Sheet Discussions

Gets one page of discussions associated with a sheet.

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List Sheets

Gets a list of all sheets that the user has access to. The list contains an abbreviated Sheet object for each sheet. Returns one page and a continuation cursor.

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List Summary Fields

Returns one page of sheet summary fields and a continuation cursor.

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List Update Requests

Gets one page of update requests with future schedules and a continuation cursor.

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List User Plans

List one token-paginated page of plans to which a user belongs.

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List Users

List organization users with optional email, plan, and seat filters. Organization directory access can require a qualifying plan and System Admin role.

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List Webhooks

Gets one page of webhooks owned by the connected API-token user. Requires a personal API access token because OAuth access is shared across the third-party app.

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List Workspace Children

Retrieves one page of immediate child resources from a specified Smartsheet workspace.

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List Workspaces

Retrieves one page of workspace metadata for workspaces the connected user can access.

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Make Alternate Email Primary

Make a confirmed alternate address the user's primary email. The current primary domain must be validated, and the alternate address must be confirmed or its domain validated. Available only to System Admins on Enterprise or Advanced Work Management plans with the feature activated by Support.

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Move Dashboard

Moves a specified Smartsheet dashboard to another container.

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Move Folder

Moves a Smartsheet folder to another container.

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Move Rows To Another Sheet

Move selected rows to the bottom of another Smartsheet sheet.

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Move Sheet

Moves the specified sheet to a new location.

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Reactivate User

Reactivate a user deactivated less than 30 days ago. Requires System Admin permission, is unavailable for Smartsheet Gov, and cannot reactivate external, out-of-plan, or common-ISP-domain users.

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Remove Report Scope

Remove source sheets from a report by sheet or parent workspace.

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Remove User From Organization

Remove a user from the organization, optionally removing shares or transferring assets. Requires System Admin permission and can fail for managed users, main contacts, or invalid transfer recipients.

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Remove User From Plan

Deactivate a user's membership in a plan while preserving ownership and read-only access. This operation is unavailable to legacy plans and requires an eligible System Admin caller.

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Reset Webhook Shared Secret

Irreversibly rotates a webhook secret owned by the connected API-token user after explicit confirmation. Requires a personal API access token.

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Search Everything

Searches all sheets that the user can access, for the specified text.

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Search Sheet

Gets a list of the user's search results in a sheet, based on a query.

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Send Report By Email

Send a report attachment by email. This has an irreversible external effect.

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Send Rows By Email

Send selected Smartsheet rows by email. This operation has an irreversible external effect.

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Send Sheet By Email

Sends the sheet as a PDF attachment via email to the designated recipients. This operation has an irreversible external effect.

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Set Dashboard Publish Status

Publishes or unpublishes a Smartsheet dashboard.

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Set Report Publish Status

Set report publishing status and return the resulting public URL when enabled.

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Set Sheet Publish Status

Sets the publish status of the sheet and returns the new status, including the URLs of any enabled publishings.

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Share Asset

Shares a Smartsheet asset with specified users or groups.

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Sort Rows In Sheet

Sort all rows in a Smartsheet sheet by one or more prioritized column criteria.

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Update Asset Share

Updates the access level of a share for a Smartsheet asset.

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Update Automation Rule

Updates an existing automation rule.

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Update Column

Updates, moves, or renames a sheet column.

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Update Dashboard

Renames a specified Smartsheet dashboard.

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Update Folder

Updates a Smartsheet folder.

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Update Group

Updates a group. Requires group administrator or system administrator access.

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Update Proof Status

Sets a proof as complete or incomplete.

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Update Report Column

Update a report column's title, position, visibility, or width.

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Update Report Definition

Create or entirely replace a report definition.

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Update Rows

Update one row or a batch of up to 500 rows, including cells and location operations such as moving, indenting, or outdenting.

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Update Sheet

Updates the sheet specified in the URL.

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Update Summary Fields

Updates summary fields on a sheet.

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Update Update Request

Changes an update request that still has a future scheduled delivery.

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Update User

Update user attributes. Requires System Admin permission; modifying a user-model organization member also requires membership in that organization.

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Update User Profile Image

Upload a GIF, JPG, or PNG profile image using the provider's binary, multipart, or JSON URL form. Smartsheet scales images larger than 1050 by 1050 pixels unless a custom size applies.

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Update Webhook

Updates a webhook owned by the connected API-token user. Requires a personal API access token because OAuth administration is app-wide.

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Update Workspace

Updates a Smartsheet workspace.

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Upgrade User

Irreversibly upgrade a user's seat in a specified plan. GUEST is valid only for external users. Requires System Admin permission.

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How the Smartsheet integration works

The Smartsheet integration connects your Dench AI CRM directly to Smartsheet, so agents can read and act on your Smartsheet data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

185 actions are available for agents to invoke on your behalf. Every call runs through Smartsheet's own authorization, scoped to the account you connect.

Set up Smartsheet in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Smartsheet and click Connect — you'll authorize access through Smartsheet's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Smartsheet in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Smartsheet integration work with Dench?

The Dench Smartsheet integration connects your AI CRM to Smartsheet, so AI agents can work with your Smartsheet data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Smartsheet via Dench?

The Smartsheet integration currently exposes 185 actions, including Add Alternate Emails, Add Attachment Version, Add Cell Image, Add Columns, Add Favorites, and Add Group. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Smartsheet to Dench?

No. You connect Smartsheet from your Dench workspace using Smartsheet's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Smartsheet integration secure?

Connections are authorized through Smartsheet's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Smartsheet connection from your workspace settings at any time.

Smartsheet | Dench AI CRM