Docubee + Smartsheet Integrations, Built by an AI Agent
Put Docubee + Smartsheet to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Docubee and Smartsheet
See the kind of workflows teams build with Docubee and Smartsheet below — describe the exact one you want above and the Agent builds it on demand.
Docubee + Smartsheet
When new rows are added in Smartsheet, start workflow instances in Docubee.
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Convert meeting notes into actionable tasks
When a new note is created in Docubee, automatically create a task in Smartsheet so project team members can follow up.
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Generate project agreements on task creation
When a new task is created in Smartsheet, automatically generate a document from a template in Docubee and send it for signature.
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Append completion details to project notes
When a task is completed in Smartsheet, automatically append the updates to a running project summary note in Docubee.
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Browse the full workflow library →
Looking to achieve something else with Docubee and Smartsheet?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Docubee and Smartsheet
Everything Docubee and Smartsheet can do inside a workflow — the triggers that start one and the actions that run when it fires.
Docubee Explore Docubee →
Docubee is a workflow automation platform that helps organizations capture data, build digital forms, and manage document approval processes.
TriggersCollect data from a started workflow instance and trigger another action.
Collect data when a workflow instance reaches a Zapier Event and trigger another action.
Sends data to start an OnTask Workflow Template
Smartsheet Explore Smartsheet →
Smartsheet is a dynamic spreadsheet-style work execution software designed to manage projects, track tasks, and automate business processes across teams.
Triggers[PRIVATE] Generates report list for dropdown.
Triggers when a new attachment is added to a row.
Triggers when a new comment is added.
Triggers when a new row is added.
Triggers when rows in a report are created or updated.
Triggers when cells in a row are updated or created (based on your settings).
Creates a Workspace.
Adds a file attachment to a row.
Adds discussion to row.
Add a row to a sheet.
Copies folder to another destination.
Copies row to another sheet.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Cleft
Cleft is an AI-powered voice note application that converts spoken thoughts into structured, organized written notes and summaries.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Docubee + Smartsheet
Is there a pre-built Docubee + Smartsheet automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Docubee and Smartsheet's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Docubee or Smartsheet connector?
No. The Agent works whether or not Docubee or Smartsheet already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting notes to project management simplify client onboarding?
You can automatically send contracts for signature in Docubee as soon as a new onboarding task is created in Smartsheet.
Can meeting notes automatically generate actionable project tasks?
Yes, creating a new meeting note in Docubee can automatically create a corresponding task in Smartsheet for team members to execute.