Integrate with Smartsheet

You can get a cell value from Smartsheet and pull it into the workflow.

Before you begin

  1. Generate an API key in Smartsheet. You can do it in Smartsheet by going to Account > Apps & Integrations. For details, see Smartsheet documentation.
  2. In your Smartsheet sheet, get the Sheet ID, Row ID, and Column ID. This will identify the cell you want to retrieve. For details on how to get this data, see Smartsheet documentation.

Get the cell value

  1. In your Next Matter workflow, create an integration step.
  2. Click Settings and enter the following details:
  • URL: https://api.smartsheet.com/2.0/sheets/SHEET_ID/rows/ROW_ID/columns/COLUMN_ID/history
  • Method: GET
  • Headers: Content-Type: application/json
  • Headers: Authorization: SMARTSHEET_API_KEY
  • Leave Bodyempty.
  • Create the following variables:
    • $.data[0].displayValue
  1. Save your changes.

Create a new row in the sheet

  1. In your Next Matter workflow, create an integration step.
  2. Click Settings and enter the following details:
  • URL: https://api.smartsheet.com/2.0/sheets/SHEET_ID/rows/
  • Method: POST
  • Headers: Content-Type: application/json
  • Headers: Authorization: SMARTSHEET_API_KEY
  • Body: The body contains the row you want to add and the setting to place the new row on top of the sheet ("toTop": "true"). In case you want to place it at the bottom use ("toBottom":"true").
[{
    "toTop":true, 
    "cells": [ //Copy and paste that structure one for each cell you want to fill in in the row
         {
               "columnId": COLUMN_ID, //this identifies the cell. No need to fill in the cells in the row
               "objectValue": "CELL_VALUE",//add a cell value here
                "strict": false
        }]
}]
  • Create the following variables. It will allow you to use the data from the response in later steps.
    • $.result[0].id
  1. Save your changes.