Begin Docubee workflow instances with new rows in Smartsheet.

When new rows are added in Smartsheet, start workflow instances in Docubee.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Docubee Explore Docubee →

Triggers

New note created

Fires when a new note or document is created in Docubee.

Note updated

Fires when an existing note or document changes in Docubee.

Document viewed or shared

Fires when a document in Docubee is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Docubee from a saved template.

Create or append to a note

Creates a note in Docubee or adds text to an existing one.

Convert a document to PDF

Converts a file in Docubee to PDF.

Publish or share a document

Publishes a document from Docubee or shares it by link.

Smartsheet Explore Smartsheet →

Triggers

New task created

Fires when a new task, job or item is created in Smartsheet.

Task completed

Fires when a task in Smartsheet is marked complete.

Due date approaching

Fires when a task's due date in Smartsheet is coming up.

Status changed

Fires when a task, job or project changes status in Smartsheet.

Actions

Create task

Creates a new task, job or item in Smartsheet.

Update task

Updates a task's status or assignee in Smartsheet.

Add comment

Posts a comment on a task in Smartsheet.

Assign task

Assigns a task in Smartsheet to a team member.

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. See details

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. See details

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. See details

See all Docubee + Smartsheet integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Begin Docubee workflow instances with new rows in Smartsheet.” between Docubee and Smartsheet?

Yes — describe it in the box above and Knit's Integrations Agent researches Docubee and Smartsheet's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.