Zapier Help Please!

RSanders

hi, 

I am trying to implement fillable forms by pdffiller. I have worked out how to create a new row in smartsheet if a form is filled out. I am also trying to get it to add the filled out form to the created row once submitted and potentially update values in columns, should they be different. 

Can i do this in the one zap, or do I need to create multiple zaps? If so, what would the steps be / zaps be? (Please note, I have set the PDFfiller to automatically save to my box account and I have been successful in pulling one attachment from a PDF filled form onto a row in smartsheet, but it wasn't the correct row it attached to)

 

Thanks in advance for your help!

Andrée Starå

Hi,

You can do this with a multi-step Zap and add to your Zap that you've already set up.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå

Hi,

How did it go? Did you get something set up?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting