Custom email notifications

johang61701

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.

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