How to Integrate Microsoft Teams with Smartsheet
To integrate Microsoft Teams with Smartsheet, follow these steps:
- Go to your Make.com dashboard, click on '+Create a new scenario'.
- In the scenario editor, click the add icon, search for 'Smartsheet' and click on it.
- Select a trigger event for Smartsheet, depending on what event you want to trigger this integration.
- Click 'Create a webhook' to connect Make with Smartsheet.
- Click 'Create a connection.
- Sign in to your Smartsheet account via Make and give it the necessary permissions by clicking 'Allow'.
- Select the sheet or rows you want to work with and set any required filters.
- Click 'Save' to proceed.
- After setting the trigger with Smartsheet, add a second module by clicking the add icon and click 'Microsoft Teams'.
- Select the action you want for Microsoft Teams.
- Set up the workflow to define how Smartsheet triggers should result in actions in Microsoft Teams and click 'OK'.
- After configuring both modules, run a test by clicking 'Run once' to ensure the integration works correctly.
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