how to receive excel file notification for the newest update in smartsheet ?

01/28/19 Edited 12/09/19

Hello,

for the current smartsheet, for each new/update records in smartsheet: we receive an email notification for these updates. that is great.., however, in stead of receiving an email with all the new/update records on that email. are we able the send all the update/new records as an attachment - (excel format) via that email ? or to some specific server location ?

Thanks in advance

 

Valerie

 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Valerie,

    I can think of a few ways to set this 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, [email protected])

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi Andree,

     

    (1) the first image : is the current email notification that everytime I add/update new record in smart sheet

    (2) the second image : which I expect to receive an excel file ( sample as picture) which including all new /update record in that email attachment; or it is better if the excel file could export to send to server location

     

    Please let me know if you have any question

     

    thanks in advance

     

    Valerie 

    email notification - newor update records.JPG

    notification as an attachment with including the new-update records.jpg

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Valerie,

    I would probably set this up with the help of a service like Zapier or similar.

    Do you want to include both added and updated rows?

    Would that work?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I would like to have only the added one, not the update for now since it would cause the duplicate project if we send the update again. how does Zapier work ? is that another integration with smartsheet ? Thanks in advance

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Zapier is a service, and with it, you can connect Smartsheet to thousands of other web apps.

    Hope that helps!

    Best,

    Andrée

     

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks Andree for the information,

    do you have any ideas or estimate about the cost of this integration ? please let us know

    Thanks in Advance

     

    Valerie

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    I don't know why I didn't think of this before, but it could probably be set up with a report instead.

    The report could be set up to send as an attached excel file.

    Would that work?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Valerie,

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

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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