Smartsheet integrations connect your sheets to CRM, issue tracking, files, chat, reporting and identity. Smartsheet publishes the Salesforce, Jira and Microsoft Teams integrations. Fluidlabs publishes Smartsheet for Docusign IAM on the Docusign App Center and builds private integrations for you.
Fluidlabs publishes Smartsheet for Docusign IAM, listed on the Docusign App Center as Smartsheet with a Beta label from Docusign, the one Smartsheet app there on 27 September 2026. Smartsheet publishes its own Docusign integration in Document Builder.
Each card names what connects today and who offers it. Fluidlabs publishes one of these integrations, the Smartsheet app on the Docusign App Center. For the other systems, we build and host a private integration for your team.
Row values fill the agreement, signed values return to the row's cells, and the signed PDF attaches to the row.
Public integrations by Fluidlabs, Smartsheet and MASA Consult GmbH.
Today: Smartsheet publishes a Docusign integration in Document Builder that sends one document per row and attaches the signed copy to it. On 27 September 2026 the Docusign App Center listed one Smartsheet app, published by Fluidlabs.
Salesforce records and sheet rows sync field by field, one way or both ways.
Today: Smartsheet sells the Salesforce Connector as a premium offering. It pushes data from Salesforce to Smartsheet, from Smartsheet to Salesforce, or both ways, with one workflow per sheet.
Jira issues and sheet rows stay in step, and a new row in the sheet can create a story, task or bug in Jira.
Today: Smartsheet sells the Jira Connector as a paid premium offering. You choose which fields sync and in which direction, and the connector does not sync issue comments or attachments.
Drive files attach to sheets, rows and comments, and edits to a Google Docs attachment show in Smartsheet.
Today: Smartsheet attaches files from Google Drive, OneDrive, Dropbox, Box, Evernote and Egnyte to workspaces, sheets, rows and comments.
Smartsheet alerts reach Teams channels and chats, and channel tabs show sheets inside Teams.
Today: Smartsheet publishes Smartsheet for Microsoft Teams. It sends notifications from Smartsheet to public channels or direct messages in Teams, in one direction.
Tableau and other ODBC tools read sheet data for reports that span one or more sheets.
Today: Smartsheet publishes the Live Data Connector for its Business and Enterprise plans. It gives Tableau, Qlik and other tools ODBC access to sheet data.
People who join, move or leave in Okta gain, change or lose their Smartsheet seat at the next sync.
Today: Smartsheet documents an Okta SCIM integration on its Enterprise plan. System Admins provision and deactivate Smartsheet users from Okta, and Okta groups set each user's seat type.
An approved request goes through four steps before its signed values reach the next system. Our Smartsheet app runs the third step inside the Docusign workflow. We build the last step as a private integration and host it for your team.
Approver marks the row approved
Counterparty signs the agreement
Workflow writes signed values and files the PDF
Signed values reach the downstream system
Smartsheet documents the API behind the last three patterns, and our documentation covers the Workflow Builder steps. We pick one on the scoping call. The choice depends on how a sheet change should reach Docusign or another system, and on whether one integration both watches a sheet and writes to it.
Our Smartsheet app adds Read, Writeback and File Write steps to a Docusign workflow. The workflow reads the flagged row, sends the agreement, writes status and values back and attaches the signed PDF to the row.
Use it when the agreement workflow runs in Docusign and the record is a row.
Smartsheet calls a relay when rows or cells change and signs the callback with HMAC SHA-256. The callback names the changed rows without their data, so the relay reads them through the API and calls the other system.
Use it when a row change must start a process that Zapier's Updated Row trigger or Make's Watch Rows trigger does not cover.
Each write carries a Smartsheet-Change-Agent header. The callbacks those writes cause return the same value, and the integration skips them, so its own updates do not start a new run.
Use it when one integration both watches a sheet and writes to it.
A job writes up to 500 rows per request and sends its updates to a sheet one at a time. Smartsheet allows 300 requests a minute per token, and concurrent updates to one sheet can fail with error 4004.
Use it for volume, and for sheets past 20,000 rows, where Smartsheet turns sheet webhooks off.
We took each fact from the vendors' own documentation and listings. The sources list at the foot of this page links each one.
Verified on 28 September 2026.
The engineers who build the integration also run it, so the people who answer your questions know the code.
The documents your security team will ask for exist, are current, and are ready to hand over. Terms of service and the privacy policy are published on this site.
EUR 1M technology and cyber insurance, evidenced on request.
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Certifications, hosting and encryption, access control, secure development, monitoring and incident response, in one document for your security assessment.
The Security & Data Protection Overview and the DPA prepared for signature are provided on request: , or email secops@fluidlabs.com.
Thirty minutes with an engineer, then a written scope with a fixed price.
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Each vendor fact on this page comes from one of the pages below.
Smartsheet and the other product names and logos on this page are trademarks of their owners. Fluidlabs uses them to identify the products. Their use implies no endorsement. Docusign is a trademark of Docusign, Inc. To ask us to remove a mark, email hello@fluidlabs.com.
