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AI ⇄ Business productivity

Autopilot to Smartsheet integration — real-time, two-way sync

Keep Autopilot and Smartsheet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Autopilot and Smartsheet

Feed Smartsheet's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Smartsheet, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting Smartsheet's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Columns, Cells, Reports, Attachments from Smartsheet into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Smart Segments, Journeys (Triggers), Activities, Contacts, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in Smartsheet. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 02 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 03 Mirror Users and Groups from an HR system or directory so sheet sharing and workspace access stay aligned with headcount changes.
  • 04 Trigger downstream actions in an operational database when a Row's status Cell changes, using sheet webhooks for near-real-time updates.

Common sync patterns

Where Autopilot classifies or scores: results land on the record

Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in Smartsheet, so the team acts on them in the tool they already use.

Where Autopilot generates text: drafts and summaries where the work happens

Summaries, suggested replies, or generated content from Autopilot sync onto the Smartsheet record as a field or note, ready for a person to review before it goes out.

Every output routes back to the right record

Because each item is matched on a stable identifier, an Autopilot result always attaches to the record in Smartsheet it was computed from, with no manual reconciliation.

What you can sync between Autopilot and Smartsheet

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Autopilot objects Smartsheet objects How this pairing syncs
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Journeys (Triggers) is specific to Autopilot and Rows to Smartsheet — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. Activities is specific to Autopilot and Columns to Smartsheet — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. Contacts is specific to Autopilot and Cells to Smartsheet — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Lists is specific to Autopilot and Reports to Smartsheet — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Custom Fields is specific to Autopilot and Attachments to Smartsheet — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. Smart Segments is specific to Autopilot and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and Smartsheet

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Autopilot Smartsheet Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Smartsheet through its API, with automatic retries and rate-limit backoff.

Smartsheet Autopilot Sub-second propagation

DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Autopilot ⇄ Smartsheet

Connect Autopilot and Smartsheet for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–Smartsheet connection.

Real-time

Two-way sync

Changes in Autopilot or Smartsheet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or Smartsheet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Autopilot or Smartsheet record.

Observability

Monitoring

Track your Autopilot ⇄ Smartsheet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and Smartsheet.

How the Autopilot and Smartsheet connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

Smartsheet

Integration surface
REST API (v2.0)
Authentication
OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
Change detection
Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
Capabilities
read · write · webhooks
Rate limits
300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works

How to connect Autopilot to Smartsheet — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Autopilot and Smartsheet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    Smartsheet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and Smartsheet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ Smartsheet
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot Smartsheet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and Smartsheet integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 484 integrations available for Autopilot and Smartsheet.

Popular · 8 of 484
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