This automation scenario allows you to connect Status Hero 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
Status Hero and Smartsheet can also be integrated using automation tools other than zapier:
When this trigger fires in Status Hero
Triggers when someone on the team checks-in with a status update.
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 Create rows in Smartsheet for new Status Hero check-ins.
Part I
First, we need to connect Status Hero and Smartsheet to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Status Hero to Zapier.
Give Zapier access to your Status Hero account, using Status Hero 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 Status Hero
Choose the following trigger: New Check-In (Triggers when someone on the team checks-in with a status update.).
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 Status Hero 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 Create rows in Smartsheet for new Status Hero check-ins!
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.
Records an activity and adds it to the next check-in for a specific team member.
Adds an activity to Status Hero.
Adds a absence record for a member, by the ID or slug of the team member
Creates a team-wide holiday for your team. Note: Check-ins and reports are skipped for team holidays.
Add a team-wide holiday.
Mark a team member as absent for a future date.
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