An automated workflow using zapier
Connects Smartsheet + Any.do
Turn Smartsheet rows to tasks on Any.do
About this workflow template
This automation scenario allows you to connect Smartsheet and Any.do
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
Diagram
How it works?
When this trigger fires in Smartsheet
New Row in Smartsheet
Triggers when a new row is added.
Then this action happens in Any.do
Create Task in Any.do
Creates a new task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Turn Smartsheet rows to tasks on Any.do.
Part I
Configure Applications
First, we need to connect Smartsheet and Any.do to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Smartsheet to Zapier.
Give Zapier access to your Smartsheet account, using Smartsheet credentials.
Connect Any.do to Zapier.
Give Zapier access to your Any.do account, using Any.do credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Smartsheet
Choose the following trigger: New Row (Triggers when a new row is added.).
Then set up an Action for Any.do
Choose this action: Create Task (Creates a new task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Smartsheet and Any.do.
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 Turn Smartsheet rows to tasks on Any.do!
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