Integrations

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…

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…

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…

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…

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…

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…

Hi everyone, We're currently trying to create a system that accepts form entries with attachments and stores those attachments in their own folder as soon as they are submitted. Preferrably, we would like this folder to update in real time and remove any attachments that are replaced when the same user uploads a different…

I have been playing around with DDUpdate over the past few weeks. It has been working well until today, where all my mappings are now inactive. Fortunately, none of the mappings are in production sheets. For all you DDUpdate subscribers out there, how has your experience been? How is the support? Reliability? I logged a…

It would be fabulous if there was a way to send information in a row in an email as an ical file. We coordinate the scheduling of all our external trainings in Smartsheet, but then have to do extra data entry because we then have to create a meeting in Outlook (100% of the time) and in Zoom (40% of the time). Being able to…

We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.