The GoFormz-Smartsheet Integration aids your project management by centralizing project data collection and ensuring the accuracy of your collected data.

There are two steps to configuring your Smartsheet integration - adding a Smartsheet connection, and setting up your Workflows.

Your integration can have multiple connections. You have two options for adding a connection: while setting up your Workflow recipe, or via the Connected Apps page.

If you want to add your connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.

If you want to add a connection without setting up a Workflow recipe, you’ll need to add a Smartsheet connection in the GoFormz web app using the Connected Apps page.

Next, you'll set up your Workflow.

With access to Smartsheet added to your GoFormz account, you’re ready to navigate to the Workflows tab of the GoFormz web app and automate your processes with the following self-service Workflows.

Send the information you receive when a Form User completes a Form directly to your connected Smartsheet account with the Add Form Data to your Smartsheet Workflow recipe.

In addition to delivering the data from your Form Users’ completed Forms, the Add Form Data and Upload Form to Smartsheet delivers a PDF copy of the corresponding Form to your Smartsheet account.

Dispatch the information you receive from your Form Users’ completed Forms to either update a row or add a new row to your Smartsheet sheet with the Upsert to Smartsheet Using a Completed Form Workflow recipe.

Send the information you collect with a Form - and a PDF copy of the corresponding Form - directly to your Smartsheet account with the Upsert Form Data and Upload Form to Smartsheet Workflow recipe.

You’ll find the PDF Form copy in Smartsheet included as an attachment for the corresponding row.