Ross Collins’s Profile

Community member since March 2018

points
16

8

So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. 

It has many application & the proof of concept exists and we use it. 

We use it for an approval process (for invoices):

The power of Smartsheet i.e. (approvals, communication, notes)

2

I'm running a landscape installation company in Smartsheet and I'd like to set up a way to send an automated weekly email to the client's email address stored in a contact column with their jobs that are coming up in the next few days.  In my sheet, each row represents a job and I have a start date.