How to Integrate Smartsheet with Aha!

Quick summary

This guide walks you through integrating Smartsheet with Aha! using a Zapier Zap, so that row-level triggers in Smartsheet automatically drive actions in your Aha! product roadmap. Setting up this no-code automation takes just minutes and eliminates the need for manual data entry between the two platforms.

Steps

1. Navigate to the left-side panel and click Create.
2. Select Zaps from the list of options.
3. Click the Trigger tab to start the integration process.
4. Search for Smartsheet and select it from the recommended matches.
5. Specify your preferred Trigger Event using the drop-down menu.
6. Tap Sign In and log in to your Smartsheet account.
7. Click Allow to accept the terms and grant the necessary permissions.
8. Provide the information needed to set up the Trigger, including selecting a Sheet.
9. Click Continue to run your input and test the Trigger.
10. Choose the record you wish to use, then click Continue With Selected Record.
11. Search for Aha! and select it as the Action app.
12. Open the drop-down menu and choose the specific Action Event you want to execute.
13. Click Sign In and log in to your Aha! account.
14. Click Authorize to agree to the terms and allow the required access.
15. Fill out the input fields with the necessary information one by one.
16. Click Continue to publish and enable the integration.
17. Your Smartsheet account is now fully integrated with Aha! via a live Zap.