Smartsheet slack integration

Smartsheet slack integration DEFAULT

Receive Alerts and Requests in Slack

With Smartsheet and Slack integration, you can set an automated workflow to notify a Slack channel when there are changes in Smartsheet.

For example, when a task becomes blocked, channel notifications can keep the entire team informed.

Also, with the Smartsheet bot in Slack, you can receive notifications in Slack just like you do in email. Once configured, you can receive mention notifications and requests directly in Slack.

For example, you can approve budget spending on a project without leaving Slack.


Before You Begin

You can set Slack alerts to go to public or private Slack channels, But before you can receive alerts in Slack, you need to create a workflow for your channel and add the Smartsheet bot to any private channels. 

To add the Smartsheet bot to a private Slack channel: 

  1. In Slack, go to the private channel you want to use. 
  2. Type @Smartsheet to add the Smartsheet bot. 

You can now select the channel when you configure alerts.

Create an Automated Workflow

To learn more about how to create automated workflows see Save Time and Work Faster With Automated Workflows.

Keep your team in sync and up to date with Smartsheet’s extension for Slack. You can now configure which columns are included in your alert so that your team has access to the most important information. For more information, see Customize the Content of Your Alerts and Requests.

Install the Integration from the Slack App Directory

Your Slack Admin will need to install the Smartsheet Integration with Slack for you to receive notifications in a Slack channel. More information on how to install apps to Slack is available on the Slack Help Article.

Installation requires the Slack desktop app (as opposed to the Slack browser app).


Receive Alerts and Requests as Direct Messages

Start receiving Smartsheet alerts (notifications, update requests, approval requests) as Slack direct messages by connecting the two apps.

With the Slack app open:

  1. In the left panel, select Apps.
  2. In the search bar at the top, type “Smartsheet” and select the Smartsheet bot.

    NOTE: To use the Slack integration with Smartsheet, you may need to submit a request to your organization’s Slack admin to enable the bot with the steps in this Slack Help Article article.
  3. Type anything to the bot to start a conversation with it. The bot will greet you and ask for your authorization. When prompted, select Allow Access.

    The Smartsheet sign in and authorization pages appear.
  4. Sign in to your Smartsheet account and select Allow.

Once you see the success page and the bot sends you the message “You’re all set up!” you can take action on update requests, approval requests, notifications, and reminders from Smartsheet!

Existing alerts and actions now go to Slack (in addition to the Notification Center and email inbox). See Configure How You Receive Notifications from Smartsheet for more information about controlling how you receive alerts and actions from Smartsheet.

Type “help” in a direct message to the bot to learn more.

Unregister from Smartsheet Notifications

You have two methods to stop receiving future alerts and actions messages in Slack:

In Slack (desktop or mobile):

  • Type “unregister” in a direct message to the Smartsheet bot.
  • The bot will confirm that you’ve successfully unregistered and will no longer send direct messages to you.

In Smartsheet:

  1. Select your Profile image in the upper-right corner of the Smartsheet window.
  2. Select Apps & Integrations.
  3. A window appears with a list of all integrations that are connected to your Smartsheet account.
  4. Locate Slack integration and select Revoke.

After revoking access, you’ll no longer receive notifications in Slack.


How Alerts and Requests Appear in Slack

Alerts will provide different information based on whether one or multiple rows have been added or updated. 

Update and approval requests are only sent as direct messages.

Single Row

single-notification

Here’s what you’ll see in an alert or request based on a single row:

  • The kind of change, if any, (new row, updated row) in bold text
  • The Primary column 
  • Up to four cells that were added or changed can be displayed, starting from the leftmost cell on the row
  • Symbols and images in the grid will be displayed as text values (an image filename will be displayed instead of the image)

You can select the sheet name to be taken to the specific row in Smartsheet.

Multiple Rows

multi-notification

For an alert or request based on multiple rows, you’ll see a summary notification:

  • Notifications only: the kind of change (new rows, updated rows)
  • Number of rows involved in the alert or request

You can select the sheet name to be taken to the sheet in Smartsheet


Troubleshoot Not Receiving Alerts or Requests in Slack

Below are some things to check if you or others aren't receiving alerts or requests as direct messages or in channels in Slack.

Make Sure Slack Notifications are Enabled

If you receive a message that Slack notifications are disabled or, in the New Rule window, if you don’t have the option to set a Slack notification at all, you’ll need to change your notification delivery settings in Smartsheet. You may need to change your delivery settings on the account- and sheet-levels.

Once you change the account-level permissions, all sheets in the account will inherit this permission.

Make sure your notification settings on both the account- and sheet-level allow anyone with a valid email address and third-party integrations to receive notifications.

