We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion.
I have looked at Zapier. It looks like I can have it email me the data in excel but the free version does not have a trigger based on a cell value or number of rows. I have some ideas as to how to set up a trigger though. However Zapier does not allow me to delete data in the SmartSheet once exported. So it only accomplished part of the task.
I image other companies have this workflow too. I have searched the community and found a lot of great suggestions for each part but no solution for the whole workflow.
Any suggestions to automate the workflow? Apps out there? Or will I need to program something using the API?
Thanks for any suggestions and guidance.
Dianne