An automated workflow using integromat
Connects Gmail + Smartsheet
Create rows in Smartsheet from new Gmail messages matching your search criteria
About this workflow template
This automation scenario allows you to connect Gmail and Smartsheet
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gmail and Smartsheet can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in Smartsheet
Create a Row in Smartsheet
Inserts a row into the specified sheet.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create rows in Smartsheet from new Gmail messages matching your search criteria.
Part I
Configure Applications
First, we need to connect Gmail and Smartsheet to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect Smartsheet to Make.com.
Give Make.com access to your Smartsheet account, using Smartsheet credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for Smartsheet
Choose this action: Create a Row (Inserts a row into the specified sheet.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Smartsheet.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create rows in Smartsheet from new Gmail messages matching your search criteria!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Add row to sheet
Add a row to a sheet.
actionbyzapierpabbly-connectpipedreamCreate a row
Inserts a row into the specified sheet.
actionbyintegromatNew row update
Update an existing row with new values. Requires a row ID.
actionbyzapierAdd attachment to row
Adds a file attachment to a row.
actionbyzapierNew sheet from template
Create a new sheet from a template.
actionbyzapierpabbly-connectpipedreamCreate workspace
Creates a Workspace.
actionbyzapierintegratelypabbly-connectalbato
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
