Unite is a no-code integration platform purpose-built for Smartsheet users. It combines a robust marketplace of connectors with a centralized integration hub, allowing users to seamlessly connect Smartsheet to popular business systems. Beyond just choosing from prebuilt connectors, Unite provides a single place to build, manage, and monitor all your integration workflows. Whether you’re using one connector or many, you can configure field mappings, control sync schedules, view run logs, and manage errors — all from within the Unite interface. It’s designed to give Smartsheet users full control over cross-system automation without needing developers or custom code.

Unite allows users to connect Smartsheet with external applications through a simple, intuitive interface. Users can select a connector, authenticate their accounts, and configure workflows that define how data synchronizes between Smartsheet and the chosen application. This includes setting up field mappings, filters, and synchronization schedules.

Unite supports integration with a wide range of business applications across key system categories, including accounting platforms, applicant tracking systems (ATS), customer relationship management (CRM) tools, human resource information systems (HRIS), marketing platforms, and ticketing systems. The design experience is consistent across all connectors, making it easy for users to build workflows regardless of the system they’re connecting to. Unite allows users to determine which specific datasets or objects within each system they want to integrate, ensuring the solution is tailored to their unique business processes. For the most up-to-date list of available connectors, visit the Unite marketplace.

Yes. Unite is purpose-built for Smartsheet users who don’t have a technical or development background. You don’t need to write, host, or maintain any code to use Unite. The platform offers an intuitive, no-code interface that guides you through setting up field mappings, filters, and sync schedules with ease. If you’re comfortable building automations in Smartsheet, you’ll feel right at home in Unite. It’s designed to empower business users to automate data workflows between Smartsheet and other applications—without relying on IT or developers.

Unite supports both one-way and bi-directional data synchronization. Users can configure field mappings, apply filters, and set synchronization frequencies (e.g., hourly, daily) to ensure automated data integration across connected applications.

Yes. Unite is built with enterprise-grade security at its core. All data transmitted through Unite is encrypted using TLS 1.2+ to protect against unauthorized access, and any sensitive metadata is encrypted at rest using industry-standard encryption protocols. Role-based access control (RBAC) ensures that only authorized users can access and manage workflows, and all integrations are authenticated using secure OAuth-based methods.

The platform is hosted within a closed, secure virtual private cloud (VPC), and follows a decentralized, fault-tolerant architecture to reduce risk and improve resilience. Access credentials and authentication tokens are isolated in secure environments, separate from the application itself.

SoftwareX is committed to meeting the highest security standards and is SOC 2 Type 1 certified as of Mid - 2025 with plans to attain SOC 2 Type 2 certification by 2026. If your organization requires additional documentation or would like to conduct a security review, our team is happy to collaborate with your security and compliance teams. Contact us to learn more.

Yes. We offer a guided trial program, and we encourage all prospective customers to take advantage of it. This trial allows you to validate that you’re receiving the right data from your external systems into Smartsheet and to evaluate whether any additional support is needed to build out your integrated Smartsheet solution. During your trial, our team is available to assist with setup, answer questions, and help ensure you’re set up for long-term success.

Unite offers three flexible annual subscription plans—Basic, Advanced, and Unlimited—each designed to support different levels of integration needs.

• The Basic Plan is ideal for lightweight use cases with a limited number of connected Smartsheet sheets. It includes core features like one-way data sync, scheduled automations, flexible field mapping, and no-code workflow creation.

• The Advanced Plan builds on the Basic Plan by allowing you to not only pull data into Smartsheet but also update data in the external system based on Smartsheet changes. It supports a higher number of integrated sheets and offers upgrade options for faster sync intervals and additional workflow capacity. However, it does not include Smartsheet Control Center compatibility.

• The Unlimited Plan is built for enterprise teams managing complex, large-scale integrations. It includes unlimited integrated sheets, supports bi-directional data flows including record creation and updates, and is the only plan that supports integration with Smartsheet Control Center provisioned sheets.

All plans include access to the Unite no-code builder, error handling and run logs, scheduled syncing, and standard onboarding and support. You can also augment any plan with additional features such as more connected sheets, faster sync intervals, or professional services to help design and implement your integrated Smartsheet solution.

Contact us to find the right plan for your needs and to receive pricing.

All Unite subscribers receive access to our dedicated support team, available to assist with:

• Account setup and connector authentication

• Workflow troubleshooting and sync errors

• Error logging and resolution

• General product questions related to Unite features and functionality
  

Support is provided via ticket-based email support, with Zoom-based troubleshooting available as needed.

For customers who need help beyond setting up workflows—such as structuring sheets, reports, or dashboards for integration compatibility—we offer professional services packages at an additional cost. These packages are ideal if you need:

• Help designing a Smartsheet solution architecture tailored to your integration use case

• Support building automated dashboards or reporting structures

• Optimization of workflows to reduce errors and manual effort

• Scalable integration design that aligns with your team’s structure and data flow

If you’re comfortable designing your integrated Smartsheet solution, implementation services are not required. Our guided trial is designed to help you evaluate the integration, verify that it meets your data and workflow needs, and determine whether you’d benefit from additional support. For customers who want help, we have a team of Smartsheet experts ready to assist with solution design, dashboarding, and architecture.

In cases where you’re planning a large-scale integration—such as connecting Unite with Smartsheet Control Center, working across many integrated sheets, or building complex reporting and dashboards—we strongly recommend partnering with us to ensure a smooth and scalable implementation.

If you do not see the system you wish to integrate with, SoftwareX provides integration services to develop a custom application that integrates into your system of interest. Please contact SoftwareX via the contact form on our website to discuss your needs further.

Currently, Unite is only available to Smartsheet users on the US region plan, regardless of your physical location. It is not available for customers on Smartsheet EU, Smartsheet APAC, or Smartsheet Gov.