Smartsheet integration with Filter by Nekton
How to Begin OnTask workflow instances with new rows in Smartsheet
Automatically import and export collected data and put your data to work, hassle free. This integration starts a workflow instance in OnTask when a row is updated in a Smartsheet project and a field is equal to 'OnTask.' Create and complete forms and documents without any manual set-up.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Begin OnTask workflow instances with new rows in Smartsheet" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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OnTask actions
Nekton can use any feature that is available in OnTask API.
Using our advanced AI, you can easily create custom automations for OnTask.
Here are some typical actions you can do in your automated workflows.
Start a Workflow Instance
Sends data to start an OnTask Workflow Template
Workflow Instance Started
Collect data from a started workflow instance and trigger another action.
When a Nekton Event Is Reached in the Workflow
Collect data when a workflow instance reaches a Nekton Event and trigger another action.
About OnTask
OnTask lets you create workflows to generate documents from templates and route them for collaboration, review and electronic signatures.