SmartSuite + Yanado Integration

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Popular SmartSuite + Yanado Workflows

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SmartSuite + Yanado Integration

Create Yanado email task for new SmartSuite row

As any project manager knows, email tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating email tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the email task-creation process in Yanado is to use this SmartSuite - Yanado integration. Using this integration, you can create a new email task in Yanado that will be automatically populated with data from a new row in a SmartSuite.

This can help to save valuable time and ensure that each email task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the email task-creation process.
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Yanado + SmartSuite Integration

Create SmartSuite row for new Yanado email task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Yanado and SmartSuite. By linking these two applications, you can ensure that every email task is automatically recorded in the SmartSuite, making it easier to track and manage.
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SmartSuite + Yanado Integration
1.
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
2.
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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750 Tasks
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