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Smartsheet data not sending to DocuSign.
This process worked in the beginning; however, data is not being sent to DocuSign. I uploaded a Word document to DocuSign, mapped all fields in Smartsheet. The process runs, but I receive a blank document. I have formulas, but this has not been an issue in the past. I worked with support, and they stated that I need a PDEF…
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Merged: Smartsheet JIRA Connector - Attachments
This discussion has been merged.
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Power Automate and Smartsheet
I want to use Power Automate to send a professionally formatted email with Smartsheet data embedded in it. For example, Power Automate would receive the person's name, email, and pre-filled form's link text (instead of a long URL) and compose/send an email. I know Zapier can do this, but our team doesn't want to pay for…
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Connect your Smartsheet data with AI tools across your business
Did you know Smartsheet integrates with Amazon Q Business, Atlassian Rovo, Glean, and Microsoft Copilot? Get insights from your Smartsheet data alongside data from across your systems through our dedicated Smartsheet connectors for enterprise AI tools: Amazon Q Business: Smartsheet and AWS have teamed up to create a…
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How to automatically remove "unmatched" datamesh results from the Target sheet?
Hi Smartsheet SMEs! In DataMesh, selecting the "Copy and Add Data" option will keep the Source and Target sheet in sync --- automatically creates new lookup values if needed. Have you devised a solution that automatically removes/deletes unmatched data --- rows in the target sheet that no longer reconciles to the Source…
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Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
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Integrating Jotform via Zapier
Hi all, Wondering if anyone has had luck integrating Jotform and Smartsheet via Zapier. We would like to create an action where submissions in Jotform are "shuttled" as new rows to a grid in Smartsheet. Unfortunately Data Shuttle does not support Jotform (at least for us), but could a similar action be created via Zaps?…
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Smartsheet "Tabs" within a Teams Channel
Hi all, When adding the Smartsheet tab within my Teams Channel, under About, it says: Add Smartsheet sheets, dashboards, and reports as Tabs in a Team channel, so teams can collaborate with a shared view of work. However, only Reports and Sheets are showing up as options. All of the Dashboards I have created are not…
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How do you use Smartsheet with Microsoft Teams?
Hey Community! I've been playing around with the Teams integration and like the base functionality it provides, but I'm curious about how others have used it! What have you used the Teams integration for? What have you created with this integration that has made things easier for others? I love hearing about other people's…
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Is aws.relay.smartsheet.com the set of IP addresses that any Smartsheet connections will come from
Specifically I have a client whose security team have forced IP based allow listing on their Salesforce instance, which has of course broken the Smartsheet→Salesforce connector I setup for them. So, are the IPs returned by the aws.relay.smartsheet.com DNS A record the valid list for connections to Salesforce from…