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Smartsheet Integration

Noga Tubi
Noga Tubi
  • Updated
Setup the Smartsheet integration and get all the insights in Torii's dashboard

Torii integrates with Smartsheet and syncs the list of users, their roles, statuses and last login time.

 

Important: Requirements

The integration requires the Smartsheet "Business" or "Enterprise" plan.

 

Integration

  1. Go to the Torii Integrations page and click on the Smartsheet tile in order to connect.

  2. Follow the on-screen instructions and grant Torii access to Smartsheet.

 

Actions

Torii allows you to automate Smartsheet user management through workflow actions.

Important Notes:

  1. Adding a User: In certain cases, attributes like first name and last name may be ignored. For instance, if you invite an existing Smartsheet user to join your organization but they have not yet accepted the invitation, any provided first name and last name will be ignored.

  2. Defining a Licensed User: In the "Add User" and "Edit User" actions, only the Group Admin and Resource Viewer roles are supported.

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