Add attachment to multiple sheets and respond?

i_cooper
i_cooper
edited 12/09/19 in Smartsheet Basics

I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file.

What I would like is for the attachment to be added to the Tracking Request Sheet, as well as the Certification Library sheet.

Lastly, when my team attaches the document, I want the automation to send off an email to the person that made the request. I have a cell that captures their email address.

Any of this possible?

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Question 1. The third-party service, Zapier is an excellent option for this scenario. Is that an option for you?

    Question 2. Depending on the specifics that can be set up in Smartsheet.

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.