GoFormz

Use the GoFormz-Smartsheet integration to centralize project data collection and management, and to help process accurate data.

Smartsheet integration overview

Connect your existing Smartsheet account to your GoFormz account to take advantage of the available automations.

Add a new Smartsheet connection

Add your Form data as a new row at the end of your Smartsheet sheet as you receive it with the Smartsheet "Add Row to Sheet" action.

Smartsheet "Add Row to Sheet” action overview

Send your Form data to Smartsheet and add it as a new row - or use it to update an existing row - with the "Upsert Row to Sheet" action.

Smartsheet "Upsert Row to Sheet” action overview

Deliver a PDF version of your completed Form and Form images to your Smartsheet row with the "Upload Attachment to Row" Smartsheet action.

Smartsheet "Upload Attachment to Row" action overview

Transmit Form data to your connected Smartsheet sheet with the "Add Form Data to your Smartsheet" Workflow recipe.

Set up your “Add Form Data to Your Smartsheet” Workflow recipe

With this recipe, you can add transmitted Form data to your connected Smartsheet - along with the Form PDF.

Set up your “Add Form Data and Upload Form to Smartsheet” Workflow recipe

Update or add rows in your Smartsheet sheet using data from your completed Forms.

Set up an “Upsert to Smartsheet Using a Completed Form” Workflow recipe

Update or add rows to your Smartsheet sheet using data from completed Forms.

Set up an “Upsert Form Data and Upload Form to Smartsheet” Workflow recipe

Smartsheet

GoFormz.com

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