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How Zapier works
Zapier makes it easy to integrate Sales Cookie with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Released Reward " from Sales Cookie.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Sales Cookie and Smartsheet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan NameRequired
Try ItTriggerPolling- Email AddressRequired
- Workspace Role
- First Name
- Last Name
- Aliases
- Tags
- Direct Manager ID
- Currency
- Start Date
- End Date
- Dashboard Disabled
ActionWrite- Choose a SheetRequired
Try ItTriggerPolling- Choose a SheetRequired
Try ItTriggerPolling
- Transaction DateRequired
- Unique ID
- Revenue
- Profit
- Currency
- Transaction Status
- Customer
- Product / Service
- Owner / Sold By #1
- Owner / Sold By #2
- Owner / Sold By #3
- Team / Territory #1
- Team / Territory #2
- Team / Territory #3
- Quantity
- Cost Per Unit
- Taxes
- Other Text #1
- Other Text #2
- Other Text #3
- Other Numeric #1
- Other Numeric #2
- Other Numeric #3
- Other Date #1
- Other Date #2
- Other Date #3
ActionWrite- Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerPolling - Choose a SheetRequired
Try ItTriggerPolling- Select a ReportRequired
Try ItTriggerPolling
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