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Automated integrations with Employment Hero, Xero, Artisan Plus.
I would like to be able to import data from several different platforms into Smartsheet and have Smartsheet update some data in a 3rd party platform. There's not much data to shift, so I can't afford an expensive solution, but if it's possible to automate that would be great. Specifically, I want to have our staff and…
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How will the new email OTP login method impact Live Connector?
How will the new email OTP login method impact Live Connector’s 32-bit ODBC connection?
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Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
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Dropdown List Per Cell Using API?
I have been doing a ton of research on how to do a dropdown at the CELL level, instead of column level. All signs point to this being a lost cause, as the feature has been being requested for 5+ years now. However, one forum response indicated this is possible through API. Does anyone know if this is the case? If yes, how…
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Sync Client between Smartsheet Project Sheet and Resource Management
Hello, Currently we are using Smartsheet and its integration with Resource Management. Projects are created in Smartsheet with a defined template and then they're imported on Resource Management. When the project is created in the first system, a lot of information are entered there, such as the Client. It would be very…
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ConnectWise Integration
Has any one here done an integration with ConnectWise? We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one person that would be great. Thanks, Jacque
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Is there a possibility of generating PDF of the completed FORMS?
Hi Everyone, I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS. I have created sheets that are connected through automation and use the same…
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DocuSign - Multiple Signature Status
Hello - I am new to the DocuSign integration process and am looking to launch this at my organization. Is there a status or a configuration I can enable in Smartsheet that will show me the signature status when multiple people are part of the process? I have enabled the tracking column (Step 5 of the configuration) with a…
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Merge all attachments of a sheet into one PDF?
Is there any way to automate merging all of the attachments of a sheet into one PDF? I was thinking of using zapier or Microsoft Flow but I haven't been able to figure out a good and simple way to. Ultimately I want the end users to be able to do so with only one trigger (after the sheet has all of the attachments.) Thanks…
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New Outlook Add in
We use the outlook add in a lot to add emails and attachments in to Smartsheet. The add in is not perfect but works. It doesnt now work with the new outlook. We have to login in to the old version firstly then switch over to the new version, which makes it cumbersome. This integration needs to be updated. As part of the…
