IRIS CRM + Smartsheet

Update rows in Smartsheet when lead status changes in IRIS CRM

Stay on top of your leads in IRIS CRM by instantly updating your Smartsheet. This workflow activates as soon as your lead status changes in IRIS CRM, adding a new row to your designated Smartsheet. It’s a seamless way to ensure you never miss an update and all your data is consistently organized. Boost your productivity with this intuitive and efficient automation.

When this happens...
Lead Status Updated
Triggers when a lead's status is updated.
TriggerInstant
automatically do this!
Add Row to Sheet
Add a row to a sheet.
ActionWrite

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Supported triggers and actions

What does this mean?

- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
Try It
- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write

- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write

- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Choose a SheetRequired
Trigger
Scheduled
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row
Find a row in a specified sheet using a query.
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Help

Related categories

Spreadsheets

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IRIS CRM + Smartsheet

Update rows in Smartsheet when lead status changes in IRIS CRM

Lead Created

Info

Lead File Uploaded

Info

Current StatusRequired

Lead Note Added

Info

Current StatusRequired

Lead Status Updated

Info

Previous StatusRequired

New StatusRequired

Add File to Lead

Info

File TabRequired

File LabelRequired

File NameRequired

File SourceRequired

Assign User(s) to Lead

Info

Assign User(s)Required

Assign User's Manager(s)

Send Email to Lead

Info

Lead Email FieldRequired

Email templateRequired

Update Lead

Info

New Group

New Campaign

New Source

Other lead fields

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Attachment

Choose a SheetRequired

New Row

Choose a SheetRequired

Add Attachment to Row

SheetRequired

RowRequired

File AttachmentRequired

Add Row to Sheet

Choose a SheetRequired

Add Row to Top or Bottom

Copy Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

Move Row

Choose Source SheetRequired

Choose a Destination SheetRequired

Choose RowRequired

New Sheet From Template

DestinationRequired

TemplateRequired

Copy Cells?Required

Copy Attachments?Required

Copy Discussions?Required

Sheet NameRequired

Send Row

Choose a SheetRequired

Email Address(es)Required

Choose RowRequired

Email Subject

Message

CC Me?

Include Attachments ?

Include Discussions ?