Account-Level Enablement:

If Slack notifications are disabled for your organization, you’ll notice one of the following:

  • You won’t have the option to set Slack notifications at all
    -OR- 
  • You’ll see an error message that states: Your System Admin has disabled Slack notifications for your organization.

You must be a System Admin on your plan in order to change this permission setting. See Managing Users for more information on how System Admins can change someone’s account-wide permissions.

To change who can receive notifications from the account:

  1. Sign in to Smartsheet with your System Admin credentials.
  2. Select your Account Profile icon (upper-right corner of the Smartsheet window) and select Account Admin.
  3. Select Account Settings and select Edit next to Automation Permissions.
  4. Choose Any email address and third-party integrations, then select OK.

If you’re on an Enterprise account, you may also need to check the box next to Slack to enable Slack notifications.

Sheet-Level Enablement:

If Slack notifications are disabled for your sheet, you'll see this error when creating or editing a notification that involves Slack.

slack-disabled

You must be the Owner or have Admin-level sharing permissions to the sheet in order to change this permission setting. See Share Sheets, Reports, and Dashboards for more information on changing someone’s sharing permissions.

To change who can receive notifications from the sheet:

  1. Select Automation (upper-left of the Smartsheet window) > Manage Workflows.
  2. In the automation manager that appears, select Settingsgantt-settings(gear icon) in the upper-right corner.
  3. Select Any email address and third-party integration, then select OK.
Sours: https://help.smartsheet.com/articles/smartsheet-slack-notification

Slack and Smartsheet Integration

Slack
arrows-integration

Create new rows, search and update them in Smartsheet. Send instant messages to users or channels in Slack. Do much more by connecting Slack and Smartsheet.

Looking for something else?

Create your own Integration

Connect Slack and Smartsheet the way you want. Start by selecting the trigger and action events listed here.

Create your custom integration by selecting the Trigger event and Action to be performed.

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Smartsheet + Slack Integrations

Smartsheet?

Slack?

Integration of Smartsheet and Slack

Benefits of Integration of Smartsheet and Slack

At this stage, you will have an understanding of your audience and what they want to know. You should be able to generate a good topic for your article.

Step 3. Brainstorming

Now that you know what you are going to write about, you can start organizing your ideas in order to create a rough draft of your article. To do this, use the fplowing brainstorming technique:

Step 1. Write down all the points you want to include in your article.

Step 2. Organize your points under main headings.

Step 3. Write down your thesis statement. This is the main point you want to make in your article. It should be concise and to the point. Your readers should be able to grasp your message immediately after reading it. Make sure that your thesis statement reflects the topic you have chosen. In the case above, it could look like this. “Integrating Smartsheet and Slack allows employees to share all their project tracking data in one place, thus improving efficiency and communication” or “The integration of Smartsheet and Slack makes project tracking easier for employees of X Company.” Note that not only does the body of your article reflect your thesis statement but also that the structure of your article reflects the structure of the topic. This is what I mean by “coherent structure”.

Step 4. Start writing paragraphs that support each main heading. These paragraphs should be supported by relevant facts and examples. In other words, these paragraphs should “prove” your thesis statement.

Step 5. Write a conclusion that summarizes your main argument and leaves a lasting impression on your reader. Usually, such a conclusion contains a rhetorical question as well as a statement that looks back at what you have just written.

Remember that practice makes perfect, so don't try to write everything at once! You can break the process down into small tasks and work on them sequentially. For example, first, write down all the main points you want to discuss in your article, then organize them under main headings, and finally, write the body of your article with a coherent structure. Do not forget to keep practicing outside of schop!

Writing Tips

I will now share with you some tips on how to improve your article writing skills. I hope that they will help you achieve a high score on your TOEFL articles!

#1 Pre-write Essays

Pre-writing is an important step that will help you create a spid outline for your article. It will help you decide on the key points that you want to make in your article while avoiding unnecessary digressions and repetitions.

Pre-writing helps you organize information before actual writing begins, and it also helps you know how much content you need to cover in your article. Remember that there are no right or wrong answers on the TOEFL; therefore, it is important to focus on conveying your opinion rather than trying to find proof that supports it (although proof is always welcome.

#2 Proofread Your Essay

In addition to pre-writing, it is essential that you proofread your article after completing it. Your goal here should be twofpd:

Check for spelling and grammar errors. If necessary, ask someone else to proofread your article as well. Not only will it improve the quality of your article but also it will give you more time to think about how you would like to structure it.

Make sure that each paragraph has a clear connection with your thesis statement or topic. The structure of the article should be coherent throughout the entire body of the text and each paragraph should be relevant to your thesis statement or topic.

