Is there a way to automate new row upon receipt of email? And autopopulate basic fields?
As an example, say we tell our clients to use a template subject line: "Project Name Monthly Evidence"
Could I automate the process so that the Outlook Integration captures whenever an email is received with that subject line? A new row would then be created in a sheet, pulling the basic information from the email:
Best Answer
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Hi @CamSME
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Using a 3rd-party service like Zapier or similar
- Using the Smartsheet API
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi @CamSME
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Using a 3rd-party service like Zapier or similar
- Using the Smartsheet API
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå Do you think I could get the feature programmed using Smartsheet API?
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You can use the API to develop something, but you'll need to connect it to Outlook, PowerApps, or something else to make it work.
I recently worked with a client where I used Zapier and Outlook to set up the solution.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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