Integrate Sharepoint to Smartsheet in one click, or tell Integrately AI how you want each file handled. Create rows, add attachments, update sheets, and keep your team aligned automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Sharepoint + Smartsheet flow
Sync your document management with your project tracking, notify teams on chat, and update CRM records automatically. Pick a combination and activate it in one click.
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Microsoft Teams (4)
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Slack (4)
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Google Drive (3)
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Outlook (3)
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Salesforce (3)
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Zoom (3)
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Add every new Sharepoint file to your Smartsheet project, and notify your team channel in Microsoft Teams
New Sharepoint files appear as rows in Smartsheet instantly while Microsoft Teams alerts your channel, keeping everyone informed.
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When a Smartsheet row is updated, sync the changes to Sharepoint and post an alert in Microsoft Teams
Keep document repositories and project sheets aligned when row data changes.
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Use ChatGPT to summarise new Sharepoint files, add the summary to Smartsheet, and post the brief in Microsoft Teams
AI extracts key details from documents and logs them into project sheets with team alerts.
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When a new folder is created in Sharepoint, create a matching sheet in Smartsheet and announce it in Microsoft Teams
Structure your project tracking automatically whenever a new folder is set up.
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Add every new Sharepoint file to your Smartsheet sheet, and notify your project channel in Slack
Send document details into Smartsheet and alert your team in Slack immediately.
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When a Smartsheet row gets an attachment, upload it to Sharepoint and post a confirmation in Slack
Keep document storage synchronized with project row attachments and notify the team.
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Use Claude to extract deliverables from Sharepoint files, update Smartsheet rows, and alert your team in Slack
AI parses document contents and updates project tracking items with Slack visibility.
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When a new folder is created in Sharepoint, create a workspace in Smartsheet and notify the team in Slack
Set up collaborative workspaces automatically when client folders are initialized.
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Create a Smartsheet row for every new Sharepoint file, and back up the file in Google Drive
Synchronize document storage across platforms and log every item in your tracking sheet.
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When a Smartsheet comment is added, find the matching Sharepoint file and save notes to Google Drive
Capture project collaboration comments and archive relevant document logs.
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When a new folder is established in Sharepoint, log it in Smartsheet and create a corresponding folder in Google Drive
Maintain mirrored directory structures between enterprise storage and tracking tools.
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Add every new Sharepoint file to Smartsheet, and send an update email via Outlook
Log new documents into tracking sheets and notify stakeholders via email instantly.
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When a Smartsheet row is updated, search the Sharepoint file and email status reports through Outlook
Distribute project progress updates automatically when key sheet rows change.
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When a new folder is created in Sharepoint, initialize a Smartsheet workspace and email instructions in Outlook
Streamline onboarding by sending welcome instructions when new project folders open.
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Create a Smartsheet row for every new Sharepoint file, and log document links in Salesforce
Keep client files linked to CRM accounts while tracking work in Smartsheet.
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When a Smartsheet row is added, update Salesforce opportunities and archive documents in Sharepoint
Synchronize project milestones with CRM deal stages and document storage.
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When a new client folder is created in Sharepoint, initialize a Smartsheet tracker and create an account in Salesforce
Automate client onboarding workflows across storage, tracking, and CRM systems.
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Add new Sharepoint files to Smartsheet, and schedule a review meeting in Zoom
Log project documents and automatically set up review discussions.
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When a Smartsheet row is updated, search Sharepoint files and schedule follow-up sessions in Zoom
Coordinate project reviews dynamically when key status rows change in your sheet.
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When a new folder is created in Sharepoint, create a Smartsheet project sheet and schedule a kickoff meeting in Zoom
Automate project kickoff meetings and tracking setups for new folders.
Supported triggers and actions for Sharepoint and Smartsheet
Mix and match to build the exact automation you need
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
Capture documents uploaded to Sharepoint folders and add a corresponding row in Smartsheet automatically. Eliminate manual transcription and keep your project log updated.
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Capture every submitted field and detail
Map available file metadata, links, and folder attributes into separate Smartsheet columns instead of basic entries. Your sheet becomes a reliable source for review.
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Notify the right team member instantly
Trigger instant team alerts whenever a critical document is created or a project row is updated, ensuring stakeholders never miss an important update.
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Route workflows based on file attributes
Perform different actions depending on folder names, file types, or row parameters. Direct high-priority items to specific project sheets automatically.
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Keep project destinations continuously updated
Synchronize ongoing modifications between your file storage repository and tracking sheets so teams always reference the most accurate operational status.
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Add or update records without duplicates
Search existing items before creating new entries, ensuring your sheets maintain clean, unique rows for every document and folder.
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Handle later status changes and completions
Update tracking rows when project phases conclude, attachments are added, or review comments are posted across your connected systems.
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Extend flows to external messaging tools
Connect your core Sharepoint and Smartsheet automation with Slack or Microsoft Teams to broadcast project milestones and document updates to your wider organisation.
And much more...
Who is Sharepoint + Smartsheet integration for?
Teams managing enterprise documents and tracking execution rely on this integration to eliminate manual data entry and keep project sheets permanently aligned with files.
Operations managers
Project coordinators
Client success leads
Document controllers
Implementation specialists
Compliance officers
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Operations managers
You're reviewing document progress across multiple folders but your tracking sheet only updates when someone manually logs entries, so the row counts you're monitoring are always outdated — with this integration, every new file lands in your sheet instantly and your metrics stay current.
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Project coordinators
You need to act fast when new deliverables arrive, but you find out about uploaded documents too late because notifications get buried — with this integration, every new file creates a row immediately so your team can start work without delay.
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Client success leads
You answer to stakeholders who want to see document progress and deliverables tracked in real time, but manual updates lead to reporting gaps — with this integration, every folder creation and file upload updates your status sheets automatically.
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Document controllers
The volume of incoming files is too high for anyone to keep up by hand, leading to missing log entries and unmanaged records — with this integration, high-volume file creation populates your tracking rows reliably without manual oversight.
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Implementation specialists
You own the execution phase and depend on upstream teams to hand over necessary documents, but files get lost between storage and tracking tools — with this integration, every new asset populates your operational sheet right away.
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Compliance officers
You need a reliable audit history of all document creation and sheet modifications, but manual record-keeping leaves inconsistent gaps — with this integration, every file and row event is logged accurately for complete transparency.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Sharepoint + Smartsheet
Build and manage your Sharepoint + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Sharepoint + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
You can connect Sharepoint to Smartsheet in one click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your workflow. You can also connect Microsoft Teams, Slack, and Google Drive effortlessly.
Can I automatically create a Smartsheet row when a new file is added in Sharepoint?
Yes, you can create a Smartsheet row whenever a new file is created in a Sharepoint folder. Start with a ready automation or customize the mapping using Integrately AI.
Can I connect Sharepoint, Smartsheet, and Microsoft Teams?
What is a good Zapier alternative for Sharepoint and Smartsheet?
Integrately is a fast, cost-effective alternative for connecting Sharepoint and Smartsheet with 1-click setup, 24/5 live support, and AI-powered workflow building.
How does Sharepoint handle file creation triggers in automations?
Sharepoint triggers automations the moment a new file is created in a folder. You can use ready automations to capture those files and sync them instantly.
Can Smartsheet rows be updated automatically from file events?