Smartsheet logo + Twilio logo

Automate Smartsheet & Twilio

Stop paying for mismatched spreadsheets. Sync data between Smartsheet and Twilio in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Smartsheet"]
        T1(["Copy Folder — Destination workspace folders"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Twilio"] A1(["Call Legacy"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Smartsheet and Twilio operate independently, project managers often face delays in communication due to manual data entry. For instance, if a project deadline is updated in Smartsheet, the team must manually send an SMS update through Twilio, leading to potential miscommunication. This process wastes valuable time for project coordinators who could be focusing on more strategic tasks, as they must constantly check for updates in Smartsheet and then relay that information via Twilio.

Top Ways to Automate Smartsheet & Twilio

  • Automated SMS Notifications: Instantly send SMS alerts to team members when a task is updated in Smartsheet, ensuring everyone stays informed and responsive.
  • Task Assignment Reminders: Automatically notify team members via Twilio when they are assigned new tasks in Smartsheet, reducing the chances of oversight and enhancing accountability.
  • Real-Time Status Updates: Seamlessly update stakeholders with real-time SMS updates on project milestones directly from Smartsheet, keeping everyone aligned and engaged throughout the project lifecycle.

How to Build the Smartsheet → Twilio Sync

  1. In Smartsheet, create a webhook that listens for changes to the 'Project Deadline' column. Use the endpoint: https://api.smartsheet.com/2.0/webhooks.
  2. Configure the webhook to trigger on 'UPDATE' events and set the callback URL to your server endpoint that will handle incoming webhook notifications.
  3. In your server code, extract the payload data from the webhook notification, specifically the 'newValue' field under 'Project Deadline'.
  4. Use the Twilio REST API to send an SMS notification. Make a POST request to https://api.twilio.com/2010-04-01/Accounts/{AccountSid}/Messages.json.
  5. In the POST request, include the following parameters: From (your Twilio number), To (recipient's number), and Body (the message including the updated deadline).

Developer Warnings & API Gotchas

  • Ensure that the 'newValue' extracted from the Smartsheet webhook matches the expected date format required by Twilio. Any discrepancies may lead to SMS messages failing to send.
  • Be cautious of the payload size limitations in Twilio. If the message exceeds 160 characters, it may split into multiple messages, causing confusion for recipients.
  • When setting up the webhook, verify that the callback URL is publicly accessible; otherwise, Smartsheet will not be able to send notifications to your server.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Smartsheet... Copy Folder — Destination workspace folders
    Do this in Twilio Call (Legacy)
  • When this happens in Smartsheet... Copy Folder — Source workspace folders
    Do this in Twilio Call Phone
  • When this happens in Smartsheet... Fetch Custom Actions
    Do this in Twilio SMS (Legacy)
  • When this happens in Smartsheet... Get Folders
    Do this in Twilio Send SMS
  • When this happens in Smartsheet... Get Reports
    Do this in Twilio Send WhatsApp Message

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I can see you're looking at mapping Smartsheet to Twilio. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?