Custom email notifications

We use smartsheet to track enhancement tickets that is logged with us, I would like to setup a "custom" email that is triggered for every phase a ticket might go to, example move from phase 1 to 2 then a custom email gets trigered with our companys custom info and details around the ticket. ? We have an outside logging system , this would only be for "special Requests tickets"

The client will only receive this notification and no access to smartsheet.

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Comments

Andrée Starå

Hi Johan,

You could set this up with the help of automated actions (Alerts & Actions).

The rule would trigger and send when phases change.

Please see the attached link/screenshot for more information.

https://help.smartsheet.com/articles/542904-using-notifications

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

johang61701

Hi ,

Thanks for the reply,

So I am using that , but is it not able to do Custom layouts for email ? so that it looks like my attachement ? or a program that can manage or integrate with smartsheet that can do it for me ?

Andrée Starå

Happy to help!

Some third-party services can integrate with Smartsheet. Two examples are Zapier and WebMerge. A manual solution would be to use the Smartsheet Merge solution together with Google Doc.

Would that work?

Best,

Andrée

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