In the Sheet field, select the table from your Smartsheet account where you would like to extract data from the submitted forms. Upon redirecting to the Smartsheet authorization page, you may authorize your account by filling out the email address registered in your Smartsheet account or use an option to continue authorization with Google, Microsoft, and Apple accounts. Step 2 – Connecting Fluix with Smartsheetĭrag and drop Share to submit action to the Taskstream chart and connect it with the task that your team will be working on.Ĭlick on the Share to element, select Smartsheet from the list of available Integrations, and click Add an account button in order to add a new account. Make sure that you have added yourself to the group of users in order to test the setup later. Drag and drop a User task to the working area and configure it by adding fillable forms and assigning them to the team that will work on it on a regular basis. Navigate to the Fluix admin portal, Taskstreams section, to create a new taskstream. Step 1 – Create the repetitive process in Fluix Let’s look into how the data collection between Fluix and Smartsheet can be automated using a Share to Integrations feature while building a taskstream. However, to try the integration, you can register free trial accounts in all tools. Note: Integration requires a Core account in Fluix and an account in Smartsheet. What Fluix + Smartsheet integration doesįluix and Smartsheet is a seamless integration that allows streamlined data management and efficient project tracking, ultimately leading to improved project outcomes.Īfter a team member fills out the form in the Fluix app, the relevant data is automatically transferred to the Smartsheet, making it accessible to everyone on the team for further use and processing. It provides tools for project management, reporting, automation, and collaboration, allowing teams to streamline their work processes, track progress, and drive results. Smartsheet is a web and mobile-based platform for project management, that enables teams and organizations to plan, automate, and manage projects and workflows in a centralized manner. Help > Learning Resources > Feature Tutorials > How to configure Smartsheet integration in Fluix How to configure Smartsheet integration in Fluix
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