#3 Use Transitions between Paragraphs

Using transitions between paragraphs allows you to emphasize important ideas and concepts and build up towards your conclusion (which should summarize the main argument in the article. Here are some examples of commonly used transitions between paragraphs:

‘However’ – signals that you are going to present something contrary to what you have said previously

‘As a result’ – signals that you are going to talk about the consequences of something

‘Furthermore’ – signals that you are going to present another idea related to what you have just said

‘Such as’ – signals that you are going to give an example or list examples (especially when talking about difficult concepts)

‘For example’ – signals that you are going to give an example (especially when talking about easy concepts or simple examples)

‘For instance’ – signals that you are going to give an example (especially when talking about easy concepts or simple examples)

#4 Prove Your Point with Facts and Examples

It is important for articles on academic topics that you support each main heading with relevant facts and examples. You can either choose statements from your sources (books, articles, etc.. or come up with them yourself (e.g., through personal experience. However, remember not only to support each main heading but also each subheading with relevant facts and examples! Your readers should be able to fplow the logical chain of thought that leads from one point in the argumentation to another point. They should not feel confused while reading your article!

#5 Avoid Repetitions

Do not repeat yourself over and over again! It is boring for you and boring for your readers! Try giving different perspectives on a certain issue instead of repeating what you have already said earlier in the text.

#6 Be Persuasive!

Although this may seem obvious, it is very important! Remember that a lot of students simply describe what they have read without giving their opinion on it or justifying their position. This is not enough for TOEFL articles because they require more than just factual knowledge! Be sure to make clear why something is good or bad, fair or unfair, logical or illogical, etc. Give reasons why something is important, why it deserves attention, why a certain action should be taken, why someone's opinion matters more than another person's opinion, etc. For example, let's say that you are writing an article about the importance of recycling plastic materials instead of using disposable containers every time we go out for lunch or dinner. You might say something like this. “Plastic materials take thousands of years to degrade and they can never be recycled because they contain chemicals that pplute our environment” (factual knowledge. However, this is not enough if you want an excellent score on the TOEFL! You need more than just factual knowledge! How do disposable dishes affect our lives? Why are they bad? And so on… See? It is important to explain why something is important; otherwise, your reader will have no reasons why he/she should care about what you are saying! So please – think about why something matters! Otherwise, no amount of factual knowledge will help you pass the TOEFL test! :)

#7 Use an Appropriate Vocabulary for Each Level of Difficulty

You should use different vocabulary for each level of difficulty because it helps show off your mastery over English language and gives readers an idea about how advanced or basic a certain text may be. Consider this example. “I attended a lecture given by the CEO of Google yesterday at Stanford University. He talked about his vision for Google in the future, which I highly appreciate because he was able to explain it so clearly not only because he has brilliant ideas but also because he is truly a great speaker who knows how to captivate his audience” What do you think? Does this sound familiar? Have you read any TOEFL books or seen any TOEFL samples online? Yep! This is exactly how most people write their introductory paragraphs! Just take a look at these passages from sample articles. “I went shopping with my friend yesterday at Palo Alto Mall”; “On March 14th I went skiing in Canada”; “I am currently studying French at San Jose State University”; “I am learning Mandarin Chinese right now”; “This morning I went surfing with my friends”; “Yesterday I saw an exhibition at the Museum of Modern Art”; “Last year I went hiking at Yosemite National Park”; “My favorite movie last year was Inside Out directed by Pete Docter”; “I visited the

The process to integrate Smartsheet and Slack may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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Sours: https://connect.appypie.com/apps/smartsheet/integrations/slack

New Smartsheet for Slack Gives You Visibility Into Rapidly Changing Work

Effective collaboration is critical for organizations looking to stay competitive. According to the Enterprise Collaboration Report, 46% of organizations use six or more collaboration apps. Yet multiple apps can lead to disparate information and slow down work. With this challenge in mind, we’re constantly working on ways to connect Smartsheet to the other apps our customers use everyday.  

That’s why we’re excited to announce Smartsheet for Slack. Slack is a leading collaboration hub that creates a space where teams can share, archive and search for key documents and conversations all in one place. With Smartsheet for Slack, you can now set Smartsheet notifications to be automatically sent to Slack channels. The appropriate teams are immediately updated on specific changes in their channel, so they can swiftly take action as needed. 

Keep Rapidly Changing Work Moving Forward

Teams that use Slack expect to learn about changes to their work immediately. When work is happening across multiple apps and platforms, keeping everyone on the same page can be a challenge. You might find yourself sending email updates, posting in Slack, sending sheet rows, and stopping by in person in the hope that the work that needs to happen will be addressed.

With Smartsheet for Slack, you don’t have to worry about updating your team when something changes in a sheet that affects their work. You can set up rules to notify your team through a Slack channel when critical changes are made to a sheet. For example, you can immediately update your developer Slack channel with new “bug” information, let a project team know when the status for a task turns red, or flag a line item that’s over budget for your marketing team.

