PDF Form to Smartshett

Missy Pitcher

I would like to know if you can add a row in Smartsheet from a pdf form that would trigger the workflow. Also, can we leverage the docu-sign integration?

Andrée Starå

Hi @Missy Pitcher

I hope you're well and safe!

If you use an integration or maybe the Smartsheet API, you could connect it, so the PDF adds a record to a sheet.

How would you want to use the DocuSign integration?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Missy Pitcher

Hi Andree, Thank you for responding. This is very helpful. The process would be as follows:

A person outside the organization would complete the pdf form --> a row would be created in the Smartsheet upon submit --> which would trigger the workflow for review and approval, in this approval process there is a signature required internally (docu-sign) --> once workflow is completed notification and documentation would be sent to the person who originally created the pdf.

Andrée Starå

@Missy Pitcher

Happy to help!

In short, we could probably structure a solution like this at the moment.

1. PDF connected to Zapier (new submission)
2. Zapier connected to Smartsheet (new row)
3. Manually trigger the DocuSign process daily/weekly

Make sense?

Would that work?

Missy Pitcher

Thank you. Andree, that was very helpful.

Andrée Starå

@Missy Pitcher

Excellent!

You're more than welcome!

✅Remember! 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!