How to automatically create a new smartsheet as part of an automated workflow?

How to automatically create a new smartsheet as part of an automated workflow?

I want to automatically create a new smartsheet as part of an automated workflow which gets its name from a cell in the original smart sheet.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Saroja,

    The third-party service, Zapier, can bean excellent option for this scenario. One thing to be aware of is that the sheet that is created will not include automations and other advanced similar features.

    Is that an option for you?

    Would that work?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi - thank you for your response - but wanted to find out if in fact automatic creation of new smartsheets, based on a trigger is something that can be set up in smartsheet.

    Thank you again for your response.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Saroja Hanasoge

    Happy to help!

    You'd need to use the Smartsheet API or a 3rd party solution/service.

    More info about the API.


    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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