Add new persons from Livespace to rows in Smartsheet effortlessly
Streamline your preparation for new clients or meetings by having this workflow in place. Whenever a new person is added in Livespace, a corresponding entry will be created in Smartsheet, ensuring you have all the vital details stored in one place. This automation aids in comprehensive record-keeping without any manual data entry, making it easier to stay organized and focused.
Streamline your preparation for new clients or meetings by having this workflow in place. Whenever a new person is added in Livespace, a corresponding entry will be created in Smartsheet, ensuring you have all the vital details stored in one place. This automation aids in comprehensive record-keeping without any manual data entry, making it easier to stay organized and focused.
- When this happens...New Person
Triggers when a new person is added.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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New Company
Triggers when a new company is added.
Try ItNew Deal
Triggers when a new deal is added.
Try ItChange in Deal Status
Triggers when deal status is changed.
Try ItCompany nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility





