How to Integrate Notion with Smartsheet
Integrating Notion with Smartsheet can help streamline project management and data handling by automating workflows between the two platforms. Here’s a step-by-step guide on how to set up the integration by using Zapier:
- Click on the 'Create' option and select 'Zaps' to start a new automation.
- Click 'Trigger' to set up a trigger for your automation.
- Search for and select 'Smartsheet' as the trigger app.
- Select a trigger event, such as 'New Row' or 'Updated Row'.
- Connect your Smartsheet account to Zapier by clicking 'Allow'.
- You can click 'Change' if you need to change your Smartsheet account connected to Zapier.
- Set up a trigger by specifying the conditions that will trigger the Zap.
- Test the trigger and ensure Zapier can retrieve data from Smartsheet. To proceed, click 'Continue with selected record'.
- Set up 'Notion' as the action app.
- Select an action event, such as 'Create Database Item' or ‘Update Database Item.'
- Sign in to your Notion account and grant Zapier access.
- Select the action field from Smartsheet to Notion.
- By following these steps, you can effectively integrate Notion with Smartsheet, ensuring seamless data transfer and workflow management.