Connect Salesforce to Smartsheet

Adds an existing contact to an existing campaign. See the documentation

Adds an existing lead to an existing campaign. See the documentation

Converts a SOAP XML Object received from Salesforce to JSON

Creates a Salesforce account. See the documentation

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Creates an Attachment on a parent object. See the documentation

Creates a marketing campaign. See the documentation

Creates a Case, which represents a customer issue or problem. See the documentation

Creates a Case Comment on a selected Case. See the documentation

Creates a contact. See the documentation

Creates a content note. See the documentation and Set Up Notes.

Creates an event. See the documentation

Creates a lead. See the documentation

Creates a note. See the documentation

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Creates an opportunity. See the documentation

Create a record of a given object. See the documentation

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Creates a task. See the documentation

Creates a Salesforce user. See the documentation

Delete a note or content note from a Salesforce record. See the documentation

Deletes an opportunity. See the documentation

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Deletes an existing record in an object. See the documentation

Add a new column to a sheet. Specify the column title, type, and optionally the position and picklist options. For PICKLIST columns, provide the options array with valid values. Use **List Columns** to see existing columns before adding. See the documentation

Add one or more rows to a sheet. Accepts column NAMES as keys — resolves to column IDs internally. Call **Get Sheet** or **List Columns** first to learn column names. Pass rows as a JSON array of objects mapping column names to values: [{"Task": "Review doc", "Status": "Open"}]. For a single row, pass a one-element array. See the documentation

Copy one or more rows from a source sheet to a destination sheet. The rows remain in the source sheet and are duplicated in the destination. Cell values, formatting, and attachments are copied. The destination sheet must have compatible columns. Use **Get Sheet** to find row IDs in the source sheet. To move rows instead (removing them from the source), use **Move Rows**. See the documentation

Copy an existing sheet to a new location. Creates a complete duplicate including all rows, columns, formatting, and attachments. Specify a destination workspace or folder, or omit both to copy to the user's home (Sheets folder). Returns the new sheet's ID and permalink. Use **List Sheets** to find the source sheet ID. To move a sheet instead (removing it from the original location), use **Move Sheet**. See the documentation

Create a new blank sheet with column definitions in a workspace or folder. Columns array defines the schema — each column needs a title and type. Supported column types: TEXT_NUMBER, DATE, DATETIME, CONTACT_LIST, CHECKBOX, PICKLIST, DURATION, PREDECESSOR, ABSTRACT_DATETIME. For PICKLIST columns, include an options array with the valid values. You must provide either a Workspace ID or Folder ID — the home-level create endpoint is deprecated. Use **List Sheets** to verify the sheet was created. See the documentation

Permanently delete a column from a sheet. WARNING: This is irreversible — all cell data in the column is permanently destroyed. Use **List Columns** to find the column ID before deleting. Consider using **Get Sheet** to review the column's data before deletion. See the documentation

Delete one or more rows from a sheet by row ID. This is permanent and cannot be undone. Use **Get Sheet** or **Search** to find row IDs first. See the documentation

Permanently delete a sheet. This is irreversible — all data, rows, and columns are destroyed. Use **List Sheets** to find the sheet ID first. See the documentation

Send a sheet as an email attachment to one or more recipients. The sheet can be sent as PDF, Excel, or PDF Gantt format. Use **List Sheets** to find the sheet ID. See the documentation

Get the authenticated user's identity — returns user ID, email, first/last name, and account details. Use this when the user says 'my sheets' or 'my account' to identify the owner. See the documentation

Retrieve a single row from a sheet by row ID, with cell values keyed by column name instead of column ID. Returns a human-readable object like {"Species": "Velociraptor", "Status": "Monitoring"} plus row metadata. When a cell has a displayValue (formatted date, contact name), that is returned instead of the raw value. Use **Get Sheet** or **Search** to find row IDs. To update a row after reading it, use **Update Row**. See the documentation

Get a sheet's full structure: column definitions (name, type, options, ID), all rows with cell values, and sheet metadata. This is the primary schema discovery tool — call it BEFORE **Add Row to Sheet** or **Update Row** to learn column names, types, and IDs. Returns rows with cell values keyed by column name for readability. For a lightweight column-only view, use **List Columns** instead. See the documentation

Import a CSV or XLSX file as a new Smartsheet sheet in a workspace or folder. The file's first row becomes column headers by default (adjust with Header Row Index). You must provide either a Workspace ID or Folder ID — the home-level import endpoint is deprecated. Supported formats: CSV (.csv) and Excel XLSX (.xlsx). Use **List Sheets** to verify the sheet was created after import. See the documentation

List all columns in a sheet, returning each column's ID, title, type, options (for PICKLIST/CONTACT_LIST), validation, and position index. This is lighter-weight than **Get Sheet** when you only need the column schema and not row data. Use this before **Add Row to Sheet** or **Update Row** to discover column names and types. For full sheet data including rows, use **Get Sheet** instead. See the documentation

Retrieves available folder options from a workspace. See the documentation

Retrieves available options for the Sheet field. See the documentation

List all sheets the authenticated user can access, with name, ID, creation/modification dates, owner, and permalink. Use this to find sheet IDs before calling **Get Sheet**, **Add Row to Sheet**, **Update Row**, **Delete Rows**, **Copy Sheet**, or **Move Sheet**. To search sheets by content rather than listing them, use **Search** instead. See the documentation

Retrieves available options for the Template ID field.

Retrieves available options for the Workspace field using token-based pagination. See the documentation

Lists templates available in your workspaces. Use this to find template IDs for **New Sheet From Template**. See the documentation

Move one or more rows from a source sheet to a destination sheet. WARNING: Rows are permanently removed from the source sheet. Cell values, formatting, and attachments are transferred. The destination sheet must have compatible columns. Use **Get Sheet** to find row IDs in the source sheet. To copy rows instead (keeping them in the source), use **Copy Rows**. See the documentation

Move a sheet to a different workspace, folder, or home. The sheet is removed from its current location. As of 2025-12-23, destinationType is required. Use **List Sheets** to find the sheet ID. To copy a sheet instead (keeping the original), use **Copy Sheet**. See the documentation

Creates a new sheet from a template. Requires either a workspace or folder destination. Use **List Workspace Templates** to find template IDs. Use **List Workspace Options** to find workspace IDs. Use **List Folder Options** to find folder IDs. See the documentation: Create in folder, Create in workspace

Full-text search across all sheets or within a specific sheet. Returns matching rows, cells, and sheet names with context. To find a sheet by name, use **List Sheets** instead — this tool searches content within sheets. Provide a sheetId to scope the search to a single sheet, or omit it to search globally. See the documentation