It would be helpful if we could use the automation - workflow to trigger a Generate Documents - DocuSign but use the 'Save as Draft' option. Currently, we use the 'save as draft' feature as we need to add additional documents to the DocuSign envelop. However, it would save us time if the creating the draft in DocuSign…
I think it would be very helpful to reply directly from Slack and it will automatically update within SmartSheet without us clicking on SmartSheet link and login to SmartSheet.
Hi all, I hope you're well and safe! I've developed a solution that lets you store the date or value. You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work. We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it…
Hi, I'm having an issue with the Google Add-On Smartsheet Merge for Google Docs authenticating. I have read the following document: Smartsheet Merge add-on for Google Docs | Smartsheet Learning Center. As well as other articles in the Smartsheet Community and Google search and help results. After I click Connect to…
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…
Hi all, I am trying to transfer my sheet data to my s3 bucket via Amazon AppFlow, after I successfuly run the flow, in each column the data is in a dictionary format instead of a single value. Is there a way to solve this?
I have seen in several places that Smartsheet integrates with DocuSign Powerforms. Does anyone know how to set this up? I have been able to send information using the standard DocuSign integration but am getting lost using the Powerform URL and understanding how to tie it back to Smartsheet.
Hi all, I have several automations/workflows set to send alerts to MS Teams. The channels are public and the alert settings are unrestricted. They worked just fine for several years. Suddenly, this week I received emails that the workflows couldn't run. When I checked them, the organization was no longer selected. I tried…
Hi All, I know we can integrate Slack with Smartsheet to send notifications to Slack. I would like to know if it is possible to use information in Slack Workflow to update Smartsheet automatically. This would involve adding the details of the Workflow into a new row in Smartsheet whenever a new message is posted in a Slack…
