Use the GoFormz-Smartsheet connection to centralize your project data collection to aid in project management, and to help ensure that you’re processing accurate data.
🗒️ Note: Access to a Smartsheet connection and the corresponding Smartsheet Workflows are only available for Enterprise-tier accounts.
Before you begin, make sure that you have access to an existing Smartsheet account. The account used to set up this connection will be tied to all related activity. Create a dedicated “GoFormz Integration” Smartsheet account to accurately track it's activity.
In addition, GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Smartsheet username as part of your connection name.
Each time you update your Smartsheet connection, you’ll also need to re-authenticate this connection.
While this process allows GoFormz to integrate with your Smartsheet account, GoFormz will not manage any of your Smartsheet settings.
🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.
Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.
Click the Manage Connected Apps card.
You'll navigate to the Connected Apps page.
Locate the Smartsheet connection card and click Add Connection.
A Smartsheet log-in window will appear.
In the Select Authentication Method drop-down menu, choose Default.
Click Next.
Log in to Smartsheet using your username and password, or one of Smartsheet’s SSO log-in options.
You’ll navigate to the Allow Access? screen.
Review the connection permissions.
Click Allow.
If your connection was successful, you'll find a Smartsheet connection card on the App Connections page listed under My Connections.