Docsumo + Smartsheet
Update Smartsheet rows each time Docsumo document status changes
Manage your workloads more efficiently with this automation. When a document's status changes within Docsumo, it will immediately add a new row to a designated Smartsheet. Keep all your important data in one place, simplifying your organization strategy and making document tracking a seamless process.
Manage your workloads more efficiently with this automation. When a document's status changes within Docsumo, it will immediately add a new row to a designated Smartsheet. Keep all your important data in one place, simplifying your organization strategy and making document tracking a seamless process.
- When this happens...Document Status Changed
Triggers when the status of the document is changed.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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About Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
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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.
