iMIS (iAppConnector) + Smartsheet

Update iMIS (iAppConnector) panel sources when Smartsheet rows are updated

Keep your Smartsheet and iMIS (iAppConnector) data in sync with this efficient workflow. When an updated row is detected in Smartsheet, the relevant panel source in iMIS (iAppConnector) will be added or updated accordingly. This automation ensures that your information remains consistent across both platforms, saving you time and streamlining your data management process.

When this happens...
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
TriggerInstant
automatically do this!
Add/Update Panel Source
Updates a panel source defined in RiSE > Panel Designer
ActionWrite

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Supported triggers and actions

Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write

- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write

- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
Action
Search
- IQA PathRequired
- Parameter List
Trigger
Polling
Try It
- Track Fields
Trigger
Polling
Try It
- notice
- Batch Id
- Batch Date
- TypeRequired
- Donor IDRequired
- List As
- Anonymous Gift
- Request
- AmountRequired
- Gift ItemRequired
- Source Code
- Soft Credit Notice
- Contact ID
- Percentage
- Amount
- Moves Manager ID
- Tribute Type
- Tributee Name
- Tribute Message
- Notify Contact ID
- Payment method
- Check Number
- Do not reciept
Action
Write
- CodeRequired
- TitleRequired
- Description
- CategoryRequired
- Standard PriceRequired
- Discount PriceRequired
Action
Write
- Add User Security RoleRequired
- UsernameRequired
Action
Write
- Panel Source Name (Type) (Identity)Required
Action
Write
- iMIS IDRequired
Action
Write
- Add or UpdateRequired
- Work Phone
- Country Code
- Email
- Website
Action
Write
- Add/UpdateRequired
- IDRequired
Action
Write
- File
Action
Write
- Event CodeRequired
- Event Name
- Event Description
- Event Start Date/Time
- Event End Date/Time
- Capacity
- Time Zone
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Search by Company WebsiteRequired
Action
Search
- IQA PathRequired
- Return First Result?
Action
Search
- EmailRequired
- Add or UpdateRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Informal Name
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
Action
Search or write

- Choose a SheetRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search
New Contact Record Added
Triggers when a new contact is added in iMIS.
Trigger
Polling
Try It
- Event CodeRequired
- Registration Option CodeRequired
- Registrant IDRequired
Action
Write
- Add or UpdateRequired
- First NameRequired
- Middle Name
- Last NameRequired
- Informal Name
- Email
- Member Type
- Major Key
- Phone Number
- Title
- Functional Title
- Website
- Country Code
Action
Write
- Add/Remove RelationshipRequired
- Relationship TypeRequired
- Contact IDRequired
- Title
- Effective Date
- Expiration Date
Action
Write
- iMIS IDRequired
- Address Id
- Override Address Id
- Address PurposeRequired
- Address Line 1
- Address Line 2
- City
- State Code
- Country Code
- Postal Code
- Email
- Phone
- Notes
Action
Write
- API Docs
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- authheaders
- Additional Request Headers
- Body
Action
Write
- Activity TypeRequired
- SEQN #
- IDRequired
- Transaction Date
Action
Write
- Clone from Event Code
- Event CodeRequired
- Event NameRequired
- Event Description
- Event Start Date/TimeRequired
- Event End Date/TimeRequired
- Time ZoneRequired
- Capacity
- Registration Code
- Registration Name
- Registration Description
- Registration Start Date/Time
- Registration End Date/Time
- Event Additional Field 1
- Event Additional Field 2
- Event Additional Field 3
- Event Additional Field 4
- Event Additional Field 5
- Event Additional Field 6
- Event Additional Field 7
- Event Additional Field 8
- Event Additional Field 9
- Event Additional Field 10
Action
Write
- Table NameRequired
- CodeRequired
- DescriptionRequired
- Expansion
Action
Write
- Group NameRequired
- PartyID
Action
Write
- UsernameRequired
- Old PasswordRequired
- New PasswordRequired
Action
Write
- Search by EmailRequired
Action
Search
- Search by Company WebsiteRequired
- Add or UpdateRequired
- Work Phone
- Country Code
- Email
- Website
Action
Search or write

About iMIS (iAppConnector)

iMIS is a leading Engagement Management System for associations and non-profits

Related categories

Databases

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.

Related categories

Spreadsheets

iMIS (iAppConnector) + Smartsheet

Update iMIS (iAppConnector) panel sources when Smartsheet rows are updated

Get Reports

New Comment

New or Updated Report Row

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

Move Row

Create Sheet From Template

Send Row

Share Sheet

API Request (Beta)

Find Attachment

Iqa

Updated Contact Record

Gift Entry

Add Product

Add Security Role

Add/Update Panel Source

Update Communication Preferences

Add/Update Company

Add/Update Subscription Records

iMIS to Zap File Conversion

Update Event

Find Company

Search IQA Results

Find or Create Contact Record

New Attachment

New Row

Updated Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Export Column

Create Sheet From Existing Sheet

Update Row

Send Sheet

Share Workspace

Find sheet Row (Legacy)

Find Sheet Row

New Contact Record Added

Add Event Registrant

Add/Update Contact

Add/Remove Relationship

Add/Update Addresses

API Request (Beta)

Create Activity

Create Event

Update GenTable

Update Dynamic Group

Update Password

Search/Add Contact Record

Find or Create Company Record

About iMIS (iAppConnector)

Related categories

About Smartsheet

Related categories

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