

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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Ready 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.
Create your workflow with Integrately AI.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.


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Google Drive (4)
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QuickBooks Online (3)
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Gmail (3)
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Slack (3)
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DocuSign (3)
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Microsoft 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 Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
Try it → 
Smartsheet Triggers & Actions
What can you automate with DocuWare + Smartsheet?
Streamline document handling by connecting DocuWare records directly to Smartsheet rows and automated workflows.
📊
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
Operations managers
Project managers
Document processing teams
Reviewers and approvers
Compliance officers
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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.
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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.

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
Connect DocuWare + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect DocuWare + Smartsheet Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect DocuWare to Smartsheet?
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?
Can I connect DocuWare, Smartsheet, and Google Drive?
What is a good Zapier alternative for DocuWare and Smartsheet?
How do document updates sync between DocuWare and Smartsheet?
Can I search and update rows in Smartsheet using DocuWare data?
Do I need coding skills to automate DocuWare and Smartsheet?
Is the DocuWare and Smartsheet integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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