Zapier: Explore Specific Apps Faster

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If you use Zapier for SaaS integration (there are good reasons to do so) and, like me, you occasionally need to check out a new integration, refresh the possibilities of ones you already use, or check out recent changes, it may help you to know about some short-cuts I use. Explore page The first isRead more

Smartsheet: A Different (Maybe Even Better) Send Row

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Anyone that uses Smartsheet should probably know that the user can send a row with a few clicks of the mouse and some typing. This will send the chosen user(s) an e-mail copy of the row(s). The e-mail provides a convenient link back to the sheet that contains the row. Unlike some of Smartsheet’s otherRead more

Forcing TODAY() refresh in Smartsheet

Because Smartsheet and other spreadsheets lend themselves to being used as task lists, a common request on the Smartsheet Community is how to “create recurring tasks in Smartsheet”. While on the surface, this seems to be a simple question, it isn’t. The answer isn’t simple either. We aren’t going to cover that bigger question here. OneRead more

Smartsheet: Fixed date upon completion

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One of the FAQ’s in the Smartsheet Community is a asking for a way to have a “Completion Date” cell be updated automatically when a user sets a status to ‘completed’, a percent complete to 100%, checking a “Done” checkbox, or dozens of other ways a task can be marked as finished. For example, a userRead more

To Automate or Not to Automate, that is the Question

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Apologies to the Bard. New Stuff Yesterday (May 7, 2016), Smartsheet and Zapier rolled out an update. Go here for Smartsheet’s release notes and while I couldn’t find a page for Zapier’s release notes (looks like they blog them), their documentation has been updated too. In all fairness, I’ve been lukewarm to Zapier. I have a free accountRead more