Plumsail Documents + Smartsheet
Populate documents with data from new Smartsheet rows using Plumsail Documents
Struggling to automate document generation with Smartsheet? This Zap is your solution. Once it's active, new rows in Smartsheet automatically merge into documents to streamline the process. This works great for populating PDF forms, as well as creating custom documents in Word, Excel, and PowerPoint.
Struggling to automate document generation with Smartsheet? This Zap is your solution. Once it's active, new rows in Smartsheet automatically merge into documents to streamline the process. This works great for populating PDF forms, as well as creating custom documents in Word, Excel, and PowerPoint.
- When this happens...New Row
Triggers when a new row is added.
- automatically do this!Start Process
Start the process and return generated document.
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About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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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.
