Turn the conversations that need real work into Asana tasks, with the context attached.
Get more done with Tidio and Smartsheet integration
Add a Smartsheet row from a Tidio conversation and report progress back.
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Contact sales
Integration availability depends on your Tidio plan.
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Category
Project Management
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Smartsheet
Handle project intake
A request described in chat becomes a Smartsheet row with the intake fields filled in.
Track a fault or task
Work that would have stayed in a message thread lands on the sheet the team works from.
Report progress
A status column change updates the person who asked, without anybody remembering to.
Keep the evidence
Photos and documents from the conversation attach to the row.
Overview
Smartsheet is where a lot of real operational work is tracked, in sheets somebody built for exactly one process. Conversations feed those sheets: a request, a fault, an intake form somebody typed as a message instead. Connecting Smartsheet to Tidio means the row is created with the fields the sheet expects, and a status change on the row can update the person who asked. Smartsheet keeps the sheet and its automations.
Key features
- Rows from conversations A request becomes a Smartsheet row with real fields.
- Status back to the asker A row update can message the person who raised it.
- Attachments carried across A file from the chat is attached to the row.
- One row per request Matching stops the same thing being added twice.
Smartsheet
Project Management
Tags
Project Management
Team Collaboration
How it works
Connect Smartsheet in minutes
1
Connect Smartsheet and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and a Smartsheet webhook do it directly.
2
Map the columns
Ask in the conversation for what the sheet needs, so no row arrives half empty.
3
Send updates back
A status change posts to Tidio, so the requester hears about real progress.
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Frequently asked questions
Common questions about the Smartsheet integration
Which sheet should chat write to?
One, with a documented set of columns. Smartsheet environments sprawl, and a chat integration pointed at whichever sheet seemed right at the time produces rows nobody owns. Pick the intake sheet, map the columns, and change it deliberately.
Will this break existing sheet automations?
Only if the row arrives incomplete. Smartsheet automations usually key on a column being filled, so gather those values in the conversation. A row created with the same shape as a form submission behaves exactly like one.
Is the Smartsheet integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Smartsheet integration.