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Mark Ryan
Mark Ryan Overachievers
edited 01/31/23 in Add Ons and Integrations

Hi,

I've just gotten access to the Bridge connector, and one question/request that I have is related to the Smartsheet/Resource Management integration.

I have a PTO Smartsheet to track holiday requests, with an approval workflow associated with it. Currently, when the assigned manager approves the leave, an automated email then gets sent to notify that a sync of the Smartsheet data to Resource Management is required. What I would like to happen is that Bridge can automate the refresh, so when the manager sets the status to approved, it will automatically trigger the refresh/push of data to Resource Management.

Is this something that is possible using Bridge?

Thanks,

Mark

Answers

  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭
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    @Mark Ryan

    Hey Mark, You can certainly setup Bridge to detect the change in your sheet (approved), but what are you looking for it refresh/push in RM?

    Have you had a look at this documentation?

    I no longer have access to bridge to prototype this for you, but when I was with my last client, we created projects in RM through Bridge. It was a BEAST, but it can be done.

    Developing something through the API is also an option. Here's the RM API docs

    Ryan Sides

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  • Mark Ryan
    Mark Ryan Overachievers
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    Hi @Ryan Sides,

    Thanks for that. Yes, I've been through that documentation and it certainly looks very powerful and a lot of great use cases can be covered. It is the refresh/sync from Smartsheet to Resource Management that i'm after.

    So when a leave request is approved, that action automatically triggers the refresh/push of the data into Resource Management. Currently, after an approval I have to go into the Smartsheet, open the Resource Management panel and then click the sync button.

    Thanks,

    Mark