1.Monitor updated rows
Integrate Smartsheet and reporting systems to detect updated row changes for the approval tracking workflow.
Update approval status and dates from modified rows
Automatically monitor updated approval tracking rows across Smartsheet. Update approval flags and completion dates when qualifying changes happenβso you can keep stakeholder records current and avoid manual status updates, spreadsheet checks, and follow-up delays.
How this automation preserves approval records
When Smartsheet updated row events occur, approval dates and status can lag behind reality. This automation filters and routes qualifying updates in Zapier and updates approval fields in Smartsheetβso your team can keep records current.
Smartsheetor swap with your favorite app
2.Filter qualifying approval rows
Integrate Filter by Zapier and workflow rules to continue only for rows that meet the approval flag criteria.
Filter by Zapieror swap with your favorite app
3.Route by sheet and thresholds
Integrate Paths by Zapier and conditional logic to route updates based on the triggering sheet and numeric checks.
Paths by Zapieror swap with your favorite app
4.Update status and completion date
Integrate Smartsheet and data fields to update the target row with mapped status and completion date values.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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