Ask and logic based on response

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Hi I am new to smartsheets. I am trying to build out a staffing solution for my reps based on leads coming in thru a form. Thru a mapsly integration we will have each lead mapped against the reps service areas. I will have rules based on offering it to them based on distance parameters. My question is I would really love to automate sending the rep a message offering them that lead and then if they click yes (this is a wishlist, not sure if possible) it would go back to smartsheet and then add the lead to their worklist and schedule. Please help.


Jay

Answers

  • Intern98
    Intern98 ✭✭✭
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    Hi Jay,

    Under Automation; creating workflow,

    you can trigger alerts that can be sent to CONTACTs in selected cells, when parameters cells are modified/changed to certain values. You can add an acceptance column, consisting or yes/no; checkboxes for your lead.

    From there, you can add more automation to change certain cells based on the input in that column.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @JayBayit

    I hope you're well and safe!

    To add to Intern98's excellent advice/answer.

    Another option could be to send the Rep an Approval Request instead, which they can Approve direct, and then it could be added to their worklist.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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