Status Hero
Smartsheet
zapier

An automated workflow using zapier

Connects Status Hero + Smartsheet

Create rows in Smartsheet for new Status Hero check-ins

About this workflow template

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.

Status Hero and Smartsheet can also be integrated using automation tools other than zapier:

Diagram

Create rows in Smartsheet for new Status Hero check-ins
Workflow diagram: Status Hero + Smartsheet integration

How it works?

When this trigger fires in Status Hero

Status Hero

New Check-In in Status Hero

Triggers when someone on the team checks-in with a status update.

Then this action happens in Smartsheet

Smartsheet

Add Row to Sheet in Smartsheet

Add a row to a sheet.

How to set up this workflow

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

Configure Applications

First, we need to connect Status Hero and Smartsheet to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Status Hero to Zapier.

    Connect Status Hero to Zapier.

    Give Zapier access to your Status Hero account, using Status Hero credentials.

  • Connect Smartsheet to Zapier.

    Connect Smartsheet to Zapier.

    Give Zapier access to your Smartsheet account, using Smartsheet 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 Status Hero

    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

    Then set up an Action for Smartsheet

    Choose this action: Add Row to Sheet (Add a row to a sheet.).

Part III

Test and Publish

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

  • Customize data flow

    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 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!

Supported triggers and actions

  • Smartsheet

    New row

    Triggers when a new row is added.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Smartsheet

    Updated row

    Triggers when a row is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Smartsheet

    Watch rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Smartsheet

    New attachment

    Triggers when a new attachment is added to a row.

    zapier
    triggerbyzapier
  • Smartsheet

    New comment

    Triggers when a new comment is added.

    zapierautomateio
    triggerbyzapierautomateio
  • Smartsheet

    Get folders

    [PRIVATE] Generates folder list for dropdown.

    zapier
    triggerbyzapier
  • Status Hero

    Record activity

    Records an activity and adds it to the next check-in for a specific team member.

    zapier
    actionbyzapier
  • Status Hero

    Add status activity

    Adds an activity to Status Hero.

    integromat
    actionbyintegromat
  • Status Hero

    Add member absence

    Adds a absence record for a member, by the ID or slug of the team member

    integromatintegrately
    actionbyintegromatintegrately
  • Status Hero

    Create team holiday

    Creates a team-wide holiday for your team. Note: Check-ins and reports are skipped for team holidays.

    zapier
    actionbyzapier
  • Status Hero

    Add team absence

    Add a team-wide holiday.

    integromatintegrately
    actionbyintegromatintegrately
  • Status Hero

    Create member absence

    Mark a team member as absent for a future date.

    zapier
    actionbyzapier

Apps you need

Zapier

Zapier

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