Jean Tagliamonte

Integrating with Smartsheet

Discussion created by Jean Tagliamonte on Jan 28, 2015
Latest reply on Feb 1, 2015 by Yuval Pecht
We use Smartsheet for Project Management and I was playing around with Zapier's ability to connect Smartsheet and Samanage.

I'm imagining a use case where a person submit's a request for a project via a Samanage service request and the incident get's pulled in to smartsheet after approval as a new project sheet.

It works fairly well except:
  1. Approval isn't actionable (I don't think) so I had to make the condition to create the sheet when the incident is marked as resolved. It'd be better if I could do it upon approval.
  2. And, more importantly, I wasn't able to map any of the fields to the new sheet so none of the description or project information gets put in automatically.
Has anyone had any luck automating something like this? It'd be great if we could do this. Really streamline our process.