Overview

Perform operations on Smartsheet users, groups, sheets, rows and discussions and, manage Smartsheet usage in Freshservice


Description

The Smartsheet app lets you automate repeatable actions within Freshservice and also helps you track accurate usage information for SaaS Management. 

Orchestration

Orchestration apps give you the ability to automate several repeatable actions that span across a diverse set of systems by performing specific actions with Freshservice Workflows. With the Smartsheet app you can perform actions for:



User Management

  1. Lookup User by Email
  2. Get User
  3. Update User
  4. Add User
  5. Remove User


Group Management

  1. Get Group
  2. Create Group
  3. Update Group
  4. Delete Group
  5. Add Group Members
  6. Remove Group Members

Sheet Management

  1. Create Sheet from Template
  2. Create Sheet in Folder from Template
  3. Create Sheet in Workspace from Template
  4. Get Sheet
  5. Update Sheet
  6. Delete Sheet

Row Management

  1. Add Row
  2. Update Row
  3. Get Row
  4. Delete Rows

Discussion Management

  1. Create Discussion On Row With A Ticket Attachment
  2. Create Discussion on Row
  3. Create Discussion on Sheet with A Ticket Attachment
  4. Create Discussion on Sheet

Comment Management

  1. Create Comment with A Ticket Attachment
  2. Create Comment

Saas Management


This integration requires the SaaS Management Add-on. More details can be found here.


Freshservice’s integration with Smartsheet for SaaS Management enables you to track and manage users using Smartsheet directly within Freshservice. Integrating with Smartsheet enables you to:

  • Track the number of sheets created and owned by smart Smartsheet users.


To use this integration for SaaS Management, 

  • Enable the SaaS Discovery toggle and provide the Freshservice Domain Name & the Agent API Key.
    Note: To know more about what SaaS Discovery is, click here.
  • Click Verify. 
  • Once the verification is successful, Click Add and complete the installation by clicking on Install. 
    Note:     The first sync might take a couple of hours depending on your data load.


Prerequisites

    

Create an API access token from your Smartsheet account:

  1. In the bottom-left corner, select Account.

  2. From the menu Select Apps & Integration

  3. In the popup menu, select API Access.

  4. Select Generate new access token.

  5. Enter a name and click OK.

Save the new access token somewhere safe. After you leave the page, you no longer have access to the token.




App Installation Parameter


To install and authenticate the app in Orchestration Center, the following inputs are to be provided:


  1. Config Name - Using Config Name, give a unique name for this account’s integration with Freshservice. This name is only for your reference to manage your integrations with multiple Smartsheet instances.

  2. API Access Token - The Personal access token of a Smartsheet account. Refer to the prerequisite steps in this document.

  3. Freshservice Domain - The domain of your Freshservice tenant. Example: yourorganization.freshservice.com

  4. Freshservice API Key - Log in to your Freshservice tenant. Click on your profile icon then "Profile Settings" on the right side pane, under "Your API Key" complete the captcha and copy your API key.