Authorization

To get started working with the Smartsheet application, the first step is to integrate an existing Smartsheet account with Workflows. If you do not have an existing Smartsheet account and you wish to use Smartsheet with Workflows, sign up for Smartsheet first, and then return to the authorization process.

Note: You can create multiple connections and manage them from your Settings page.

To create a new connection from an Event or Action card:

  1. Click New Connection.

  2. Enter a Connection Nickname. This is useful if you plan to create multiple connections to share with your team.

  3. Click Create.

  4. In the authorization dialog, enter the email address that is associated with your Smartsheet account.

  5. Click Allow to authorize access to your Smartsheet account.

If you're having difficulty connecting to your Smartsheet account, try reauthorizing your account. To do this, go to Settings > Accounts, or delete your account and add it again.

You can find a list of all your available accounts under Settings > Accounts.

See also