Automated export and Automatic upload

Each time a row is added (which is requiring an approval) i need the sheet to export the new data, to either an excel spreadsheet or google doc and upload to a secure site.  The other option would be to do this based on frequency like nightly, but I guess the real question for me, and yes I am both new and green here, can my smartsheet auto exported to the file type chosen and then uploaded to the chosen location automatically?  Thank you all in advance for your help!

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Do you want to add the data to the same file or do you want to create a new file for each row?

    Zapier is a great option for this scenario. Is that an option for you?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Probably either would work, but lets start with create a new file for each row.  Please explain how Zapier would work.  And thank you so much for your response.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    I'll get back to you because I want to test it first to make sure it works the way you need it to.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Please do, and thank you very much!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    I tested it briefly earlier today, and it seems to be possible to create a new Google Sheet for each new row.

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.