7 ways to automate Smartsheet with Zapier

In today’s fast-paced workplace, staying organized and streamlining tasks is crucial for success. One way to achieve this efficiency is by automating processes using Zapier. This article explores seven different ways to automate Smartsheet, a powerful work management software, with Zapier’s automated workflows, called Zaps. From adding form responses to Smartsheet and sending notifications to connecting Smartsheet with other project management and spreadsheet tools, these automation techniques can help supercharge your productivity and keep your work on track. With Zapier’s user-friendly platform, you can easily set up these workflows and free up your time for more important tasks.

7 ways to automate Smartsheet with Zapier

Add form responses to Smartsheet

Forms are the unsung heroes of data gathering, be it within your organization or from the outside world. These humble helpers can collect equipment requests from your employees, gather feedback from clients, or extract valuable customer information.

Now, the simplest way to house the information from forms is in a spreadsheet. But let’s face it, manual data transfer is about as fun as watching paint dry. These workflows come to the rescue by automatically transporting data from forms as it rolls in. Each new submission creates a new data row on Smartsheet.

Not only is it easier than copying and pasting—it’s instant, so your information will always be up to date.

Send notifications from Smartsheet

Sometimes you need to know instantly when you have new data. Try one of these Zaps to send a chat app message or email to inform the appropriate team member when new information has been added to Smartsheet. You can set up a private message or inform your whole team in a public channel.

Automations like these can pay off big-time by alleviating mental load. Rather than manually checking for new information—or, worst-case scenario, forgetting to check—these workflows ensure your team has the latest information at all times.

You can also use a multi-step Zap to add a notification step to the form response Zaps above to keep your team in the loop for all new form submissions.

Connect Smartsheet to your project management tool

Smartsheet is great for organizing work, but it might not be the tool of choice for everyone at your company or your clients. They may use a more task-oriented tool like Asana or Trello. Luckily, it’s easy to combine the powers of both tools by connecting them with automation.

With these Zaps, you can automatically create a task in another to-do list or task app each time a new row is added to Smartsheet. Keep your tools in sync without copying and pasting.

7 ways to automate Smartsheet with Zapier

Connect Smartsheet to your spreadsheet tool

If you’re like most organizations, a lot of important information likely lives in spreadsheets outside of Smartsheet. But you’re only at your most efficient when you can access your data in whatever app you’re using at the moment. Be more in control of your work by setting up an automation that frees you from having to manually copy data.

Automation will help you share data more efficiently, whether you’re importing data from important sources or sharing information with a collaborator who uses different spreadsheet software.

Set up one of these automated workflows to copy new information from Smartsheet into a database in another spreadsheet tool. Or set up a workflow that copies information from your spreadsheets elsewhere into Smartsheet so you can use it in your current project.

Keep Smartsheet up to date

If different teams share information but do different things with that data, projects can get complicated—quickly. Fortunately, you can use automation to keep projects up to date across Smartsheet.

With these Zaps, you can instantly update one project in Smartsheet as soon as you update another.

Some tasks require you to track information or update your spreadsheet on a regular cadence. If you’re tracking progress, logging work, or creating a daily record, you may want to add a row to Smartsheet every week or even daily.

Schedule by Zapier helps you create ongoing tasks that run automatically, without any action on your part.

Keep track of emails and contacts

Smartsheet is a useful tool for maintaining records of communications, and keeping track of your communications and contacts is an important part of managing your work. Automation can help you keep your records more organized because you don’t risk overlooking a message or missing important contact info.

Set up an automation that logs all your incoming emails for a project or from a particular client or coworker. That way, you can easily refer back to previous conversations if you need to.

You can also create a workflow that logs just certain information from those emails—for example, contact information. An email parser will identify contact information from upcoming emails and automatically add them to Smartsheet. This is a great way to create a database of client or customer emails without any extra effort.

Use webhooks with Smartsheet

Webhooks are the secret to automating anything and everything. The power of webhooks is that they let you fully customize your workflows. If one of the apps you rely on isn’t already included in Zapier’s extensive library of integrations, you can create your own using a webhook.

Webhooks can be used to connect Smartsheet with almost any other app. When an event happens in another app, such as a new email going into an inbox or a task being marked complete, a webhook can send that information to another app—like Smartsheet.

It can also work in reverse, where an event in Smartsheet—like a new row—can trigger a webhook to send that information to another app.

Build workflows that truly make your workflow easier

Our workplaces are filled with software and digital tools that are supposed to make our lives easier, but sometimes they just add more work to our plates. Use Smartsheet to add structure and organization to your day. Then add automation to connect Smartsheet to your business-critical apps.

With your work organizing itself without much effort, you’ll be able to focus more of your energy on the tasks that really matter. Unlock the full potential of Smartsheet when you start automating it.

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Source: https://zapier.com/blog/automate-smartsheet

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