Easily Send Notifications to Slack

It’s easy to set up Smartsheet notifications to be sent directly to a public or private Slack channel. First, you’ll need to have sheet owner or admin rights and a Slack account. Then you can connect your Slack account to Smartsheet and set up your notification rules in Alerts & Actions, including when the notification should be sent and which Slack channel you want the notification to be sent to.

You can set up conditional notifications for many scenarios including:

  • When there are changes in specific columns

  • When a row is added, updated, or deleted

  • When anything in the sheet changes

Once you set up your notification rules, the Slack channel you selected will automatically receive updates. If a single row is updated in a sheet that triggers a notification, the notification in Slack will include the sheet name, what changes were made, and a link to the row. If multiple rows are updated, the notification in Slack will include the sheet name, a simple summary of the changes made, and a link to the sheet.

For a quick walk-through of how to set up Smartsheet for Slack, watch our help video below.

For more information on how to send Smartsheet notifications to a Slack channel, read our help article here.

Sours: https://www.smartsheet.com/content-center/product-news/product-releases/new-smartsheet-for-slack-gives-real-time-visibility-into-rapidly-changing-work

Slack integration smartsheet

Connect Slack to Smartsheet

Integrating the tools that power your team&#;s productivity is critical for success and scalability. If your company is already using Slack and Smartsheet, configuring an integration to connect Slack to Smartsheet will save time, simplify repetitive workflows, and let your team focus on what matters.

There are several ways to connect Slack to Smartsheet. Selecting the right option depends on how your team is using Smartsheet today and what your goals are going forward.

Smartsheet Slack app

Smartsheet

This app is from Smartsheet and is great for receiving notifications/reminders in Slack. It also allows users to and act on approvals from Slack, but it doesn&#;t have many other features. If these use-cases cover your team&#;s needs, this is a solid integration option to connect Slack to Smartsheet. More information can be found in the Smartsheet app directory.

Zapier Zap

Zapier

Zapier is known for being easy to use and highly customizable (as far as no-code solutions go). If your team has a workflow that the Smartsheet Slack app doesn&#;t handle, Zapier could be worth a look. Like all Zaps, this integration tries to balance being general enough to appeal to a wide audience with being customizable enough to solve specific problems for the companies that comprise that audience. If your team has a more complicated workflow, it might be too generic to accomplish your goal.

There&#;s also the cost to consider: it&#;s based on usage and things can get expensive quickly if your Zap runs frequently. For instance, running a Zap 50 times a day would cost about $40/month.

Streamly Slack app

Streamly

If your team uses Smartsheet for task management and would benefit from highly customizable request forms, Streamly is the solution you&#;re seeking. Streamly is a Slack-native task-management suite that integrates with Smartsheet. It was designed to leverage all of what Slack has to offer and to connect seamlessly with existing workflows in other tools. Streamly lets you create and manage tasks in Smartsheet without ever leaving Slack.

Design a workflow that fits your team by building a field library and using it to customize a request form. The form will create a sheet with a column for each field and keep everything in sync as tasks are added, modified, and completed. Each team gets a private channel for discussion and triage where notifications are sent, approvals handled, and discrepancies resolved. Thread replies from Slack are added as conversations in Smartsheet and files are uploaded.

The pricing is not based on usage, so you always know what to expect on your invoice at the end of the month. Streamly can also automatically sync data with other task management solutions, including Asana at no additional cost. Check out the documentation for more information on getting started with Streamly and connecting you tools.

Posted in SlackSours: https://happybara.io/blog/connect-slack-to-smartsheet/
Smartsheet Beginner Tutorial

Slack

Key Features

Users who install the Smartsheet app in Slack can:

  • Receive Smartsheet notifications and reminders as direct messages

  • Review and submit Smartsheet update requests without leaving Slack

  • Review and approve Smartsheet approval requests directly from Slack

  • Smartsheet notifications can be delivered to Slack channels (public and private).

  • All Smartsheet notifications in Slack contain a link back to Smartsheet; Single row notifications contain a row link and multiple row notifications contain a sheet link.

How to get it:

  1. To send notifications to a Slack channel, simply click on the Alerts & Actions button in Smartsheet and select "Send a Slack notification", then follow the simple menu options.
  2. To enable direct messages and automated actions in Slack, click the “Add to Slack” button above or, within Slack, select “Apps” in the navigation bar and search for “Smartsheet.” You will be prompted to authenticate with your Smartsheet account. Once complete, the integration will be enabled for you.

When you install Smartsheet from the Slack Directory you will be prompted to send a request to your Slack admin to enable Smartsheet for Slack if it is not yet enabled.

For information about how to get started and more detail, see our Help Article.

Sours: https://www.smartsheet.com/marketplace/apps/slack

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