Want to combine SmartSheet with Autotask

Mike Mushovic

Wow, Im finding this site a little hard to navigate, apolgies if this is already posted somewhere. I found an old thread about combining Smartsheet with Autotask and it sounded like what we are attempting to do here at my company. Unfortunately, the results of their efforts were not posted and the thread is locked. So, I'm trying to re-open this for discussion...

Our goal: We would like to use Smartsheet for project management; create a task list with durations and predeccessors. Once a task is completed - that is, marked 100% - we would like ithe next tasks that were dependent to become active tickets in Autotask for our pool of help desk technicians.

I'm trying to find out of this is possible and what would need to be configured in Smartsheet and Autotask to build this functionality. And if we'd need something like Zapier to help make this all work together.

Thank you in advance for any assistance or guidance...

Andrée Starå

Hi Mike,

Zapier seems to be a perfect solution for this.

More info:

https://zapier.com/apps/autotask/integrations

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Mike Mushovic

We've looked at Zapier... it doesn't let us do what I described above.. or, if it does, its not clear how to configure it...

This was more of a marketing overview... Is there a direct tutorial?

Andrée Starå

Ok.

I saw the dependent part now and I'm not sure that would work either in Zapier. I'd recommend experimenting and see if you can get it to work or look at other similar solutions.

Let me know how it goes!