This automation scenario allows you to connect Formstack and Smartsheet
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Formstack and Smartsheet can also be integrated using automation tools other than zapier:
When this trigger fires in Formstack
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Then this action happens in Smartsheet
Add a row to a sheet.
This guide contains information on how to set up an automatic workflow that allows to Send new Formstack entries to Smartsheet.
Part I
First, we need to connect Formstack and Smartsheet to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Formstack to Zapier.
Give Zapier access to your Formstack account, using Formstack credentials.
Connect Smartsheet to Zapier.
Give Zapier access to your Smartsheet account, using Smartsheet credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Formstack
Choose the following trigger: New Submission (Legacy) (Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.).
Then set up an Action for Smartsheet
Choose this action: Add Row to Sheet (Add a row to a sheet.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Formstack and Smartsheet.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new Formstack entries to Smartsheet!
Triggers when a new row is added.
Triggers when a row is updated.
Triggers when a new row is added.
Triggers when a new attachment is added to a row.
Triggers when a new comment is added.
[PRIVATE] Generates folder list for dropdown.
Creates a new form on your account.
Create form submission
Get form
Creates a submission for a form in FormStack.
Submits a form.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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