Connect Smartsheet to Salesforce

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

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