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Integration · CRM and files

Smartsheet

Connect Smartsheet to read rows from the sheets this connection can access, then add a row or update one. The sheet remains the system of record.

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What it is

Read intake lists, rosters, and trackers. Add or update a row so the sheet stays the sheet.

Your own credentials. Rivvi does not become your identity provider.

What it can do

  • Connect Smartsheet.

    Rivvi lists the sheets the connection can open, including a search when there are thousands.

  • Read the rows.

    Columns and rows come back a page at a time, with the real total.

  • A new row or an update can require approval.

    The write lands on the sheet you named. Nothing writes to the EHR.

What you can ask

  • Find the intake sheet and read the open rows.
  • Add a row for this outcome after I approve it.

Try it on your own data today.

Free to start. Most teams are using it the same day.