Box
Smartsheet

Box and Smartsheet Integration

Seamlessly connect Box and Smartsheet to streamline your file management and project collaboration in one unified workspace.

Explore Triggers and Actions

New Event
Trigger new event when an event with subscribed event source triggered on a target.
New File Event
Trigger new event when a new file uploaded on a target.
New Folder Event
Trigger new event when a new folder created on a target.
New Sheet From Template
Creates a new sheet from a template.
Add Row to Sheet
Adds a row to a sheet.
Update Row
Updates a row in a sheet.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Box and Smartsheet?

The Box and Smartsheet integration empowers teams to effortlessly link their cloud storage with dynamic work management. Access, share, and collaborate on Box files directly within Smartsheet, ensuring your documents are always up-to-date and easily accessible alongside your project plans. This integration enhances productivity by reducing context switching and centralizing your workflows.

Connect
Box
and
Smartsheet
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Box and Smartsheet integration work?

The integration allows you to attach Box files directly to Smartsheet rows, enabling real-time access and collaboration on documents without leaving your project sheets. Changes made in Box are instantly reflected in Smartsheet, keeping your team aligned.

Can I edit Box files from within Smartsheet?

While you can view and link Box files in Smartsheet, editing must be done within Box or its native applications. However, any updates you make in Box will automatically sync and be accessible through Smartsheet.

Is the integration secure?

Yes, the integration leverages the robust security protocols of both Box and Smartsheet, ensuring your data remains protected with enterprise-grade encryption and compliance standards.

Do I need separate accounts for Box and Smartsheet to use the integration?

Yes, you need active accounts on both platforms. Once connected, you can easily link your Box files within your Smartsheet environment.

Does this integration support automated workflows?

Yes, you can create automated workflows in Smartsheet that trigger actions involving Box files, such as notifications or file updates, helping to streamline your project management processes.

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