Double HQ + Smartsheet
Update Smartsheet rows for each client properties update in Double HQ
Stay on top of your client properties with this efficient workflow. Each time there's an update to client properties in your Double HQ app, this workflow ensures that these changes reflect in the Smartsheet app by updating a new row. Say goodbye to manual data entry, as this automation provides an accurate and timely way to monitor changes to your client data. Enhance your data management strategy while saving time and minimizing errors.
Stay on top of your client properties with this efficient workflow. Each time there's an update to client properties in your Double HQ app, this workflow ensures that these changes reflect in the Smartsheet app by updating a new row. Say goodbye to manual data entry, as this automation provides an accurate and timely way to monitor changes to your client data. Enhance your data management strategy while saving time and minimizing errors.
- When this happens...Client Properties Update
Triggers when client properties are modified.
- automatically do this!Update Row
Update an existing row with new values. Requires a row ID.
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Client Creation
Triggers when a new client is created.
Try ItClose Status Update
Triggers when the status of a close is modified.
Try ItTask Status Update
Triggers when the status of a task is modified.
Try ItClient nameRequired
Workflow type
Task template id to use for client creation
User email to set as preparer
User email to set as reviewer
User email to set as manager
