DocuWare + Smartsheet Integration

Integrate DocuWare to Smartsheet in one click, or tell Integrately AI how you want each document handled. Extract document data, create new rows in your sheets, update statuses, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • DocuWare
    Document is added in DocuWare Instant
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.

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Ready WorkflowsReady Workflows   for DocuWare + Smartsheet Integration

Capture documents, create rows, update sheets, alert your team, and track projects, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your DocuWare + Smartsheet flow

Connect supporting tools to archive files, notify teams, and update your financial records once your document workflows finish. Pick a combination and activate it in one click.

DocuWare
Smartsheet
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Google DriveGoogle Drive (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
DocuSignDocuSign (3)
+
Microsoft ExcelMicrosoft Excel (3)
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Add every new DocuWare document to your Smartsheet sheet, and upload the file to Google Drive
New DocuWare documents appear in Smartsheet instantly with their file backed up in Google Drive, eliminating manual exports.
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When a Smartsheet row is added, store the document in DocuWare and create a folder in Google Drive
New Smartsheet entries trigger automatic document storage in DocuWare and folder creation in Google Drive.
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When a Smartsheet row is updated, search the document in DocuWare and update the file in Google Drive
Updated Smartsheet rows instantly locate matching DocuWare documents and update the corresponding Google Drive files.
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Use Claude to extract details from a DocuWare document, add a Smartsheet row, and save the summary to Google Drive
Claude analyzes incoming DocuWare files to populate Smartsheet and save summaries in Google Drive.

Supported triggers and actions for DocuWare and Smartsheet

Mix and match to build the exact automation you need

DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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Replace a file in DocuWare
Replaces a file
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Delete document in DocuWare
Removes a particular document from the system
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Download document in DocuWare
Download a particular document to a location
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Update document index fields in DocuWare
Updates document index fields
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Transfer document in DocuWare
Transfers a document
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Append a file in DocuWare
Appends content to an existing file
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Delete a file in DocuWare
Deletes particular files from the system
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Download a file in DocuWare
Download files from a particular source or location
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get document information in DocuWare
Retrieves details and metadata from a document
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Place a stamp in DocuWare
Places a stamp on a document
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Import to document tray in DocuWare
Import files and documents to the designated document tray with
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Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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What can you automate with DocuWare + Smartsheet?

Streamline document handling by connecting DocuWare records directly to Smartsheet rows and automated workflows.

What you can automate?
📊
Create Smartsheet rows from new DocuWare documents
Automatically add a new row in Smartsheet the moment a document is added in DocuWare. Eliminate manual transcription and keep your project sheets updated in real time.
📝
Capture every document index field and metadata
Map all available document attributes and index fields into separate Smartsheet columns instead of just basic file names. Your tracking sheet becomes a complete operational resource.
🔔
Alert your team instantly upon document arrival
Notify your staff via Slack or email the moment a new document is processed and logged into your sheet. Keep stakeholders informed without switching between multiple apps.
🔀
Route records based on submitted document fields
Send document data to different Smartsheet rows or separate sheets depending on specific document types, departments, or priority index fields.
🔄
Keep destination sheets updated as files change
Update existing Smartsheet rows automatically whenever document index fields are modified or files are replaced in DocuWare.
🔍
Search and update instead of creating duplicates
Search for existing rows in Smartsheet before adding new ones. Maintain clean project tables by updating matching records rather than generating duplicate entries.
🎯
Handle status changes and milestone updates
Update document cabinets or rows when a project status changes to completed, approved, or archived. Keep your archive synchronized with live trackers.
☁️
Extend document flows to Google Drive storage
Connect DocuWare and Smartsheet to Google Drive to automatically archive files, create folders, and back up project documents as workflows progress.
And much more...

Who is DocuWare + Smartsheet integration for?

Operations teams, financial controllers, and project managers connect DocuWare and Smartsheet to eliminate manual data entry and keep document tracking workflows perfectly synchronized.

Financial controllers and analysts
Financial controllers and analysts
Operations managers
Operations managers
Project managers
Project managers
Document processing teams
Document processing teams
Reviewers and approvers
Reviewers and approvers
Compliance officers
Compliance officers
📈
Financial controllers and analysts
You're compiling document metrics manually but your tracking sheet only updates when someone exports files, so the totals you review are always a few hours behind — with this integration, every new document populates your sheet instantly and your metrics stay current.
Operations managers
You need to track incoming documents immediately but entries sit in your system until someone checks them, so critical workflows stall — with this integration, every new document triggers instant sheet updates and keeps your operations moving.
🤝
Project managers
You're sharing document status reports with clients but your tracking sheet lags behind actual document processing, so stakeholders chase you for updates — with this integration, every processed document updates your sheet automatically and keeps clients informed.
📦
Document processing teams
You're handling hundreds of documents daily but manual data entry causes severe backlogs, so details slip through the cracks — with this integration, every new document lands in your sheets instantly and your volume is handled without errors.
📋
Reviewers and approvers
You depend on colleagues to hand over processed files before you can start your review, but communication gaps delay your work — with this integration, every document added in DocuWare creates a tracked row in Smartsheet so you can start immediately.
🛡️
Compliance officers
You need a complete audit trail of all handled files but manual logging leaves missing entries, so your records have dangerous gaps — with this integration, every document creates a permanent, searchable audit trail across your apps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate DocuWare + Smartsheet

Build and manage your DocuWare + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DocuWare + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect DocuWare to Smartsheet?
Frequently Asked Questions
You can connect DocuWare to Smartsheet in just one click using Integrately. Choose from ready-made templates or use Integrately AI to set up your document archiving and sheet updates with tools like Slack, Google Drive, and Gmail.
Can I automatically create Smartsheet rows when documents are added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Smartsheet, and Google Drive?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Smartsheet?
Frequently Asked Questions
How do document updates sync between DocuWare and Smartsheet?
Frequently Asked Questions
Can I search and update rows in Smartsheet using DocuWare data?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and Smartsheet?
Frequently Asked Questions
Is the DocuWare and Smartsheet integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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