This automation scenario allows you to connect Smartsheet and Microsoft Outlook
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Smartsheet and Microsoft Outlook can also be integrated using automation tools other than zapier:
When this trigger fires in Smartsheet
Triggers when a new row is added.
Then this action happens in Microsoft Outlook
Send an email from your Outlook account.
This guide contains information on how to set up an automatic workflow that allows to Send Microsoft Outlook emails from new Smartsheet rows.
Part I
First, we need to connect Smartsheet and Microsoft Outlook 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 Microsoft Outlook to Zapier.
Give Zapier access to your Microsoft Outlook account, using Microsoft Outlook 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 Smartsheet
Choose the following trigger: New Row (Triggers when a new row is added.).
Then set up an Action for Microsoft Outlook
Choose this action: Send Email (Send an email from your Outlook account.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Smartsheet and Microsoft Outlook.
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 Microsoft Outlook emails from new Smartsheet rows!
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Triggers at a specified time before an event in your calendar starts.
Triggers when a new contact is added to your account
Triggers when an event is updated.
Triggers when a new email is flagged.
Add a row to a sheet.
Inserts a row into the specified sheet.
Update an existing row with new values. Requires a row ID.
Adds a file attachment to a row.
Create a new sheet from a template.
Creates a Workspace.
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