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Smartsheet "Upsert Row to Sheet” action overview
Smartsheet "Upsert Row to Sheet” action overview

Send your Form data to Smartsheet and add it as a new row - or use it to update an existing row - with the "Upsert Row to Sheet" action.

Updated over 6 months ago

Use a Key Value to determine whether your received Form data should be added as a new row, or used to update an existing row in Smartsheet.

🗒️ Note: Smartsheet actions and Workflows are only available to Enterprise-tier accounts.

For this action, you’ll configure your Connection, Destination Sheet, and Sheet Column Mapping.

Screenshot displaying the Smartsheet: Upsert Row in Sheet action in the Workflow Recipe Builder of the GoFormz web app.

In the Connection menu you’ll find the connections available to you from Smartsheet. If you'd like to add a new connection, scroll to the bottom of the menu and click + Add Connection, or navigate to the Connected Apps page.

Specify the path to the Smartsheet sheet which you want your Smartsheet: Upsert Row in Sheet action to reference with the Destination Sheet.

Sheet Column Mapping is where you’ll enter a column name from your sheet, and define the data which you want to use to populate that column.

Sheet Column Name is the column to which your data will be mapped.

Your New Cell Value is the data which will populate your specified column. This can be a specific alphanumeric value, or you can use Workflow variables to populate the value with a specific field from your Template.

Choose a Key Column to define whether your action should add a new row, or update an existing row to your sheet.

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