Smartsheet
Circle

Smartsheet and Circle Integration

Seamlessly connect Smartsheet and Circle to streamline project management and community collaboration in one unified platform.

Explore Triggers and Actions

New Row Added (Instant)
Trigger new event when a row is added to a sheet.
New Comment Added (Instant)
Trigger new event when a comment is added in a sheet.
New Row Deleted (Instant)
Trigger new event when a row is deleted from a sheet.
New Row Updated (Instant)
Trigger new event when a row is upedated in a sheet.
Create Comment
Creates a comment on a post in Circle.
Create Post
Create a new post in a selected space within your Circle community.

How it works

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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.
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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.
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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 Smartsheet and Circle?

The Smartsheet and Circle integration empowers teams to synchronize project workflows with community engagement effortlessly. By linking Smartsheet's powerful work management capabilities with Circle's vibrant community platform, users can automate task updates, share progress in real-time, and foster collaboration between project teams and community members. This integration ensures that everyone stays informed, aligned, and engaged throughout the project lifecycle.

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

Frequently asked questions

What benefits does the Smartsheet and Circle integration provide?

This integration enhances transparency and collaboration by automatically syncing project updates from Smartsheet to Circle communities, enabling real-time communication and feedback between teams and stakeholders.

How do I set up the Smartsheet and Circle integration?

You can set up the integration by connecting your Smartsheet and Circle accounts through the integration platform, configuring which sheets and communities to sync, and customizing notification preferences to suit your workflow.

Can I automate task status updates between Smartsheet and Circle?

Yes, the integration allows you to automate task status changes in Smartsheet to trigger notifications or posts within Circle, keeping your community informed without manual updates.

Is my data secure when using this integration?

Absolutely. The integration follows industry-standard security protocols, ensuring that your data is encrypted and only shared between authorized accounts with your consent.

Does this integration support custom workflows?

Yes, you can tailor the integration to fit your unique workflows by selecting specific sheets, fields, and Circle spaces to sync, as well as setting custom triggers and actions to optimize collaboration.

Built by folks who built

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