Create Smartsheet templates for new projects on Nozbe

First, we need to connect Nozbe and Smartsheet to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Nozbe to Zapier.

  Give Zapier access to your Nozbe account, using Nozbe credentials.

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  Connect Smartsheet to Zapier.

  Give Zapier access to your Smartsheet account, using Smartsheet credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Nozbe

  Choose the following trigger: New Project (Triggered when a new project is created).

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  Then set up an Action for Smartsheet

  Choose this action: New Sheet From Template (Create a new sheet from a template.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Nozbe and Smartsheet.

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  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 Create Smartsheet templates for new projects on Nozbe!