Add Ons and Integrations

Add Ons and Integrations

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How can I track inventory from orders that come through Formstack?

edited 02/05/25 in Add Ons and Integrations

We are a tourism agency. We use Formstack to collect registration details from each traveler. We integrate the information into Smartsheet to track registration numbers (and other information) and to share the information with others easily. Sometimes we use a hotel with several different room types, but with limited numbers of each room type and we need to keep track of the inventory of each hotel room type quickly and easily.

So my questions are:

1. Is it possible to track inventory on the same Sheet that we use for integration from Formstack?

If not, 2. How do you suggest to keep track of the inventory once it's been integrated from Formstack?

Obviously, we'll have several of these integrated sheets active at the same time and each one is not connected to the other, so likewise the inventory tracking cannot be in one central location since each set of inventory is for a different travel group and a different client.

Appreciate any solutions you can provide.

Answers

  • Community Champion

    Hello @RobinIGT ! This sounds like a super fun build! I have a few ideas, but I would need to see the information that is dumped into Smartsheet. Would you like to whiteboard together? I love doing this with people from the community. My calendar link is in my signature below. Feel free to throw an hour on my calendar and maybe we can come up with a few ways together, and then come back to report it to the community as a solution afterwards!

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

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