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Continous Merge (Real-Time)

Higgerty Law
Higgerty Law ✭
edited 12/09/19 in Archived 2017 Posts

Hi everyone,

 

I am new to Smarthsheet, and I just figured out how to merge a Smartsheet with a Google Doc and automatically send it out in an email. Do you know if it is possible to do this in real time and not as a semi-batch process? Once a new smartsheet row is added I want it to automatically merge and send via email if that's possible.

 

 

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Higgerty,

     

    Smartsheet does not have automation for this process.

    I usually use Zapier (www.zapier.com) for automation if it can do it.

    In this case, it can't.

     

    Depending on the complexity of your Google Doc, this might be accomplished using another tool, but I have not explored this path yet.

     

    Zapier can automatically send emails via a variety of third party email clients.

     

    Craig

     

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