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
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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
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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.
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Happy to help!
You'd need to use the Smartsheet API or a 3rd party solution/service.
More info about the API.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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