• Introduction
• Create an OAuth access token at Smartsheet
• Create the Smartsheet service in Cerb
• Use the connected account in bot behaviors

Introduction

In this guide we’ll walk through the process of linking Cerb to Smartsheet. You’ll be able to use Smartsheet’s full API from bots in Cerb to automate whatever you need.

Create an OAuth access token at Smartsheet

1. Log in to Smartsheet.

2. Click the account silhouette icon in the top right.

3. Select Personal Settings.

4. Select API Access in the left sidebar of the popup.

5. Click the blue Generate new access token button.

6. Name the access token Cerb.

7. Copy the access token so it can be used later in this guide.

Create the Smartsheet service in Cerb

(This requires Cerb 9.2.1 or later)

1. Log in to Cerb.

2. Navigate to Search » Connected Services.

3. Click the (+) icon above the services worklist.

4. Select Smartsheet.

5. Paste your access token from above.

6. Click the Create button.

This will create a new connected service and account for you.

Use the connected account in bot behaviors

You can use the connected account you just created to access Smartsheet’s API from bot behaviors in Cerb. This is typically accomplished using the Execute HTTP Request action from a bot, and selecting the connected account in the Authentication: section.