1.Captures new sold-install row
Integrate Smartsheet and sheet automation tools to detect new sold-install row entries and to centralize install job details.
Notify operations of sold install jobs in channel
Automatically monitor sold-install submissions across Smartsheet. Get instant Slack alerts and rebate emails when sold-install rows are added, when rebate flags turn on, or when eligible records appearβso you can stage jobs, notify operations, and confirm rebates without manual follow-up.
How this automation accelerates your install-job follow-up
When sold-install rows are added, delays can stall staging and parts readiness. This automation posts Slack operations alerts and emails rebates based on eligibilityβso your team can dispatch faster and confirm rebates without chasing spreadsheets.
Smartsheetor swap with your favorite app
2.Posts operations channel alert
Integrate Slack and message templates to post to your operations channel and to notify operations immediately.
Slackor swap with your favorite app
3.Checks rebate eligibility
Integrate Filter by Zapier and workflow rules to evaluate the rebate flag and to continue only for qualifying records.
Filter by Zapieror swap with your favorite app
4.Sends rebate email to recipients
Integrate Email by Zapier and email templates to send formatted rebate emails and to distribute rebate details and financials.
Email by Zapieror swap with your favorite app
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