Project intake management
Collect project requests through a form and have each one appear as a new row in your Smartsheet project intake sheet, ready for review and prioritization.
PROJECT MANAGEMENT
Youform meets
Smartsheet.
Add Youform submissions as rows in your Smartsheet sheets automatically. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Smartsheet action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Smartsheet as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Smartsheet, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
Resource request tracking
Let team members submit resource or equipment requests via forms and log them in a Smartsheet for managers to approve and track fulfillment.
Vendor onboarding
Collect vendor information and compliance documents through a Youform and populate your Smartsheet vendor management tracker automatically.
Change request logging
Capture change requests or scope modifications through forms and add them to your Smartsheet project plan for impact assessment and approval.
Is this a native Youform integration?
This connection uses Zapier between Youform and Smartsheet. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Smartsheet in Zapier. Your connected account and the fields required by that action determine what you can send.
How should I map answers to Smartsheet rows?
Choose the sheet and map compatible values to its columns. If you need to update an existing row, identify it first with an available search action rather than adding another row each time.
Will sheet alerts and approvals run?
Check the trigger rules for each Smartsheet automation using a row created or updated by the connection. Configure alerts and approval steps explicitly.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
