Add attachment to multiple sheets and respond?

I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file.

What I would like is for the attachment to be added to the Tracking Request Sheet, as well as the Certification Library sheet.

Lastly, when my team attaches the document, I want the automation to send off an email to the person that made the request. I have a cell that captures their email address.

Any of this possible?

Find more posts tagged with

Forms

Sales

Attachments

Services

Support

Project Management

Update Requests

Email Notifications

Comments

Andrée Starå

Hi,

Question 1. The third-party service, Zapier is an excellent option for this scenario. Is that an option for you?

Question 2. Depending on the specifics that can be set up in Smartsheet.

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Sign in to join the conversation!

Quick Links

Trending discussions

Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
Sorting not working?
Hi. I have a sheet where I am sorting dates by ascending order. But the sorting functionality doesn't seem to be working. Instead of bringing all items with date values to the top of the sheeting and sorting them in ascending order, it leaves a gap. Is it a result of the "Next Review Due" column containing a column formula…