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Customize your PeopleDoc and Smartsheet integration with the following triggers and actions.

Triggers

When this happens…

PeopleDoc
  • New event Real-time
    New event in object in PeopleDoc
  • Any other trigger you can think up

Smartsheet
  • New or updated row in a sheet Real-time
    New or updated row in a sheet in Smartsheet
  • New or updated row in report
    New or updated row in report in Smartsheet
  • New row in report
    New row in report in Smartsheet
  • Any other trigger you can think up

Actions

Do this…

PeopleDoc
  • Custom action
    Custom action in (Custom)
  • Create record
    Create record in PeopleDoc
  • Get record
    Get record in PeopleDoc
  • Search records
    Search records in PeopleDoc
  • Update record
    Update record in PeopleDoc
  • Upload file
    Upload a file in PeopleDoc
  • Any other action you can think up

Smartsheet
  • Custom action
    Custom action in Smartsheet (Custom)
  • Create row
    Create row in Smartsheet
  • Get row by ID
    Get row by ID in Smartsheet
  • Search rows Batch
    Search rows in Smartsheet
  • Update row
    Update row in Smartsheet
  • Any other action you can think up

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