1.Captures updated row progress and dates
Integrate Smartsheet and spreadsheet data extraction tools to capture changed rows and extract contract identifier, progress, and key dates.
Update contract progress from timeline to ops records
Automatically capture Smartsheet updated rows across timeline and contract fields and route progress and dates to Quickbase records. Update project and customer success progress when progress percentage or key dates changeβso you can keep contract status current without manual status chasing.
How this automation keeps contract status current
When timeline rows change, delays can leave teams working from outdated contract progress and dates. This automation captures updates in Smartsheet and updates both project management and customer success Quickbase recordsβso your team can act on the latest status.
Smartsheetor swap with your favorite app
2.Finds customer success record by contract id
Integrate Quickbase and database search tools to find the matching Customer Success record by contract identifier or signal no match.
Quickbaseor swap with your favorite app
3.Finds project management record by contract id
Integrate Quickbase and database search tools to find the matching Project Management record by contract identifier for update.
4.Updates project management progress and dates
Integrate Quickbase and record mapping tools to update project progress and contract date fields from the timeline.
5.Updates customer success progress and dates
Integrate Quickbase and record mapping tools to update success ops progress and success ops date fields from the timeline.
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