Workbooks + Smartsheet Integrations, Built by an AI Agent
Put Workbooks + Smartsheet to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Workbooks and Smartsheet
See the kind of workflows teams build with Workbooks and Smartsheet below — describe the exact one you want above and the Agent builds it on demand.
Workbooks + Smartsheet
When a new sales lead is created in Workbooks CRM, sync the lead profile to Smartsheet.
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Generate project tasks when deals are won
When a deal is won in Workbooks, automatically create a project task in Smartsheet to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Smartsheet, automatically log the activity in Workbooks on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Workbooks and Smartsheet?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Workbooks and Smartsheet
Everything Workbooks and Smartsheet can do inside a workflow — the triggers that start one and the actions that run when it fires.
Workbooks Explore Workbooks →
A web-based customer relationship management platform designed to help businesses streamline sales, marketing, and service operations.
TriggersTriggers when a new case is created.
Triggers when a new organisation is created.
Triggers when a new person is created.
Triggers when a new sales lead is created.
Triggers when a credit note is posted.
Triggers when an invoice is complete and its status posted.
Looks up values using a Dynamic Lookup Item.
Adds a new member to a Marketing Campaign.
Adds a new member status to a Marketing Campaign.
Creates a new case.
Creates a new Marketing Campaign.
Creates a new Customer Order
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 CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
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17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
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 Workbooks + Smartsheet
Is there a pre-built Workbooks + Smartsheet automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Workbooks and Smartsheet's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Workbooks or Smartsheet connector?
No. The Agent works whether or not Workbooks 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 Smartsheet and Workbooks help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Workbooks automatically spin up project tasks?
Yes, when a deal is won or changes stages in Workbooks, you can instantly create initial project tasks in Smartsheet.