Join It + Smartsheet Integration

Integrate Join It to Smartsheet in one click, or tell Integrately AI how you want each membership handled. Track new signups, update your project sheets, log payment details, and keep your team aligned automatically.

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1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It Instant
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready Workflows Ready Workflows for Join It + Smartsheet Integration

Track new memberships, update sheet rows, log payment records, and sync member statuses, all in just one click.

Most popular automationmost-popular-automations
Join It + Smartsheet Integration

Create Smartsheet row for new Join It memberships

When a new memberships is created in your Join It, you can automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Connect more apps to your Join It + Smartsheet flow

Capture member data, update your sheets, notify your team, and trigger follow-up actions across your tools. Pick a combination and activate it in one click.

Join It
Smartsheet
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StripeStripe (4)
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MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
ZoomZoom (4)
J
S
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Add payment details from Join It to your Smartsheet sheet, and create a customer in Stripe
Payments from Join It are recorded in Smartsheet and a customer is created in Stripe instantly, eliminating manual record keeping.
J
S
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When a Join It membership is created, log the row in Smartsheet and create an invoice in Stripe
New Join It memberships automatically populate your Smartsheet tracker and generate a Stripe invoice without manual data entry.
J
S
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When a Join It membership goes inactive, update the Smartsheet row and create a credit note in Stripe
Inactive memberships update your Smartsheet status and generate a Stripe credit note automatically.
J
S
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Use ChatGPT to summarise new Join It payments, log them in Smartsheet, and create a charge in Stripe
ChatGPT summarises payment notes, logs them in Smartsheet, and processes a charge in Stripe automatically.

Supported triggers and actions for Join It and Smartsheet

Mix and match to build the exact automation you need

Join It
Join It Triggers & Actions
Instant
Membership is created in Join It
Triggers the automation when a new membership is created
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Instant
Membership is updated in Join It
Triggers the automation when a membership is modified
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Instant
Payment is created in Join It
Triggers the automation when a new payment is created
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Instant
Membership is renewed in Join It
Triggers the automation when membership is renewed
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Instant
Membership goes into inactive status in Join It
Triggers the automation when a membership becomes inactive
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No action is available
Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with Join It + Smartsheet?

Streamline your membership operations by connecting Join It triggers directly to Smartsheet actions.

What you can automate?
📝
Log every new membership automatically
Capture new signups the moment they happen. Every membership created in Join It adds a new row in Smartsheet without manual entry.
📊
Map every submitted field into columns
Organise detailed member responses across separate Smartsheet columns instead of basic summaries. Your sheet becomes a structured database for review.
🔔
Alert your team instantly on signup
Keep staff informed of new revenue and member registrations. Trigger instant notifications the second a payment or membership is created.
🔀
Route records based on member tiers
Apply different logic depending on submitted membership types or payment tiers. Sort enterprise and standard members into separate sheet views automatically.
🔄
Keep tracking sheets updated on renewal
Reflect member lifecycle changes in real time. Update existing Smartsheet rows automatically whenever a membership is renewed.
🔍
Search and update instead of duplicating
Prevent messy duplicate records in your spreadsheets. Search for existing member rows in Smartsheet and update them when details change.
⚠️
Manage inactive statuses and lapses
Keep records clean when memberships lapse. Automatically update Smartsheet rows when memberships go into inactive status.
💬
Extend workflows to team messaging
Connect your core automation to Slack or email tools to notify stakeholders and coordinate follow-up tasks effortlessly.
And much more...

Who is Join It + Smartsheet integration for?

Membership managers, operations coordinators, and finance leads can eliminate manual entry, keeping project sheets and member records perfectly synchronised across systems.

Analytics managers
Analytics managers
Membership coordinators
Membership coordinators
Client success directors
Client success directors
Operations teams
Operations teams
Finance managers
Finance managers
Membership administrators
Membership administrators
📈
Analytics managers
You're tracking member metrics across multiple tools but your tracking sheet only updates when someone manually exports Join It records, so the row counts you're reporting on are always a few hours behind — with this integration, every new membership lands in the sheet instantly and your data stays current.
⚡
Membership coordinators
You manage new signups and need to act fast on member onboarding, but you find out about new payments too late because notifications get buried in email inboxes — automating both apps means every payment creates a sheet row instantly, so your onboarding team can reach out right away.
🤝
Client success directors
You answer to stakeholders who want to see live member progress and project updates, but assembling status reports by hand takes hours every week — this integration means every membership change updates your project sheets automatically, giving clients a clear and accurate view.
🔄
Operations teams
The volume of daily member renewals and signups is too high for anyone to keep up with by hand, leading to missing entries and broken workflows — connecting these apps means every transaction logs itself in Smartsheet without manual intervention.
💼
Finance managers
You depend on membership teams to hand over payment records so you can reconcile accounts, but delayed updates leave gaps in your financial tracking — automating both apps means every payment transaction flows straight into your financial sheets the second it occurs.
📋
Membership administrators
You need a reliable history of member renewals and status changes, but manual data entry keeps leaving gaps in your audit logs — with this integration, every status update is captured accurately in your sheet from day one.
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Why choose Integrately to automate Join It + Smartsheet

Build and manage your Join It + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Join It + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Join It to Smartsheet?
Frequently Asked Questions
You can connect Join It to Smartsheet in one click using pre-built workflows on Integrately. With support for apps like Stripe, Slack, and Google Drive, you can set up automated syncs or use Integrately AI to configure custom steps.
Can I automatically add new Join It memberships as rows in Smartsheet?
Frequently Asked Questions
Can I connect Join It, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Join It and Smartsheet?
Frequently Asked Questions
How does Join It handle membership data transfers here?
Frequently Asked Questions
How do Smartsheet rows get updated when memberships renew?
Frequently Asked Questions
Do I need coding skills to automate Join It and Smartsheet?
Frequently Asked Questions
Is the Join It and Smartsheet integration free?
Frequently Asked Questions
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You Can Also Connect Join It or Smartsheet With 1500+ Other Apps

Join It
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Smartsheet
Popular Smartsheet Integrations
Sync Smartsheet with project management, reporting, and business intelligence tools to keep operational data working across your stack.
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