Smartsheet is a collaborative work management platform that combines familiar spreadsheets with dashboards, automation, and reporting. Connecting to Cognito Forms turns submissions into structured rows—adding details, assigning owners, and keeping project lists and logs up to date.
Capture entries and update your sheets automatically—cut rekeying, speed reporting, and keep source‑of‑truth data accurate for every team.
- Reduce manual data entry
- Faster status reporting
- Get cleaner, trusted data
Use this integration to:
- Create new rows with mapped fields
- Update existing rows when entries change
- Attach files and links to rows
How It Works
- Log in to Zapier
- Visit zapier.com and sign in
- Start a new Zap
- Click “Create Zap”
- Set trigger
- Choose Cognito Forms > “New Entry” or “Entry Updated”
- Connect the form
- Add Smartsheet action
- Choose “Create Row” or “Update Row”
- Connect your Smartsheet account
- Map inputs
- Map form data to row columns
- Test the Zap
- Run a test entry to confirm row sync in Smartsheet
- Activate the Zap
- Turn it on for ongoing automation
Still need help? Check out our Zapier support article.
- Log in to Make
- Visit make.com and sign in
- Create a scenario
- Click “Create a new scenario”
- Trigger with Cognito Forms
- Add the “Watch New Entries” or “Watch Entry Deleted” module
- Use the Create a Webhook / Choose a hook
- Connect your Cognito Forms account and select your form
- Add Smartsheet action
- Choose “Create Row” or “Update Row” in Smartsheet
- Connect your Smartsheet account
- Map form fields
- Assign form inputs to Smartsheet column values
- Test the scenario
- Submit a form entry and confirm row creation or update in Smartsheet
- Activate scenario
- Turn it on to begin live syncing
Still need help? Check out our Make support article.
- Log in to Power Automate
- Go to flow.microsoft.com and sign in
- Create automated cloud flow
- Click “Create” > “Automated cloud flow”
- Add Cognito Forms trigger
- Select “When a new entry is created” or “When entry is updated”
- Connect your form and choose it
- Add Smartsheet action
- Choose “Add a row” or “Update a row” in Smartsheet connector
- Sign in to Smartsheet
- Map form fields
- Map form fields to corresponding columns in Smartsheet
- Test the flow
- Submit a test to ensure accurate row creation/update
- Enable flow
- Turn it on and monitor run history for errors
Still need help? Check out our Microsoft Power Automate support article.