Erxes + Smartsheet Integration

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Popular Erxes + Smartsheet Workflows

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Erxes + Smartsheet Integration

Create Smartsheet row for new Erxes contact

When a new contact is created in your Erxes software, automatically create a row for them in your Smartsheet. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Erxes + Smartsheet Integration
1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
2.
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet
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Integrate Erxes & Smartsheet In 1 Click
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