How to automatically create a new smartsheet as part of an automated workflow?

Saroja Hanasoge · 06/30/20

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.

Andrée Starå · 06/30/20

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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Saroja Hanasoge · 06/30/20

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.

Andrée Starå · 07/08/20

@Saroja Hanasoge

Happy to help!

You'd need to use the Smartsheet API or a 3rd party solution/service.

More info about the API.

https://developers.smartsheet.com/

How to automatically create a new smartsheet as part of an automated workflow?

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