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SiteCapture + Smartsheet

Update rows in Smartsheet whenever project status is updated in SiteCapture

Keep your project management streamlined and efficient with this workflow. When a project status is updated in SiteCapture, it will add a corresponding row to a Smartsheet of your choice. This ensures your project status information is neatly organized and easily accessible, greatly simplifying project management and collaboration.

Keep your project management streamlined and efficient with this workflow. When a project status is updated in SiteCapture, it will add a corresponding row to a Smartsheet of your choice. This ensures your project status information is neatly organized and easily accessible, greatly simplifying project management and collaboration.

  1. When this happens...
    SiteCaptureSiteCapture
    Project Status Updated

    Triggers when the project status has been updated.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template Key

    • StatusRequired

    • Include Images and Report

    • Include originals (high res) in images zip file

    • Only include flagged photos in images zip file

    • Include folders in images zip file

    • Include Template Fields

    • Report Type

    • Retrieve only recent projects updated in 60 minutes

    • Maximum number of Projects to retrieve

    Trigger
    Scheduled
    Try It
    • Project IdRequired

    • User IdRequired

    • Notify User

    • Remove Previous Assignee Access

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Project IdRequired

    • Send initial Email

    • Send Email Reminders

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Template KeyRequired

    • Container Project Id

    Action
    Write
    • Project IdRequired

    Action
    Write
    • Project IdRequired

    • Due date

    • Status

    • Fields

    Action
    Write
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About SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

Related categories

  • Project Management
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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.
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