Applies to
Capabilities
Who can use this capability
Resourcing Admins can pull the API token needed to create zaps.
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Who can use this?
Plans:
- Resource Management
Permissions:
Resourcing Admins can pull the API token needed to create zaps.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Zapier is a popular third-party tool that allows you to connect Resource Management with thousands of other applications, saving you time and keeping your data accurate and up-to-date. Zapier enables you to connect Resource Management with other tools in your workflow without looking at a single line of code.
Resource Management has several Actions and Triggers with Zapier. These allow you to send and receive information between Resource Management and your other applications. Browse Zapier to see what you can map from Resource Management to your organization’s workflows.
Zapier Actions + Triggers
Actions are used to write data to Resource Management. Triggers send data to other tools when something happens in Resource Management.
Some examples of Actions and Triggers:
Create a project when a lead is converted in Salesforce
Create Resource Management time entries from new Harvest timesheets
Set up a Resource Management user when you add a new team member to your CRM tool
Send a Slack notification when an assignment is updated
Create a Trello board when a new project is created
Update your Google or Outlook calendar when you’re staffed on that new project
When you connect an action with a trigger, you get a "zap." Zaps can be as few as two steps, but you can add levels of complexity to your Zap, depending on your needs.
Check out some Zap Templates to give you some ideas, but they only represent a sample of what’s possible.
Contact Resource Management support if you want more information about using Zapier and Resource Management to streamline your operational workflow.